Latest LIBRA WEALTH LLC Stock Portfolio
LIBRA WEALTH LLC Performance:
2025 Q3: 1.87%YTD: 3.13%2024: 4.92%
Performance for 2025 Q3 is 1.87%, and YTD is 3.13%, and 2024 is 4.92%.
About LIBRA WEALTH LLC and 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 $333 Millions as of 30 Sep, 2025.
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 17.7% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off CHARGEPOINT HOLDINGS INC (CHPT) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), COSTCO WHSL CORP NEW (COST) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), FIDELITY WISE ORIGIN BITCOIN and INVESCO QQQ TR (QQQ).
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 17.7% of portfolio in VANGUARD SCOTTSDALE FDS.
The fund managers got completely rid off CHARGEPOINT HOLDINGS INC (CHPT) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), COSTCO WHSL CORP NEW (COST) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), FIDELITY WISE ORIGIN BITCOIN and INVESCO QQQ TR (QQQ).
LIBRA WEALTH LLC Annual Return Estimates Vs S&P 500
Our best estimate is that LIBRA WEALTH LLC made a return of 1.87% in the last quarter. In trailing 12 months, it's portfolio return was 4.7%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| american centy etf tr | 21.98 |
| fidelity wise origin bitcoin | 21.44 |
| berkshire hathaway inc del | 20.17 |
| american centy etf tr | 12.17 |
| american centy etf tr | 11.84 |
| invesco qqq tr | 11.77 |
| vanguard tax-managed fds | 7.73 |
| vanguard scottsdale fds | 6.58 |
Additions to existing portfolio by LIBRA WEALTH LLC
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -38.86 |
| costco whsl corp new | -15.37 |
| ishares tr | -9.13 |
| amazon com inc | -6.25 |
| cisco sys inc | -6.01 |
| alphabet inc | -4.62 |
| spdr s&p 500 etf tr | -4.59 |
| atlassian corporation | -4.36 |
LIBRA WEALTH LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| chargepoint holdings inc | -35,165 |
LIBRA WEALTH LLC got rid off the above stocks
Sector Distribution
LIBRA WEALTH LLC has about 87.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 87.1 |
| Technology | 8.2 |
| Communication Services | 2.8 |
| Consumer Cyclical | 1.2 |
Market Cap. Distribution
LIBRA WEALTH LLC has about 12.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 87.2 |
| MEGA-CAP | 11 |
| LARGE-CAP | 1.4 |
Stocks belong to which Index?
About 12.4% of the stocks held by LIBRA WEALTH LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 87.3 |
| S&P 500 | 12.4 |
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 68 stocks in it's portfolio. About 75.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for LIBRA WEALTH LLC last quarter.
Last Reported on: 06 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.83 | 23,932 | 6,093,750 | reduced | -38.86 | ||
| AAXJ | ishares tr | 0.18 | 5,699 | 608,539 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.07 | 2,339 | 249,080 | reduced | -9.13 | ||
| ABBV | abbvie inc | 0.17 | 2,492 | 576,998 | unchanged | 0.00 | ||
| ADI | analog devices inc | 0.12 | 1,693 | 415,970 | reduced | -0.59 | ||
| AEMB | american centy etf tr | 4.02 | 134,341 | 13,371,000 | added | 21.98 | ||
| AEMB | american centy etf tr | 3.82 | 169,176 | 12,706,800 | added | 12.17 | ||
| AEMB | american centy etf tr | 3.40 | 127,276 | 11,331,400 | added | 11.84 | ||
| AGT | ishares tr | 0.17 | 6,149 | 571,734 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.16 | 3,544 | 516,006 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.10 | 1,600 | 327,584 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.30 | 4,604 | 1,010,900 | reduced | -6.25 | ||
| AOA | ishares tr | 0.12 | 1,525 | 417,316 | unchanged | 0.00 | ||
| AXP | american express co | 0.12 | 1,255 | 416,861 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.90 | 104,269 | 3,013,370 | reduced | -1.02 | ||
| BNDW | vanguard scottsdale fds | 17.66 | 979,557 | 58,802,800 | added | 6.58 | ||
| BNDX | vanguard charlotte fds | 0.11 | 7,236 | 357,893 | unchanged | 0.00 | ||
| CHPT | chargepoint holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CNXC | concentrix corp | 0.06 | 4,584 | 211,552 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.10 | 347 | 321,495 | reduced | -15.37 | ||