Left Brain Wealth Management, LLC

RIA/Wealth

Left Brain Wealth Management, LLC is a RIA/Wealth based in Naperville, IL led by Noland D Langford, managing $317.6M across 94 long positions as of Q3 2025 with 48% Technology concentration and 48% technology allocation.

Managing PartnerNoland D Langford

Portfolio Value: $317.6M
Positions: 94
Top Holding: NVDA at 8.69%
Last Reported: Q3 2025

Address215 Shuman Blvd, #304, Naperville, IL, 60563, United States

Top Holdings

Largest long holdings in Left Brain Wealth Management, LLC's portfolio (46% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$27.6M	8.69%	+$14.4K Bought	0.00% 147.9K shares	Q1 2023 Held for 2y 8m
2 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$17.4M	5.47%	+$314.3K Bought	0.00% 23.7K shares	Q1 2023 Held for 2y 8m
3 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$17.2M	5.42%	+$3.1K Bought	0.00% 94.4K shares	Q3 2024 Held for 1y 2m
4 Netflix NFLX	Entertainment Communication Services	$13.8M	4.35%	-$54.0K Sold	0.00% 11.5K shares	Q1 2023 Held for 2y 8m
5 Robinhood Markets, Inc. HOOD	Software - Infrastructure Technology	$12.7M	4.00%	+$216.8K Bought	0.01% 88.7K shares	Q4 2024 Held for 11 months
6 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$12.5M	3.94%	-$21.2K Sold	— 44.8K shares	Q1 2023 Held for 2y 8m
7 Applovin Corporation APP	Software - Application Technology	$12.4M	3.92%	+$1.7M Bought	0.01% 17.3K shares	Q2 2024 Held for 1y 5m
8 Arista Networks ANET	Computer Hardware Technology	$11.9M	3.74%	-$12.4K Sold	0.01% 81.5K shares	Q1 2023 Held for 2y 8m
9 Axon Enterprise, Inc. AXON	Aerospace & Defense Industrials	$11.3M	3.56%	+$1.4M Bought	0.02% 15.8K shares	Q4 2022 Held for 2y 11m
10 CrowdStrike Holdings, Inc. CRWD	Software - Infrastructure Technology	$9.3M	2.94%	+$44.1K Bought	0.01% 19.1K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Left Brain Wealth Management, LLC's latest filing

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Market Value

$317.6M

Prior: $283.3M

Q/Q Change

+12.1%

+$34.3M

Net Flows % of MV

+2.01%

Turnover Ratio

4.85%

New Purchases

11 stocks

$5.5M

Added To

45 stocks

+$12.6M

Sold Out Of

12 stocks

$8.0M

Reduced Holdings

24 stocks

-$3.7M

Increased Positions

Position	Shares Δ	Change
1 Seagate Technology Holdings PLC STX	New	0 → 3.1K +$731.8K
2 Monolithic Power Systems MPWR	New	0 → 770.0 +$708.9K
3 Alexandria Real Estate Equities ARE	New	0 → 8.3K +$693.8K
4 Life360, Inc. LIF	New	0 → 6.2K +$659.1K
5 Lumen Technologies LUMN	New	0 → 75.0K +$459.0K

Decreased Positions

Position	Shares Δ	Change
1 Chipotle Mexican Grill CMG	Sold	42.6K → 0 −$2.4M
2 The Trade Desk TTD	Sold	26.1K → 0 −$1.9M
3 Sezzle SEZL	Sold	3.3K → 0 −$591.5K
4 monday.com MNDY	Sold	1.9K → 0 −$588.1K
5 Upstart Holdings, Inc. UPST	Sold	6.6K → 0 −$426.9K