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Latest LIBRA WEALTH LLC Stock Portfolio

$354Million | No. of Holdings #66

LIBRA WEALTH LLC Performance

2026 Q1-2.10%
YTD-2.10%
2025+14.18%

About LIBRA WEALTH LLC and 13F Hedge Fund Stock Holdings

LIBRA WEALTH LLC is a hedge fund based in Los Gatos, CA. On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, LIBRA WEALTH LLC reported an equity portfolio of $354.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of LIBRA WEALTH LLC are VB, BNDW, VEA. The fund has invested 19.8% of it's portfolio in VANGUARD INDEX FDS and 18.2% of portfolio in VANGUARD SCOTTSDALE FDS. <br><br> The fund managers got completely rid off ATLASSIAN CORPORATION (TEAM), SALESFORCE INC (CRM) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, COSTCO WHOLESALE CORPORATION (COST) and META PLATFORMS INC (META). LIBRA WEALTH LLC opened new stock positions in JOHNSON & JOHNSON (JNJ) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), FIDELITY WISE ORIGIN BITCOIN and AMERICAN CENTY ETF TR (AEMB).
LIBRA WEALTH LLC Equity Portfolio Value
Last Reported on: 28 Apr, 2026
$354Million
  as of Apr 28, 2026

LIBRA WEALTH LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LIBRA WEALTH LLC made a return of -2.1% in the last quarter. In trailing 12 months, it's portfolio return was 14.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
johnson & johnson231,830
spdr series trust200,544
New stocks bought by LIBRA WEALTH LLC

Additions

Ticker% Inc.
vanguard bd index fds34.00
fidelity wise origin bitcoin20.94
american centy etf tr8.27
american centy etf tr4.66
vanguard index fds3.78
vanguard tax-managed fds3.44
vanguard scottsdale fds2.98
american centy etf tr0.79
Additions to existing portfolio by LIBRA WEALTH LLC

Reductions

Ticker% Reduced
berkshire hathaway inc del-19.86
costco wholesale corporation-18.57
meta platforms inc-17.71
vanguard intl equity index f-11.51
dimensional etf trust-6.38
amazon com inc-6.09
schwab strategic tr-5.47
vanguard index fds-4.08
LIBRA WEALTH LLC reduced stake in above stock

Sold off

Ticker$ Sold
atlassian corporation-354,924
salesforce inc-240,538
ishares tr-200,911
LIBRA WEALTH LLC got rid off the above stocks

Sector Distribution

LIBRA WEALTH LLC has about 88.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others88.6
Technology7.6
Communication Services2.4

Market Cap. Distribution

LIBRA WEALTH LLC has about 11.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED88.6
MEGA-CAP9.8
LARGE-CAP1.7

Stocks belong to which Index?

About 10.5% of the stocks held by LIBRA WEALTH LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89.5
S&P 50010.5
Top 5 Winners (%)%
AMAT
applied matls inc
33.0 %
DE
deere & co
21.0 %
ADI
analog devices inc
17.3 %
COST
costco wholesale corporation
14.1 %
AEMB
american centy etf tr
8.0 %
Top 5 Winners ($)$
AEMB
american centy etf tr
1.4 M
AEMB
american centy etf tr
0.9 M
DFAC
dimensional etf trust
0.8 M
VEA
vanguard tax-managed fds
0.7 M
AEMB
american centy etf tr
0.7 M
Top 5 Losers (%)%
HOOD
robinhood mkts inc
-38.7 %
INTU
intuit
-34.7 %
QCOM
qualcomm inc
-24.7 %
MSFT
microsoft corp
-23.4 %
fidelity wise origin bitcoin
-21.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.1 M
HOOD
robinhood mkts inc
-2.0 M
fidelity wise origin bitcoin
-1.5 M
MSFT
microsoft corp
-1.3 M
FNDA
schwab strategic tr
-0.8 M

LIBRA WEALTH LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LIBRA WEALTH LLC

LIBRA WEALTH LLC has 66 stocks in it's portfolio. About 78% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for LIBRA WEALTH LLC last quarter.

$354.85MTotal Value
69.00Positions
28 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of LIBRA WEALTH LLC, last reported on 28 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LIBRA WEALTH LLC's holding in Ishares Tr over time
0.17%5,699
$606.9K
0.17%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LIBRA WEALTH LLC's holding in American Centy Etf Tr over time
5.42%174,008
$19.22M
5.42%
increased 8.27 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LIBRA WEALTH LLC's holding in American Centy Etf Tr over time
4.36%191,780
$15.45M
4.36%
increased 0.79 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LIBRA WEALTH LLC's holding in American Centy Etf Tr over time
4.19%148,916
$14.87M
4.19%
increased 4.66 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
LIBRA WEALTH LLC's holding in Ishares Tr over time
0.17%6,149
$588.0K
0.17%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
LIBRA WEALTH LLC's holding in Ishares Tr over time
0.14%3,544
$501.2K
0.14%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LIBRA WEALTH LLC's holding in Spdr Series Trust over time
0.84%104,269
$2.99M
0.84%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LIBRA WEALTH LLC's holding in Spdr Series Trust over time
0.06%1,463
$200.5K
0.06%
new position
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LIBRA WEALTH LLC's holding in Vanguard Bd Index Fds over time
0.08%3,496
$274.1K
0.08%
increased 34 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
LIBRA WEALTH LLC's holding in Vanguard Scottsdale Fds over time
18.23%1,086,120
$64.68M
18.23%
increased 2.98 percentadded
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
LIBRA WEALTH LLC's holding in Vanguard Charlotte Fds over time
0.1%7,236
$347.7K
0.1%
unchanged 0 percentunchanged