Latest LIBRA WEALTH LLC Stock Portfolio
$228Million
Equity Portfolio Value
Last Reported on: 30 Apr, 2024
About LIBRA WEALTH LLC and it’s 13F Hedge Fund Stock Holdings
LIBRA WEALTH LLC is a hedge fund based in LOS GATOS, CA. On 17-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $339.4 Millions. In it's latest 13F Holdings report, LIBRA WEALTH LLC reported an equity portfolio of $228.2 Millions as of 31 Mar, 2024.
The top stock holdings of LIBRA WEALTH LLC are VOO, BNDW, VEA. The fund has invested 20.2% of it's portfolio in VANGUARD INDEX FDS and 18.2% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off CISCO SYS INC (CSCO) stocks. They significantly reduced their stock positions in VANGUARD STAR FDS (VXUS), SELECT SECTOR SPDR TR (XLB) and VANGUARD INDEX FDS (VOO). LIBRA WEALTH LLC opened new stock positions in SAMSARA INC (IOT), FIDELITY WISE ORIGIN BITCOIN and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), VANGUARD INDEX FDS (VOO) and AMAZON COM INC (AMZN).
The top stock holdings of LIBRA WEALTH LLC are VOO, BNDW, VEA. The fund has invested 20.2% of it's portfolio in VANGUARD INDEX FDS and 18.2% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off CISCO SYS INC (CSCO) stocks. They significantly reduced their stock positions in VANGUARD STAR FDS (VXUS), SELECT SECTOR SPDR TR (XLB) and VANGUARD INDEX FDS (VOO). LIBRA WEALTH LLC opened new stock positions in SAMSARA INC (IOT), FIDELITY WISE ORIGIN BITCOIN and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), VANGUARD INDEX FDS (VOO) and AMAZON COM INC (AMZN).
New Buys
| Ticker | $ Bought |
|---|---|
| SAMSARA INC | 8,146,690 |
| FIDELITY WISE ORIGIN BITCOIN | 390,419 |
| ISHARES TR | 251,976 |
| WISDOMTREE TR | 202,754 |
New stocks bought by LIBRA WEALTH LLC
Additions
| Ticker | % Inc. |
|---|---|
| NVIDIA CORPORATION | 900 |
| VANGUARD INDEX FDS | 31.99 |
| AMAZON COM INC | 21.68 |
| AMERICAN CENTY ETF TR | 15.29 |
| AMERICAN CENTY ETF TR | 14.65 |
| TESLA INC | 13.75 |
| AMERICAN CENTY ETF TR | 10.1 |
| VANGUARD SPECIALIZED FUNDS | 8.29 |
Additions to existing portfolio by LIBRA WEALTH LLC
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD STAR FDS | -24.99 |
| SELECT SECTOR SPDR TR | -20.57 |
| VANGUARD INDEX FDS | -17.42 |
| VANGUARD INDEX FDS | -15.42 |
| ABBVIE INC | -10.99 |
| VANGUARD INDEX FDS | -8.82 |
| ISHARES TR | -7.21 |
| SCHWAB STRATEGIC TR | -3.96 |
LIBRA WEALTH LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| CISCO SYS INC | -200,362 |
LIBRA WEALTH LLC got rid off the above stocks
Current Stock Holdings of LIBRA WEALTH LLC
Last Reported on: 30 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.01 | 26,808 | 4,597,040 | ADDED | 1.44 | |
| AAXJ | ISHARES TR | 0.26 | 5,699 | 596,856 | UNCHANGED | 0.00 | |
| ABBV | ABBVIE INC | 0.20 | 2,511 | 457,253 | REDUCED | -10.99 | |
| AEMB | AMERICAN CENTY ETF TR | 2.68 | 65,332 | 6,122,260 | ADDED | 15.29 | |
| AEMB | AMERICAN CENTY ETF TR | 2.47 | 97,285 | 5,638,640 | ADDED | 10.1 | |
| AEMB | AMERICAN CENTY ETF TR | 1.70 | 58,787 | 3,871,710 | ADDED | 14.65 | |
| AGG | ISHARES TR | 1.81 | 35,931 | 4,142,840 | REDUCED | -7.21 | |
| AGG | ISHARES TR | 0.35 | 3,775 | 793,883 | REDUCED | -2.68 | |
| AGT | ISHARES TR | 0.41 | 8,120 | 933,475 | UNCHANGED | 0.00 | |
| AGT | ISHARES TR | 0.15 | 4,210 | 336,421 | UNCHANGED | 0.00 | |
| AGZD | WISDOMTREE TR | 0.09 | 2,867 | 202,754 | NEW | ||
