Left Brain Wealth Management, LLC
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 317,370
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 98 | 317,370 | 13F-HR | Left Brain Wealth Management, LLC |
| Q2 2026 | 7/30/2026 | 99 | 331,657 | 13F-HR | Left Brain Wealth Management, LLC |
| Q1 2026 | 4/30/2026 | 79 | 254,598 | 13F-HR | Left Brain Wealth Management, LLC |
| Q4 2025 | 2/5/2026 | 84 | 289,091 | 13F-HR | Left Brain Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 98 | 318,644 | 13F-HR | Left Brain Wealth Management, LLC |
| Q2 2025 | 8/12/2025 | 96 | 283,797 | 13F-HR | Left Brain Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 298.3 K | 94.0% | 0 | 16.86 K | -16.86 K |
| ETFs | 18.88 K | 5.9% | 2.573 K | 0 | 2.573 K |
| Debt | 218 | 0.1% | 0 | 4 | -4 |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
317,370
Holdings
98
QoQ value change ($000)
-14,287
(-4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.