Left Brain Wealth Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The report lists 98 total holdings, managed by Managing Member Nolan Langford, and was signed on October 28, 2026.
The filing details a portfolio that includes a mix of large-cap technology companies, semiconductor manufacturers, and exchange-traded funds. Key positions include NVIDIA Corporation, held for 13,791,700 shares, and Taiwan Semiconductor Manufacturing Company, held for 16,582,963 shares. Other significant U.S. equity holdings include Apple Inc., with 4,096 shares; Microsoft Corporation, with 3,730 shares; and Meta Platforms Inc., with 19,654 shares.
The portfolio also contains substantial positions in international and industrial sectors. Royal Caribbean Group is listed with 17,487 shares, while ExxonMobil Holdings Corp. is held for 45,649 shares. Additionally, the filing includes various exchange-traded funds, such as the iShares Expanded Tech ETF and the Invesco QQQ Trust, which holds 2,567 shares.
