Left Brain Wealth Management, LLC
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 289,091
- 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 |
|---|---|---|---|---|---|
| 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 | 286 K | 98.9% | 0 | 29.98 K | -29.98 K |
| ETFs | 2.593 K | 0.9% | 416 | 0 | 416 |
| Debt | 470 | 0.2% | 8 | 0 | 8 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
289,091
Holdings
84
QoQ value change ($000)
-29,553
(-9.3%)
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.