Left Brain Wealth Management, LLC
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 331,657
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 315.1 K | 95.0% | 90.37 K | 0 | 90.37 K |
| ETFs | 16.31 K | 4.9% | 0 | 13.32 K | -13.32 K |
| Debt | 222 | 0.1% | 3 | 0 | 3 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
331,657
Holdings
99
QoQ value change ($000)
77,059
(30.3%)
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.