LIBRA WEALTH LLC
Sector Allocation
- Other86.0%$336.6M
- Technology8.6%$33.4M
- Financials2.9%$11.2M
- Consumer Discretionary1.0%$4.0M
- Communication Services1.0%$3.8M
- Healthcare0.2%$934,901
- Industrials0.2%$862,016
- Consumer Staples0.1%$211,416
- Materials0.1%$200,257
AUM History
13fpro.ai/research/fund/libra-wealth-llc-1925385
Conviction and streaks
Stable · top 10 = 77.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$81.7M
- VANGUARD$64.4M
- VANGUARD$31.2M
- AMERICAN$21.6M
- SCHWAB$20.1M
- SCHWAB$20.0M
- DIMENSIONAL$19.3M
- AMERICAN$17.9M
- AMERICAN$15.2M
NVDA
$11.6M- VANGUARD$7.1M
AAPL
$6.9M- ISHARES$6.7M
FBTC
$5.4MSPY
$5.0M- SCHWAB$4.8M
HOOD
$4.5MMSFT
$4.3MNFLX
$3.8M- SPDR$3.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/libra-wealth-llc-1925385
LIBRA WEALTH LLC 13F holdings — Q2 2026
$391.2M portfolio (+10.3% QoQ) · 70 holdings · Q2 2026 13F · top 10 are 77% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$81.7M
20.9% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$64.4M
16.5% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$31.2M
8.0% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - US SML CP VALU
$21.6M
5.5% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - US BRD MKT ETF
$20.1M
5.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - INTL EQTY ETF
$20.0M
5.1% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DIMENSIONAL ETF TRUST - US TARGETED VLU
$19.3M
4.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$17.9M
4.6% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
AMERICAN CENTY ETF TR - INTL SMCP VLU
$15.2M
3.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $11.6M
3.0% of stocks
+0.6%This quarter-1.4%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $81.7M | 20.9% | +0.7% | — | — | — | — | |
| 2 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $64.4M | 16.5% | +0.6% | — | — | — | — | |
| 3 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $31.2M | 8.0% | -0.7% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - US SML CP VALU | $21.6M | 5.5% | -0.5% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - US BRD MKT ETF | $20.1M | 5.1% | -2% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $20.0M | 5.1% | -3% | — | — | — | — | |
| 7 | DIMENSIONAL ETF TRUST - US TARGETED VLU | $19.3M | 4.9% | -1% | — | — | — | — | |
| 8 | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $17.9M | 4.6% | -3% | — | — | — | — | |
| 9 | AMERICAN CENTY ETF TR - INTL SMCP VLU | $15.2M | 3.9% | -1% | — | — | — | — | |
| 10 | $11.6M | 3.0% | +0.6% | -1.4% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial |
All holdings — LIBRA WEALTH LLC (Q2 2026)
70 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD WORLD FD - ESG US STK ETFetf/fund | — | $7.1M | 1.8% | 53K | -0.1% | — | — | 13F |
| 12 | Apple Inc. | Technology | $6.9M | 1.8% | 24K | +5% | 10+ qtrs | 75.7 | 13F | |
| 13 | — | ISHARES TR - CORE S&P TTL STKetf/fund | — | $6.7M | 1.7% | 41K | -1% | — | — | 13F |
| 14 | Fidelity Wise Origin Bitcoin Fund | Financials | $5.4M | 1.4% | 105K | +12% | 10+ qtrsAdded 5 qtrs in a row | — | 13F | |
| 15 | SPDR S&P 500 ETF TRUSTetf/fund | — | $5.0M | 1.3% | 6,678 | — | 10+ qtrs | — | 13F | |
| 16 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $4.8M | 1.2% | 194K | -4% | — | — | 13F |
| 17 | Robinhood Markets, Inc. | Financials | $4.5M | 1.1% | 45K | +0.1% | 3 qtrs | 82.2 | 13F | |
| 18 | MICROSOFT CORP | Technology | $4.3M | 1.1% | 12K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | NETFLIX INC | Communication Services | $3.8M | 1.0% | 53K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SPDR SERIES TRUST - ST INTER ETFetf/fund | — | $3.0M | 0.8% | 104K | — | — | — | 13F |
| 21 | Alphabet Inc. | Technology | $2.9M | 0.8% | 8,319 | +7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Tesla, Inc. | Consumer Discretionary | $2.2M | 0.6% | 5,318 | +5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | QUALCOMM INC/DE | Technology | $1.9M | 0.5% | 10K | +0.4% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.9M | 0.5% | 2,742 | -9% | — | — | 13F |
| 25 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $1.5M | 0.4% | 18K | +500% | — | — | 13F |
| 26 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $1.5M | 0.4% | 18K | -2% | |||
| 27 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.3% | 3,440 | +11% | |||
| 28 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.2M | 0.3% | 5,518 | — | |||
| 29 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.3% | 1,630 | +2% | |||
| 30 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.2M | 0.3% | 3,797 | — | |||
| 31 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.3% | 4,701 | +10% | |||
| 32 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.1M | 0.3% | 3,610 | -4% | |||
| 33 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $863K | 0.2% | 11K | +300% | |||
| 34 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $845K | 0.2% | 3,479 | — | |||
| 35 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $802K | 0.2% | 2,851 | +1% | |||
