LIBRA WEALTH LLC
CIK 1925385 · View on SEC EDGAR ↗
- Portfolio value
- $354.8M
- Positions
- 66
- As of
- March 31, 2026 Data as of Q1 2026
#4,336 of 8,643 by 13F value · top 50.2%
Portfolio value QoQ: -0.7% 13F does not disclose cash
- Top 10 holdings weight
- 77.44%
- Top 25 holdings weight
- 93.24%
- Positions above 1%
- 18
- Effective number of positions
- 10.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.13% Est. buys $6,387,965 · sells $4,207,450
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.3% still held
- New positions
- 6
- Increased
- 30
- Decreased
- 15
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
7.2%
Communication Services
2.1%
Financial Services
1.3%
Consumer Discretionary
0.6%
Retail
0.5%
Industrials
0.3%
Healthcare
0.2%
Communications
0.1%
Other/Unmapped
87.7%
Full portfolio 70 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $81,702,652 | 20.88% | 220,794 | $11,362,458 | Up ×4 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $64,417,307 | 16.47% | 1,092,189 | $-261,318 | Up ×6 | ||
| VEA | $31,191,430 | 7.97% | 437,774 | $2,941,092 | Down ×1 | ||
| AVUV | $21,596,081 | 5.52% | 173,101 | $2,373,417 | Down ×1 | ||
| SCHB | $20,126,679 | 5.14% | 694,982 | $2,257,512 | Down ×4 | ||
| SCHF | $19,958,016 | 5.10% | 720,506 | $1,514,266 | Down ×4 | ||
| DFAT | $19,300,667 | 4.93% | 276,118 | $1,809,841 | Down ×4 | ||
| AVEM | $17,919,930 | 4.58% | 185,718 | $2,466,298 | Down ×1 | ||
| AVDV | $15,151,132 | 3.87% | 147,027 | $280,380 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $11,600,867 | 2.97% | 57,978 | $1,545,618 | Up ×1 | ||
| ESGV | $7,072,460 | 1.81% | 53,482 | $1,063,321 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $6,926,059 | 1.77% | 23,936 | $1,126,251 | Up ×1 | ||
| ITOT | $6,678,725 | 1.71% | 40,657 | $829,267 | Down ×3 | ||
| FBTC | $5,379,394 | 1.37% | 105,375 | $-152,721 | Up ×5 | ||
| SPY SPY | $4,986,932 | 1.27% | 6,678 | $643,960 | |||
| SCHR | $4,776,001 | 1.22% | 193,674 | $-256,890 | Down ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $4,497,558 | 1.15% | 44,850 | $1,393,542 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4,297,310 | 1.10% | 11,520 | $207,923 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $3,776,060 | 0.97% | 52,886 | $-1,295,853 | Up ×1 | ||
| SPTI | $2,960,197 | 0.76% | 104,269 | $-28,153 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,939,282 | 0.75% | 8,319 | $713,879 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2,236,751 | 0.57% | 5,318 | $355,696 | Up ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1,887,445 | 0.48% | 10,214 | $577,752 | Up ×1 | ||
| VOO | $1,883,233 | 0.48% | 2,742 | $83,412 | Down ×2 | ||
| VUG | $1,530,363 | 0.39% | 17,766 | $237,028 | Up ×1 | ||
| VSGX | $1,487,472 | 0.38% | 18,065 | $161,471 | Down ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,229,353 | 0.31% | 3,440 | $337,917 | Up ×1 | ||
| VTV | $1,202,538 | 0.31% | 5,518 | $119,906 | |||
| AMAT Applied Materials, Inc. - Common Stock | $1,178,490 | 0.30% | 1,630 | $631,626 | Up ×1 | ||
| VB | $1,150,947 | 0.29% | 3,797 | $156,437 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,120,436 | 0.29% | 4,701 | $227,999 | Up ×1 | ||
| IWM | $1,084,625 | 0.28% | 3,610 | $148,425 | Down ×1 | ||
| VO | $862,744 | 0.22% | 10,708 | $93,963 | Up ×1 | ||
| VBR | $845,362 | 0.22% | 3,479 | $89,549 | |||
| IBM International Business Machines Corporation Common Stock | $801,730 | 0.20% | 2,851 | $120,129 | Up ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $777,376 | 0.20% | 4,133 | $136,306 | |||
