Business with Brian · portfolio
Business with Brian's portfolio: what's disclosed, on the record.
33 dated disclosures from 4 videos. 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. Zone 1 (taxable) and Zone 2 (IRAs/Roth/HSA) are kept separate here, never merged into one list.
- Latest disclosure
- Aug 25, 2026
- Disclosures on record
- 33
- Companies named
- 23
- Newest table on screen
- Feb 27, 2026
- Portfolios shown
- 2
- Channel last checked
Spoken disclosures are reproduced word for word from the video and linked to the second they were made; on-screen tables show the rows as they appear on screen at that second and are marked “on-screen table”.
The short version
As of August 2026, Business with Brian said they owned Alphabet stock and were not interested in selling near those levels, that an unnamed holding was already over 12% of their portfolio and too heavy to buy more, and that index ETFs were the base of everything they owned, with the two newest growth ETFs as their smallest positions, kept in their IRA. In September 2025 they described crypto as a small high-growth torque allocation. In February 2026 they showed 78 holdings: Zone 1 brokerage accounts at 25.4% and Zone 2 tax-advantaged accounts at 69.1%; NVDA 11.54%, AAPL 9.32%, GOOGL 6.57%, PLTR 5.88%, BTC 4.35%, and Amazon over 20% of their total wealth. These are statements made on camera and do not establish complete holdings or realized returns.
Summary of the quotes on this page. Updated .
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.
Latest disclosures
Latest known positions
Status comes from the latest dated statement on this page. A position the creator never mentions again stays at its last known state. Sizes are as stated on the date shown, per account, and are not updated for later prices.
Zone 1 (taxable)
| Ticker | Company | Status | Last confirmed | Size / weight |
|---|---|---|---|---|
| BTC | Bitcoin | Held | aging | 4.35% · |
| ETH | Ethereum | Held | aging | 2.1% · |
| IVV | iShares S&P 500 ETF | Held | aging | 1.31% · |
Zone 2 (IRAs/Roth/HSA)
| Ticker | Company | Status | Last confirmed | Size / weight |
|---|---|---|---|---|
| MU | Micron | Held | agingLater on the MU timeline: Disclosed buy · Sep 20, 2026 → | 1.11% · |
| VRT | Vertiv | Held | aging | 0.66% · |
| OKLO | Oklo | Held | aging | 0.45% · |
| RGTI | Rigetti | Held | aging | 0.45% · |
Size stated without naming an account
| Ticker | Company | Status | Last confirmed | Size / weight |
|---|---|---|---|---|
| GOOGL | Alphabet | Held | current | 6.57% · |
| NVDA | Nvidia | Held | aging | 11.54% · |
| AAPL | Apple | Held | aging | 9.32% · |
| PLTR | Palantir | Held | aging | 5.88% · |
| MSFT | Microsoft | Held | aging | 5.77% · |
| META | Meta | Held | aging | 4.24% · |
| TSM | TSMC | Held | aging | 3.12% · |
| APLD | Applied Digital | Held | aging | 2.6% · |
| AVGO | Broadcom | Held | aging | 2.22% · |
| APP | AppLovin | Held | aging | 1.6% · |
| ISRG | Intuitive Surgical | Held | aging | 1.58% · |
| AMD | AMD | Held | aging | 1.54% · |
| ANET | Arista | Held | aging | 1.37% · |
| RCL | Royal Caribbean | Held | aging | 1.23% · |
| QBTS | D-Wave | Held | aging | 1.2% · |
Share of total wealth — outside the managed portfolio
| Ticker | Company | Status | Last confirmed | Size / weight |
|---|---|---|---|---|
| AMZN | Amazon | Held | aging | over 20% · |
Current: last confirmed within 120 days of this page’s update; aging: within a year; older is shown as last known. A size followed by a trim, a sale or a “not held” is greyed out and dated as it was said. Weights are per account and per date, so they do not add up to 100% and cannot be compared across groups. One-off buys are not treated as position sizes. Later statements on the stock’s timeline are linked, not counted.
Snapshots shown on screen
Tables shown on screen, Feb 27, 2026 — 5 months before the latest disclosure
Whole portfolio · 2026-02-27
Watch on YouTube · at 7:52Retiring at 46 Isn't Crazy. Here's My Portfolio Breakdown
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
Read from the brokerage table the creator displayed in the video, at the timestamp linked. Values are as displayed on that day.
Disclosure log, newest first
“And I know that people in my community they're 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.”
Corrected · corrections log
- 13
— Position — GOOGL
“I own Alphabet stock myself. I'm not interested in selling any of my shares at anywhere near these levels.”
“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.”
“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.”
- 10
— Allocation
'The Seeds' — 20 high-upside positions (quantum, nuclear, eVTOL, AI infra, next-gen semis, biotech)on-screen tableSlide '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%.
15 rows: NVDA, AAPL, GOOGL, PLTR, MSFT, META, TSM, APLD, AVGO, APP, ISRG, AMD, ANET, RCL, QBTS — see the snapshot
Slide 'The Rock Stars — The Names That Carry the Portfolio': 15 stocks, semis, AI platforms, infrastructure, growth — 59.8% of the portfolio.
4 rows: MU, VRT, OKLO, RGTI — see the snapshot
Slide 'Zone 2: Tax-Advantaged Accounts': IRAs · Roth · HSA, 69.1% of the portfolio, 62 tickers.
“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.”
3 rows: BTC, ETH, IVV — see the snapshot
- 3
— Position — AMZN
“I had worked at Amazon and I still hold a ton of RSUs, or restricted stock units because Amazon stock alone makes up over 20% of my total wealth.”
Corrected · corrections log
Slide 'My Portfolio: The Two Zones': 78 holdings. Zone 1, brokerage accounts, 25.4% — 32 tickers: ETFs, mega-caps, crypto, legacy holds.
“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.”
Corrected · corrections log
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. What every label means.
Covers Business with Brian’s videos from through : all 57 searched for statements about the creator’s own holdings.
Independent record — not affiliated with or endorsed by Business with Brian. Request a correction or removal