Business with Brian · portfolio
Business with Brian's portfolio: what's disclosed, on the record.
45 dated disclosures from 49 videos reviewed since 2025-09-10. Only what the creator said or showed on camera — positions, weights, buys, sells — each linked to the second it was said. This is not a brokerage statement and not a complete portfolio.
Snapshots shown on screen
Zone 1 (taxable) · 2026-02-27
Watch on YouTube · at 3:28Retiring at 46 Isn't Crazy. Here's My Portfolio Breakdown
| Ticker | Company | Value | Weight | Gain |
|---|---|---|---|---|
| BTC | Bitcoin | — | 4.35% | |
| ETH | Ethereum | — | 2.1% | |
| IVV | iShares S&P 500 ETF | — | 1.31% |
Zone 2 (IRAs/Roth/HSA) · 2026-02-27
Watch on YouTube · at 5:12Retiring at 46 Isn't Crazy. Here's My Portfolio Breakdown
| Ticker | Company | Value | Weight | Gain |
|---|---|---|---|---|
| MU | Micron | — | 1.11% | |
| VRT | Vertiv | — | 0.66% | |
| OKLO | Oklo | — | 0.45% | |
| RGTI | Rigetti | — | 0.45% |
Whole portfolio · 2026-02-27
Watch on YouTube · at 7:52Retiring at 46 Isn't Crazy. Here's My Portfolio Breakdown
| Ticker | Company | Value | Weight | Gain |
|---|---|---|---|---|
| NVDA | Nvidia | — | 11.54% | |
| AAPL | Apple | — | 9.32% | |
| GOOGL | Alphabet | — | 6.57% | |
| PLTR | Palantir | — | 5.88% | |
| MSFT | Microsoft | — | 5.77% | |
| META | Meta | — | 4.24% | |
| TSM | Taiwan Semiconductor | — | 3.12% | |
| APLD | Applied Digital | — | 2.6% | |
| AVGO | Broadcom | — | 2.22% | |
| APP | AppLovin | — | 1.6% | |
| ISRG | Intuitive Surgical | — | 1.58% | |
| AMD | AMD | — | 1.54% | |
| ANET | Arista | — | 1.37% | |
| RCL | Royal Caribbean | — | 1.23% | |
| QBTS | D-Wave Quantum | — | 1.2% |
Read from the brokerage table the creator displayed in the video, at the timestamp linked. Values are as displayed on that day.
Positions mentioned
| Ticker | Company | Last said | Weight | Size | As of · account | Mentions | |
|---|---|---|---|---|---|---|---|
| AMZN | Amazon | Position · 2026-02-27 | 20% | — | 2026-02-27 | 1 | quotes → |
| NVDA | Nvidia | Weight · 2026-02-27 | 11.54% | — | 2026-02-27 | 1 | quotes → |
| AAPL | Apple | Weight · 2026-02-27 | 9.32% | — | 2026-02-27 | 1 | |
| GOOGL | Alphabet | Position · 2026-08-25 | 6.57% | — | 2026-02-27 | 2 | |
| PLTR | Palantir | Weight · 2026-02-27 | 5.88% | — | 2026-02-27 | 1 | |
| MSFT | Microsoft | Weight · 2026-02-27 | 5.77% | — | 2026-02-27 | 2 | |
| BTC | Bitcoin | Weight · 2026-02-27 | 4.35% | — | 2026-02-27 · Zone 1 (taxable) | 1 | |
| META | Meta | Weight · 2026-02-27 | 4.24% | — | 2026-02-27 | 1 | |
| TSM | Taiwan Semiconductor | Weight · 2026-02-27 | 3.12% | — | 2026-02-27 | 1 | |
| APLD | Applied Digital | Weight · 2026-02-27 | 2.6% | — | 2026-02-27 | 1 | |
| AVGO | Broadcom | Weight · 2026-02-27 | 2.22% | — | 2026-02-27 | 1 | |
| ETH | Ethereum | Weight · 2026-02-27 | 2.1% | — | 2026-02-27 · Zone 1 (taxable) | 1 | |
| APP | AppLovin | Weight · 2026-02-27 | 1.6% | — | 2026-02-27 | 1 | |
| ISRG | Intuitive Surgical | Weight · 2026-02-27 | 1.58% | — | 2026-02-27 | 1 | |
| AMD | AMD | Weight · 2026-02-27 | 1.54% | — | 2026-02-27 | 1 | |
| ANET | Arista | Weight · 2026-02-27 | 1.37% | — | 2026-02-27 | 1 | |
| IVV | iShares S&P 500 ETF | Weight · 2026-02-27 | 1.31% | — | 2026-02-27 · Zone 1 (taxable) | 1 | |
| RCL | Royal Caribbean | Weight · 2026-02-27 | 1.23% | — | 2026-02-27 | 1 | |
| QBTS | D-Wave Quantum | Weight · 2026-02-27 | 1.2% | — | 2026-02-27 | 1 | |
| MU | Micron | Weight · 2026-02-27 | 1.11% | — | 2026-02-27 · Zone 2 (IRAs/Roth/HSA) | 1 | |
| VRT | Vertiv | Weight · 2026-02-27 | 0.66% | — | 2026-02-27 · Zone 2 (IRAs/Roth/HSA) | 1 | |
| OKLO | Oklo | Weight · 2026-02-27 | 0.45% | — | 2026-02-27 · Zone 2 (IRAs/Roth/HSA) | 1 | |
| RGTI | Rigetti | Weight · 2026-02-27 | 0.45% | — | 2026-02-27 · Zone 2 (IRAs/Roth/HSA) | 1 |
Weights and sizes come only from statements about a position's size, on the date shown, in the account shown; one-off buys are not treated as position sizes, and nothing is recomputed at current prices.