| AMAT | APPLIED MATLS INC | 0.14 | 1,600 | 329,968 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 0.44 | 5,573 | 1,005,260 | ADDED | 21.68 | |
| AXP | AMERICAN EXPRESS CO | 0.13 | 1,300 | 295,997 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 1.37 | 111,081 | 3,130,260 | REDUCED | -3.89 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 18.20 | 709,186 | 41,522,800 | ADDED | 5.23 | |
| BNDX | VANGUARD CHARLOTTE FDS | 0.16 | 7,236 | 355,939 | UNCHANGED | 0.00 | |
| COST | COSTCO WHSL CORP NEW | 0.12 | 390 | 285,726 | UNCHANGED | 0.00 | |
| CSCO | CISCO SYS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DE | DEERE & CO | 0.10 | 555 | 227,961 | UNCHANGED | 0.00 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.94 | 290,944 | 15,836,100 | REDUCED | -0.96 | |
| DMXF | ISHARES TR | 0.11 | 2,502 | 251,976 | NEW | ||
| EDV | VANGUARD WORLD FD | 2.59 | 63,397 | 5,907,970 | ADDED | 3.62 | |
| EDV | VANGUARD WORLD FD | 1.02 | 40,701 | 2,339,090 | ADDED | 6.52 | |
| EMGF | ISHARES INC | 0.10 | 7,187 | 231,637 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 5.56 | 325,191 | 12,689,000 | REDUCED | -3.96 | |
| FNDA | SCHWAB STRATEGIC TR | 5.48 | 204,822 | 12,504,400 | REDUCED | -2.77 | |
| FNDA | SCHWAB STRATEGIC TR | 2.70 | 125,435 | 6,152,590 | REDUCED | -0.31 | |
| GOOG | ALPHABET INC | 0.20 | 3,100 | 467,883 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.14 | 2,060 | 313,656 | UNCHANGED | 0.00 | |
| HD | HOME DEPOT INC | 0.28 | 1,697 | 650,969 | UNCHANGED | 0.00 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.25 | 2,992 | 571,352 | UNCHANGED | 0.00 | |
| IOT | SAMSARA INC | 3.57 | 215,578 | 8,146,690 | NEW | ||
| LC | LENDINGCLUB CORP | 0.28 | 73,133 | 642,839 | UNCHANGED | 0.00 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 0.13 | 515 | 286,546 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 1.73 | 9,397 | 3,953,420 | REDUCED | -2.34 | |
| NFLX | NETFLIX INC | 1.26 | 4,734 | 2,875,100 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 2.20 | 5,564 | 5,027,610 | ADDED | 900 | |
| QQQ | INVESCO QQQ TR | 0.21 | 1,088 | 483,083 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 1.31 | 5,703 | 2,983,070 | REDUCED | -0.54 | |
| SQ | BLOCK INC | 0.13 | 3,554 | 300,597 | UNCHANGED | 0.00 | |
| TSLA | TESLA INC | 0.38 | 4,938 | 868,051 | ADDED | 13.75 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.97 | 317,291 | 15,918,500 | ADDED | 4.5 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.24 | 3,031 | 548,980 | ADDED | 8.29 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.24 | 4,496 | 543,971 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 20.25 | 177,768 | 46,201,800 | ADDED | 0.9 | |
| VOO | VANGUARD INDEX FDS | 0.60 | 2,824 | 1,357,500 | REDUCED | -15.42 | |
| VOO | VANGUARD INDEX FDS | 0.54 | 5,401 | 1,234,720 | ADDED | 31.99 | |
| VOO | VANGUARD INDEX FDS | 0.38 | 2,534 | 872,203 | REDUCED | -8.82 | |
| VOO | VANGUARD INDEX FDS | 0.29 | 2,673 | 667,876 | REDUCED | -17.42 | |
| VOO | VANGUARD INDEX FDS | 0.28 | 3,385 | 649,514 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.24 | 6,422 | 555,358 | ADDED | 0.14 | |
| VOO | VANGUARD INDEX FDS | 0.18 | 2,564 | 417,573 | REDUCED | -3.21 | |
| VXUS | VANGUARD STAR FDS | 0.14 | 5,118 | 308,615 | REDUCED | -24.99 | |
| XLB | SELECT SECTOR SPDR TR | 0.09 | 1,000 | 208,270 | REDUCED | -20.57 | |
| FIDELITY WISE ORIGIN BITCOIN | 0.17 | 6,291 | 390,419 | NEW |