1y return+4.6%S&P 500 +20.9%
3y return+58.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $175 against $195 in the S&P 500.2
Left Brain Wealth Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $29.7M | 9.0% | +1.2% |
| TSMTaiwan Semiconductor Manufac | $22.0M | 6.6% | |
| MUMicron Technology Inc | $14.6M | 4.4% | +75.8% |
| AMATApplied Matls Inc | $12.8M | 3.9% | +131.9% |
| ANETArista Networks Inc | $12.2M | 3.7% | −1.6% |
| GEGe Aerospace | $10.6M | 3.2% | |
| MPWRMonolithic Pwr Sys Inc | $10.4M | 3.1% | +152.0% |
| AMDAdvanced Micro Devices Inc | $10.2M | 3.1% | +1096.5% |
| METAMeta Platforms Inc | $10.1M | 3.0% | −11.0% |
| DELLDell Technologies Inc | $9.8M | 3.0% | New |
| GOOGLAlphabet Inc | $9.8M | 3.0% | −3.6% |
| AVGOBroadcom Inc | $9.8M | 2.9% | −2.7% |
| AMLPAlps Etf Tr | $7.7M | 2.3% | −3.4% |
| AMZNAmazon Com Inc | $7.7M | 2.3% | |
| BEBloom Energy Corp | $7.6M | 2.3% | +954.9% |
| CRWDCrowdstrike Hldgs Inc | $7.5M | 2.3% | New |
| VRTVertiv Holdings Co | $7.4M | 2.2% | +10.0% |
| JPMJpmorgan Chase & Co | $7.1M | 2.1% | |
| Chubb LimitedCUSIP H1467J104 | $6.8M | 2.1% | −1.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $6.2M | 1.9% | −6.5% |
| Royal Caribbean GroupCUSIP V7780T103 | $5.7M | 1.7% | +603.4% |
| CATCaterpillar Inc | $5.4M | 1.6% | +7.8% |
| IBKRInteractive Brokers Group In | $5.4M | 1.6% | +46.0% |
| NVGNuveen Amt Free Mun Cr Inc F | $5.3M | 1.6% | −9.1% |
| COSTCostco Wholesale Corporation | $5.2M | 1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $29.7M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $9.8M |
| TSMTaiwan Semiconductor Manufac | March 31, 2023 | +413.4% | $22.0M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | September 30, 2025 | +308.8% | $5.2M |
| AMDAdvanced Micro Devices Inc | March 31, 2026 | +185.6% | $10.2M |
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $7.7M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $10.1M |
| VRTVertiv Holdings Co | June 30, 2025 | +160.7% | $7.4M |
| BEBloom Energy Corp | March 31, 2026 | +123.4% | $7.6M |
| GEGe Aerospace | March 31, 2024 | +112.9% | $10.6M |
Sold off last quarter
- PLTRPalantir Technologies Inc was $6.8M
- RSPInvesco Exchange Traded Fd T was $6.8M
- MCKMckesson Corp was $6.1M
- WMWaste Mgmt Inc Del was $6.0M
- WMTWalmart Inc was $4.4M
- GLDSpdr Gold Tr was $3.9M
- CORCencora Inc was $3.8M
- ORLYOreilly Automotive Inc was $3.6M
- CMECme Group Inc was $3.4M
- Honeywell Intl IncCUSIP 438516106 was $3.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −9.3% | −4.6% |
| December 31, 2025 | −5.1% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +25.4% | +10.5% |
| March 31, 2025 | −8.3% | −4.6% |
| December 31, 2024 | +8.9% | +2.1% |
| September 30, 2024 | −2.0% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +13.4% | +10.0% |
| December 31, 2023 | +8.9% | +11.2% |
| September 30, 2023 | −2.1% | −3.6% |
| June 30, 2023 | +9.1% | +8.3% |
| March 31, 2023 | +1.4% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Left Brain Wealth Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1957370&type=13F-HR&dateb=&owner=include&count=40CIK 1957370
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1957370/000110465926088542/Filed July 30, 2026 · accession 0001104659-26-088542