LEFT BRAIN WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HTGC | 296K | $5.57M |
 | NVDA | 146K | $27.18M |
 | NFLX | 114K | $10.66M |
 | RITM | 99K | $1.08M |
 | PLTR | 95K | $16.82M |
 | NLY | 83K | $1.84M |
 | HOOD | 82K | $9.28M |
 | ANET | 78K | $10.20M |
 | UBER | 74K | $6.05M |
 | ROL | 54K | $3.25M |
 | MNST | 53K | $4.09M |
 | TSM | 46K | $13.88M |
 | ORLY | 40K | $3.61M |
 | AMZN | 32K | $7.38M |
 | ARCC | 32K | $644.01K |
 | SHOP | 29K | $4.59M |
 | GE | 28K | $8.69M |
 | MO | 27K | $1.55M |
 | OHI | 27K | $1.18M |
 | AVGO | 26K | $9.09M |
Hercules Capital, Inc.
HTGC
Shares Held
296K
Value
$5.57M
NVIDIA Corporation
NVDA
Shares Held
146K
Value
$27.18M
Netflix, Inc.
NFLX
Shares Held
114K
Value
$10.66M
Rithm Capital Corp.
RITM
Shares Held
99K
Value
$1.08M
Palantir Technologies Inc.
PLTR
Shares Held
95K
Value
$16.82M
Annaly Capital Management, Inc.
NLY
Shares Held
83K
Value
$1.84M
Robinhood Markets, Inc.
HOOD
Shares Held
82K
Value
$9.28M
Arista Networks, Inc.
ANET
Shares Held
78K
Value
$10.20M
Uber Technologies, Inc.
UBER
Shares Held
74K
Value
$6.05M
Rollins, Inc.
ROL
Shares Held
54K
Value
$3.25M
Monster Beverage Corporation
MNST
Shares Held
53K
Value
$4.09M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
46K
Value
$13.88M
O'Reilly Automotive, Inc.
ORLY
Shares Held
40K
Value
$3.61M
Amazon.com, Inc.
AMZN
Shares Held
32K
Value
$7.38M
Ares Capital Corporation
ARCC
Shares Held
32K
Value
$644.01K
Shopify Inc.
SHOP
Shares Held
29K
Value
$4.59M
GE Aerospace
GE
Shares Held
28K
Value
$8.69M
Altria Group, Inc.
MO
Shares Held
27K
Value
$1.55M
Omega Healthcare Investors, Inc.
OHI
Shares Held
27K
Value
$1.18M
Broadcom Inc.
AVGO
Shares Held
26K
Value
$9.09M