Titelia

Holdings of Left Brain Wealth Management, LLC

73 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 44.4 % of the equity sleeve

Sector breakdown

  • Technology 32.6 %
  • Industrials 12.9 %
  • Financials 8.4 %
  • Communication 8.4 %
  • Consumer staples 6.5 %
  • Consumer discretionary 5.3 %
  • Health care 4.6 %
  • Energy 3.8 %
  • Materials 0.1 %
  • Unattributed 17.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 93.3 %
  • TW 6.3 %
  • GB 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US71229.9M $93.33 %
2TW115.6M $6.35 %
3GB1787.4K $0.32 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 146,76525.6M $
2Taiwan Semiconductor Manufacturing Co Ltd 46,27315.6M $
3Meta Platforms Inc 20,07811.5M $
4Arista Networks Inc 73,2949M $
5Exxon Mobil Corp 48,8288.3M $
6Broadcom Inc 26,5418.2M $
7Alphabet Inc 28,4598.2M $
8ALPS ETF Trust 154,7318.1M $
9General Electric Co 28,4918.1M $
10Palantir Technologies Inc 46,4776.8M $
11Invesco S&P 500 Equal Weight ETF 35,2236.8M $
12Amazon.com Inc 31,9146.6M $
13JPMorgan Chase & Co 21,6406.4M $
14McKesson Corp 6,9946.1M $
15Waste Management Inc 26,2466M $
16NUVEEN AMT-FREE MUN CR INCOME FD 455,4615.6M $
17Costco Wholesale Corp 5,5695.5M $
18Uber Technologies Inc 76,7105.5M $
19Vertiv Holdings Co 20,2085.1M $
20Visa Inc 15,4224.7M $
21Walmart Inc 35,5014.4M $
22Monster Beverage Corp 53,8093.9M $
23SPDR Gold Shares 9,0393.9M $
24Cencora Inc 11,9793.8M $
25O'Reilly Automotive Inc 39,4473.6M $
26CME Group Inc 11,4843.4M $
27Caterpillar Inc 4,7103.3M $
28iShares Core MSCI Emerging Markets ETF 47,4093.3M $
29Monolithic Power Systems Inc 2,9733.3M $
30Honeywell International Inc 13,7843.1M $
31Progressive Corp/The 15,6353.1M $
32Rollins Inc 54,3112.9M $
33Interactive Brokers Group Inc 42,4552.8M $
34Tesla Inc 7,6592.8M $
35Applied Materials Inc 7,6492.6M $
36Amphenol Corp 20,2822.6M $
37Micron Technology Inc 7,1832.4M $
38Invesco QQQ Trust Series 1 4,0262.3M $
39Vanguard FTSE Developed Markets ETF 32,0322.1M $
40ServiceNow Inc 18,8902M $
41Altria Group, Inc. 27,2721.8M $
42Invesco Senior Loan ETF 74,2141.5M $
43Annaly Capital Management Inc 68,8781.5M $
44Omega Healthcare Investors Inc 27,3221.2M $
45BP PLC 16,753787.4K $
46State Street SPDR S&P 500 ETF Trust 1,090708.9K $
47DoubleLine Income Solutions Fund 64,318696.6K $
48Amgen Inc 1,787628.8K $
49Apple Inc 2,454622.8K $
50AbbVie Inc 2,699587K $
51Alphabet Inc 1,978567.4K $
52Nextpower Inc 3,705446.6K $
53Berkshire Hathaway Inc 916438.9K $
54Cloudflare Inc 1,952402.8K $
55Ciena Corp 943366.1K $
56Netflix Inc 3,585344.7K $
57AppLovin Corp 852339.1K $
58Axon Enterprise Inc 794337.2K $
59SPDR Series Trust 3,585328.5K $
60iShares Russell 1000 Growth ETF 764325.8K $
61Bloom Energy Corp 2,394324.4K $
62Kinder Morgan, Inc. 8,940299.8K $
63Advanced Micro Devices Inc 1,465298K $
64BlackRock Health Sciences Term Trust 20,535294.9K $
65Keysight Technologies Inc 1,000282.4K $
66VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,250268.8K $
67Kimberly-Clark Corp 2,460237.3K $
68Pfizer Inc 7,648214.8K $
69Celsius Holdings Inc 5,975212K $
70Rio Tinto PLC 2,249209.8K $
71Starwood Property Trust Inc 10,450179.9K $
72Hercules Capital Inc 10,200150.7K $
73Blue Owl Capital Corp 10,000110.6K $