The short version
In February 2026 Brian put his whole portfolio on slides: 78 holdings in two zones. Zone 1, taxable brokerage accounts, is 25.4% and holds ETFs, mega-caps, crypto and legacy positions; Zone 2, IRAs, Roth and HSA, is 69.1% and carries the growth bets; the rest is a cash reserve. Fifteen 'rock stars' make up 59.8% of everything, led by Nvidia at 11.5%, Apple 9.3%, Alphabet 6.6%, Palantir 5.9%, Microsoft 5.8% and Meta 4.2%; twenty 'seeds' — quantum, nuclear, eVTOL, AI infrastructure — add up to 7.8%. Separately, Amazon RSUs from his time as an employee are over 20% of his total wealth and are excluded from these figures.
Accounts mentioned: Zone 1: taxable brokerage accounts (32 tickers). Zone 2: IRAs, Roth IRA, HSA (62 tickers). Cash reserve. Amazon RSUs held outside the managed portfolio.
Read with care: Weights on the slides are shares of the managed portfolio on 2026-02-27, not of net worth. Look-through exposure via ETFs is shown on a separate 'overlap' slide and not added here.
Disclosure log, newest first
Weight
“People in my community are going to be asking why I'm not buying more today. That's because it's already over 12% of my portfolio. And in my mind, that's already too heavy.”
Weight
“People in my community are going to be asking why I'm not buying more today. That's because it's already over 12% of my portfolio. And in my mind, that's already too heavy.”
PositionGOOGL
“I own Alphabet stock myself. I'm not interested in selling any of my shares at anywhere near these levels.”
Position
“The two most expensive ones are the two with barely any track record, which is exactly why they're the smallest positions that I hold, and I'm also keeping them in my IRA.”
Position
“The two most expensive ones are the two with barely any track record, which is exactly why they're the smallest positions that I hold, and I'm also keeping them in my IRA.”
Allocation
“To me, that is a fantastic outcome, and it's why this is the base of everything that I own. But like I said, it's just the base. It's not the ceiling.”
Allocation
“To me, that is a fantastic outcome, and it's why this is the base of everything that I own. But like I said, it's just the base. It's not the ceiling.”
WeightVRTZone 2 (IRAs/Roth/HSA)on-screen table
“Seeds slide, AI infrastructure: VRT 0.66%, CRWV 0.60%, NBIS 0.29%.”
WeightRGTIZone 2 (IRAs/Roth/HSA)on-screen table
“Seeds slide, quantum computing: RGTI 0.45%, QUBT 0.40%, IONQ 0.39%, BBAI 0.32%.”
WeightOKLOZone 2 (IRAs/Roth/HSA)on-screen table
“Seeds slide, nuclear & uranium: OKLO 0.45%, CCJ 0.16%, UEC 0.15%, SMR 0.13%.”
Allocationon-screen table
“Slide 'The Seeds — High-Upside Growth Positions': 20 stocks in 6 sectors, 7.8% in total; largest single seed is ACHR at 0.77%, none above 1%.”
Allocationon-screen table
“Slide 'The Seeds — High-Upside Growth Positions': 20 stocks in 6 sectors, 7.8% in total; largest single seed is ACHR at 0.77%, none above 1%.”
WeightTSMon-screen table
“Rock Stars slide: TSM 3.12%.”
WeightRCLon-screen table
“Rock Stars slide: RCL 1.23%.”
WeightQBTSon-screen table
“Rock Stars slide: QBTS 1.20%.”
WeightPLTRon-screen table
“Rock Stars slide: PLTR 5.88% (Zone 2: 5.43%, Zone 1: 0.45%).”