| XLK XLK | $752,554 | 0.19% | 3,950 | $227,599 | |||
| VYM | $699,915 | 0.18% | 4,429 | $43,980 | |||
| VEU | $692,696 | 0.18% | 8,271 | $71,544 | |||
| VIG | $662,299 | 0.17% | 2,799 | $60,346 | |||
| ABBV AbbVie Inc. Common Stock | $638,159 | 0.16% | 2,536 | $119,228 | Up ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $632,179 | 0.16% | 6,149 | $44,212 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $631,664 | 0.16% | 1,683 | $169,010 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $627,770 | 0.16% | 1,780 | $55,501 | Up ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $608,067 | 0.16% | 1,531 | $128,312 | Up ×1 | ||
| SUB | $606,773 | 0.16% | 5,699 | $-171 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $597,887 | 0.15% | 3,653 | $96,695 | Up ×1 | ||
| VNQ | $594,491 | 0.15% | 6,165 | $47,655 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $496,973 | 0.13% | 4,231 | $178,544 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $468,350 | 0.12% | 636 | $-278,521 | Down ×2 | ||
| VXUS Vanguard Total International Stock ETF | $465,066 | 0.12% | 5,440 | $45,588 | |||
| AXP American Express Company Common Stock | $428,901 | 0.11% | 1,268 | $49,289 | Up ×1 | ||
| VWO | $390,332 | 0.10% | 6,539 | $39,584 | Up ×1 | ||
| BRKB | $362,783 | 0.09% | 725 | $93,952 | Up ×1 | ||
| MDY | $362,220 | 0.09% | 515 | $44,589 | |||
| DE Deere & Company Common Stock | $354,590 | 0.09% | 559 | $41,958 | Up ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $332,608 | 0.09% | 3,485 | $30,668 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $325,018 | 0.08% | 577 | $115,046 | Up ×1 | ||
| BSV | $299,954 | 0.08% | 3,850 | $25,833 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $296,742 | 0.08% | 1,168 | $64,912 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $285,393 | 0.07% | 268 | Up ×1 | |||
| RSP | $266,175 | 0.07% | 1,251 | $26,083 | |||
| GLDM | $264,548 | 0.07% | 3,331 | Up ×1 | |||
| VYMI Vanguard International High Dividend Yield ETF | $247,955 | 0.06% | 2,525 | $9,999 | |||
| SMLV | $230,222 | 0.06% | 1,463 | $29,678 | |||
| PH Parker-Hannifin Corporation Common Stock | $222,033 | 0.06% | 227 | Up ×1 | |||
| IWB | $220,311 | 0.06% | 538 | ||||
| AVGO Broadcom Inc. - Common Stock | $219,473 | 0.06% | 581 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $211,416 | 0.05% | 226 | $-37,692 | Down ×4 | ||
| GLW Corning Incorporated Common Stock | $200,257 | 0.05% | 784 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VTI | $81,702,652 | 20.88% | up ×4 |
| VGIT | $64,417,307 | 16.47% | up ×6 |
| FBTC | $5,379,394 | 1.37% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| LC | Dec. 31, 2025 | 73,133 | $1,110,890 | No longer tracked |
| IWY | Dec. 31, 2025 | 1,525 | $417,316 | No longer tracked |
| TEAM | March 31, 2026 | 2,189 | $354,924 | 145.2% |
| BNDX | June 30, 2026 | 7,236 | $347,690 | |
| SPYM | June 30, 2025 | 4,902 | $322,356 | No longer tracked |
| MUB | Dec. 31, 2025 | 2,339 | $249,080 | No longer tracked |
| CRM | March 31, 2026 | 908 | $240,538 | 8.1% |
| INTU | June 30, 2026 | 554 | $239,539 | 38.1% |
| SCHD | Dec. 31, 2025 | 8,526 | $232,760 | No longer tracked |
| SGOV | June 30, 2025 | 2,158 | $217,246 | -0.1% |
| CNXC | Dec. 31, 2025 | 4,584 | $211,552 | -40.5% |
| GBIL | June 30, 2025 | 2,054 | $205,770 | No longer tracked |
| IWB | March 31, 2026 | 538 | $200,911 | No longer tracked |
| CHPTXXXX | Sept. 30, 2025 | 50,000 | $35,165 | No longer tracked |