LIBRA WEALTH LLC
CIK 1925385 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $391.2M
- Posisi
- 70
- Per tanggal
- 30 Juni 2026
#4.416 dari 9.443 berdasarkan nilai 13F · top 46.8%
Nilai portofolio QoQ: +10.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 77,44%
- Bobot 25 kepemilikan teratas
- 93,24%
- Posisi di atas 1%
- 18
- Jumlah posisi efektif
- 10,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,13% Perkiraan pembelian $6.387.965 · penjualan $4.207.450
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,3% masih dipegang
- Posisi baru
- 6
- Meningkat
- 30
- Menurun
- 15
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
87,7%
Portofolio lengkap 70 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $81.702.652 | 20,88% | 220.794 | $11.362.458 | Naik ×4 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $64.417.307 | 16,47% | 1.092.189 | $-261.318 | Naik ×6 | ||
| VEA | $31.191.430 | 7,97% | 437.774 | $2.941.092 | Turun ×1 | ||
| AVUV | $21.596.081 | 5,52% | 173.101 | $2.373.417 | Turun ×1 | ||
| SCHB | $20.126.679 | 5,14% | 694.982 | $2.257.512 | Turun ×4 | ||
| SCHF | $19.958.016 | 5,10% | 720.506 | $1.514.266 | Turun ×4 | ||
| DFAT | $19.300.667 | 4,93% | 276.118 | $1.809.841 | Turun ×4 | ||
| AVEM | $17.919.930 | 4,58% | 185.718 | $2.466.298 | Turun ×1 | ||
| AVDV | $15.151.132 | 3,87% | 147.027 | $280.380 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $11.600.867 | 2,97% | 57.978 | $1.545.618 | Naik ×1 | ||
| ESGV | $7.072.460 | 1,81% | 53.482 | $1.063.321 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $6.926.059 | 1,77% | 23.936 | $1.126.251 | Naik ×1 | ||
| ITOT | $6.678.725 | 1,71% | 40.657 | $829.267 | Turun ×3 | ||
| FBTC | $5.379.394 | 1,37% | 105.375 | $-152.721 | Naik ×5 | ||
| SPY SPY | $4.986.932 | 1,27% | 6.678 | $643.960 | |||
| SCHR | $4.776.001 | 1,22% | 193.674 | $-256.890 | Turun ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $4.497.558 | 1,15% | 44.850 | $1.393.542 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4.297.310 | 1,10% | 11.520 | $207.923 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $3.776.060 | 0,97% | 52.886 | $-1.295.853 | Naik ×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 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2.236.751 | 0,57% | 5.318 | $355.696 | Naik ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1.887.445 | 0,48% | 10.214 | $577.752 | Naik ×1 | ||
| VOO | $1.883.233 | 0,48% | 2.742 | $83.412 | Turun ×2 | ||
| VUG | $1.530.363 | 0,39% | 17.766 | $237.028 | Naik ×1 | ||
| VSGX | $1.487.472 | 0,38% | 18.065 | $161.471 | Turun ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.229.353 | 0,31% | 3.440 | $337.917 | Naik ×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 | Naik ×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 | Naik ×1 | ||
| IWM | $1.084.625 | 0,28% | 3.610 | $148.425 | Turun ×1 | ||
| VO | $862.744 | 0,22% | 10.708 | $93.963 | Naik ×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 | Naik ×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 | Naik ×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 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $627.770 | 0,16% | 1.780 | $55.501 | Naik ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $608.067 | 0,16% | 1.531 | $128.312 | Naik ×1 | ||
| SUB | $606.773 | 0,16% | 5.699 | $-171 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $597.887 | 0,15% | 3.653 | $96.695 | Naik ×1 | ||
| VNQ | $594.491 | 0,15% | 6.165 | $47.655 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $496.973 | 0,13% | 4.231 | $178.544 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $468.350 | 0,12% | 636 | $-278.521 | Turun ×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 | Naik ×1 | ||
| VWO | $390.332 | 0,10% | 6.539 | $39.584 | Naik ×1 | ||
| BRKB | $362.783 | 0,09% | 725 | $93.952 | Naik ×1 | ||
| MDY | $362.220 | 0,09% | 515 | $44.589 | |||
| DE Deere & Company Common Stock | $354.590 | 0,09% | 559 | $41.958 | Naik ×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 | Naik ×1 | ||
| BSV | $299.954 | 0,08% | 3.850 | $25.833 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $296.742 | 0,08% | 1.168 | $64.912 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $285.393 | 0,07% | 268 | Naik ×1 | |||
| RSP | $266.175 | 0,07% | 1.251 | $26.083 | |||
| GLDM | $264.548 | 0,07% | 3.331 | Naik ×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 | Naik ×1 | |||
| IWB | $220.311 | 0,06% | 538 | ||||
| AVGO Broadcom Inc. - Common Stock | $219.473 | 0,06% | 581 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $211.416 | 0,05% | 226 | $-37.692 | Turun ×4 | ||
| GLW Corning Incorporated Common Stock | $200.257 | 0,05% | 784 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VTI | $81.702.652 | 20,88% | naik ×4 |
| VGIT | $64.417.307 | 16,47% | naik ×6 |
| FBTC | $5.379.394 | 1,37% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTI | Beli lebih banyak | +2K | +$11.4M |
| VEA | Dipangkas | -3K | +$2.9M |
| AVEM | Dipangkas | -6K | +$2.5M |
| AVUV | Dipangkas | -907 | +$2.4M |
| SCHB | Dipangkas | -17K | +$2.3M |
| DFAT | Dipangkas | -4K | +$1.8M |
| NVDA | Beli lebih banyak | +322 | +$1.5M |
| SCHF | Dipangkas | -25K | +$1.5M |
| HOOD | Beli lebih banyak | +59 | +$1.4M |
| NFLX | Beli lebih banyak | +136 | -$1.3M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| LC | 31 Des. 2025 | 73.133 | $1.110.890 | Tidak lagi dilacak |
| IWY | 31 Des. 2025 | 1.525 | $417.316 | Tidak lagi dilacak |
| TEAM | 31 Maret 2026 | 2.189 | $354.924 | 145,2% |
| BNDX | 30 Juni 2026 | 7.236 | $347.690 | |
| SPYM | 30 Juni 2025 | 4.902 | $322.356 | Tidak lagi dilacak |
| MUB | 31 Des. 2025 | 2.339 | $249.080 | Tidak lagi dilacak |
| CRM | 31 Maret 2026 | 908 | $240.538 | 8,1% |
| INTU | 30 Juni 2026 | 554 | $239.539 | 38,1% |
| SCHD | 31 Des. 2025 | 8.526 | $232.760 | Tidak lagi dilacak |
| SGOV | 30 Juni 2025 | 2.158 | $217.246 | -0,1% |
| CNXC | 31 Des. 2025 | 4.584 | $211.552 | -40,5% |
| GBIL | 30 Juni 2025 | 2.054 | $205.770 | Tidak lagi dilacak |
| IWB | 31 Maret 2026 | 538 | $200.911 | Tidak lagi dilacak |
| CHPTXXXX | 30 Sep. 2025 | 50.000 | $35.165 | Tidak lagi dilacak |