WeightNVDAon-screen table
“Rock Stars slide: NVDA 11.54% of the portfolio (Zone 2: 11.53%).”
WeightMSFTon-screen table
“Rock Stars slide: MSFT 5.77% (Zone 1: 3.07%, Zone 2: 2.70%).”
WeightMETAon-screen table
“Rock Stars slide: META 4.24% (Zone 2).”
WeightISRGon-screen table
“Rock Stars slide: ISRG 1.58%.”
WeightGOOGLon-screen table
“Rock Stars slide: GOOGL 6.57% (Zone 1: 1.64%, Zone 2: 4.40%, plus GOOG 0.53%).”
WeightAVGOon-screen table
“Rock Stars slide: AVGO 2.22%.”
WeightAPPon-screen table
“Rock Stars slide: APP 1.60%.”
WeightAPLDon-screen table
“Rock Stars slide: APLD 2.60%.”
WeightANETon-screen table
“Rock Stars slide: ANET 1.37%.”
WeightAMDon-screen table
“Rock Stars slide: AMD 1.54%.”
WeightAAPLon-screen table
“Rock Stars slide: AAPL 9.32% (Zone 1: 6.39%, Zone 2: 2.93%).”
Allocationon-screen table
“Slide 'The Rock Stars — The Names That Carry the Portfolio': 15 stocks, semis, AI platforms, infrastructure, growth — 59.8% of the portfolio.”
Allocationon-screen table
“Slide 'The Rock Stars — The Names That Carry the Portfolio': 15 stocks, semis, AI platforms, infrastructure, growth — 59.8% of the portfolio.”
WeightMUZone 2 (IRAs/Roth/HSA)on-screen table
“Zone 2 slide: MU 1.11%, NFLX 1.03%, SITM 0.97%, ASML 0.92%, QCOM 0.89%, ACHR 0.77%, LRCX 0.72%, JPM 0.72%.”
Allocationon-screen table
“Slide 'Zone 2: Tax-Advantaged Accounts': IRAs · Roth · HSA, 69.1% of the portfolio, 62 tickers.”
Allocationon-screen table
“Slide 'Zone 2: Tax-Advantaged Accounts': IRAs · Roth · HSA, 69.1% of the portfolio, 62 tickers.”
Allocation
“I'm not selling a winner just because my portfolio looks a little messy or to capture margins. I also do not have any big dividend stocks or ETFs.”
Allocation
“I'm not selling a winner just because my portfolio looks a little messy or to capture margins. I also do not have any big dividend stocks or ETFs.”
WeightIVVZone 1 (taxable)on-screen table
“Zone 1 slide: index ETFs IVV 1.31%, QQQ 0.94%, IYW 0.55%, VTI 0.26%, VOO 0.24%, VUG 0.21%.”
WeightETHZone 1 (taxable)on-screen table
“Zone 1 slide: ETH 2.10%.”
WeightBTCZone 1 (taxable)on-screen table
“Zone 1 slide: BTC 4.35% and ETH 2.10% — crypto held in the taxable accounts.”
PositionAMZN
“I had worked at Amazon and I still hold a ton of RSUs, because Amazon stock alone makes up over 20% of my total wealth. But I don't count it as part of my managed portfolio because I'm not actively doing anything with it.”
Allocationon-screen table
“Slide 'My Portfolio: The Two Zones': 78 holdings. Zone 1, brokerage accounts, 25.4% — 32 tickers: ETFs, mega-caps, crypto, legacy holds.”
Allocationon-screen table
“Slide 'My Portfolio: The Two Zones': 78 holdings. Zone 1, brokerage accounts, 25.4% — 32 tickers: ETFs, mega-caps, crypto, legacy holds.”
AllocationMSFT
“Just knowing how much they actually hold. Sometimes people are like, oh wow, actually 15% of my portfolio is already Microsoft. Maybe I don't need more.”
Allocation
“This 70/20/10 allocation really matches my conviction. Institutions control tokenization, not…”
Allocation
“This 70/20/10 allocation really matches my conviction. Institutions control tokenization, not…”
Allocation
“For those of you that read my free newsletter, you know that I treat crypto as a small high-growth torque allocation within my portfolio.”
Allocation
“For those of you that read my free newsletter, you know that I treat crypto as a small high-growth torque allocation within my portfolio.”
How to read this
Every line is something Business with Brian said or showed in a public video, with the date and a link to the moment. We list disclosures; we do not infer holdings from opinions, and we do not fill gaps. A creator can own things they never mention and sell things without saying so. Dollar figures and weights are as stated on the day, not updated for later price moves. Full methodology.
Coverage: 49 of 49 videos published since 2025-09-10 reviewed. Data generated 2026-09-11.