Long-term investor
Left Brain Wealth Management, LLC @leftbrainwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001957370).
Record
- Tracked since 2025-06-30 (449 days), 227 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +17.4% · 1 year n/a · all +2.9%
- Max drawdown n/a · win rate 60% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 9.0% · long · since 2025-06-30
- TSM · 6.6% · long · since 2025-06-30
- MU · 4.4% · long · since 2025-12-31
- AMAT · 3.9% · long · since 2026-03-31
- 040413205 · 3.7% · long · since 2025-06-30
- 369604301 · 3.2% · long · since 2025-06-30
- 609839105 · 3.1% · long · since 2025-09-30
- AMD · 3.1% · long · since 2026-03-31
- META · 3.0% · long · since 2025-06-30
- DELL · 3.0% · long · since 2026-06-30
- GOOGL · 3.0% · long · since 2025-12-31
- AVGO · 2.9% · long · since 2025-06-30