| 36 | — | ISHARES TR - CORE S&P US GWT | — | $777K | 0.2% | 4,133 | — | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $753K | 0.2% | 3,950 | — | |||
| 38 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $700K | 0.2% | 4,429 | — | |||
| 39 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $693K | 0.2% | 8,271 | — | |||
| 40 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $662K | 0.2% | 2,799 | — | |||
| 41 | $ABBV | AbbVie Inc. | Healthcare | $638K | 0.2% | 2,536 | +6% | |||
| 42 | — | ISHARES TR - ESG AW MSCI EAFE | — | $632K | 0.2% | 6,149 | — | |||
| 43 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $632K | 0.2% | 1,683 | +1% | |||
| 44 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $628K | 0.2% | 1,780 | +2% | |||
| 45 | $ADI | ANALOG DEVICES INC | Technology | $608K | 0.2% | 1,531 | +2% | |||
| 46 | — | ISHARES TR - SHRT NAT MUN ETF | — | $607K | 0.2% | 5,699 | — | |||
| 47 | — | ISHARES TR - ESG AWR MSCI USA | — | $598K | 0.1% | 3,653 | +3% | |||
| 48 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $594K | 0.1% | 6,165 | — | |||
| 49 | $CSCO | CISCO SYSTEMS, INC. | Technology | $497K | 0.1% | 4,231 | +3% | |||
| 50 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $468K | 0.1% | 636 | -51% | |||
| 51 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $465K | 0.1% | 5,440 | — | |||
| 52 | $AXP | AMERICAN EXPRESS CO | Financials | $429K | 0.1% | 1,268 | +1% | |||
| 53 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $390K | 0.1% | 6,539 | +0.8% | |||
| 54 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $363K | 0.1% | 725 | +29% | |||
| 55 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $362K | 0.1% | 515 | — | |||
| 56 | $DE | DEERE & CO | Industrials | $355K | 0.1% | 559 | +0.7% | |||
| 57 | — | ISHARES TR - CORE MSCI TOTAL | — | $333K | 0.1% | 3,485 | — | |||
| 58 | $META | Meta Platforms, Inc. | Technology | $325K | 0.1% | 577 | +57% | |||
| 59 | $META | Meta Platforms, Inc. | Technology | $300K | 0.1% | 3,850 | +10% | |||
| 60 | $JNJ | JOHNSON & JOHNSON | Healthcare | $297K | 0.1% | 1,168 | +23% | |||
| 61 | $CAT | CATERPILLAR INC | Industrials | $285K | 0.1% | 268 | New | |||
| 62 | $IVZ | Invesco Ltd. | Financials | $266K | 0.1% | 1,251 | — | |||
| 63 | $GLDM | World Gold Trust | Financials | $265K | 0.1% | 3,331 | New | |||
| 64 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $248K | 0.1% | 2,525 | — | |||
| 65 | — | SPDR SERIES TRUST - ST STR R2K LOWV | — | $230K | 0.1% | 1,463 | — | |||
| 66 | $PH | Parker-Hannifin Corp | Industrials | $222K | 0.1% | 227 | New | |||
| 67 | — | ISHARES TR - RUS 1000 ETF | — | $220K | 0.1% | 538 | New | |||
| 68 | $AVGO | Broadcom Inc. | Technology | $219K | 0.1% | 581 | New | |||
| 69 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $211K | 0.1% | 226 | -10% | |||
| 70 | $GLW | CORNING INC /NY | Materials | $200K | 0.1% | 784 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 6 new, 30 added to, 15 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$CATCATERPILLAR INC$285K
first bought this quarter
$GLDMWorld Gold Trust$265K
first bought this quarter
$PHParker-Hannifin Corp$222K
first bought this quarter
- ISHARES TR - RUS 1000 ETF$220K
first bought this quarter
$AVGOBroadcom Inc.$219K
first bought this quarter
$GLWCORNING INC /NY$200K
first bought this quarter
Added to (30)
- VANGUARD INDEX FDS - GROWTH ETF+500%
now $1.5M
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $863K
now $5.4M · held 10+ qtrs, 5 adds in a row
- VANGUARD INDEX FDS - TOTAL STK MKT+0.7%
now $81.7M
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+0.6%
now $64.4M
now $6.9M · held 10+ qtrs
+24 more in the Excel export
Trimmed (15)
- SCHWAB STRATEGIC TR - INTL EQTY ETF-3%
now $20.0M
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT-3%
now $17.9M
- SCHWAB STRATEGIC TR - US BRD MKT ETF-2%
now $20.1M
$QQQINVESCO QQQ TRUST, SERIES 1-51%
now $468K · held 10+ qtrs, 2 trims in a row
- DIMENSIONAL ETF TRUST - US TARGETED VLU-1%
now $19.3M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-0.7%
now $31.2M
+9 more in the Excel export
Sold out (2)
- VANGUARD CHARLOTTE FDSwas $348K
$INTUINTUIT INC.was $240K
held 7 qtrs
Holdings by quarter
Every 13F LIBRA WEALTH LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow LIBRA WEALTH?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LIBRA WEALTH's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+4.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
77%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LIBRA WEALTH LLC disclosed 70 positions worth $391.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $CAT. The portfolio is most concentrated in Other (86.0% of disclosed assets). All figures are sourced directly from LIBRA WEALTH LLC’s Form 13F-HR filing with the SEC under CIK 1925385.
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AI-Powered Hedge Fund Analysis: LIBRA WEALTH LLC
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Every holding in LIBRA WEALTH LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.