Latest LIBRA WEALTH LLC Stock Portfolio
LIBRA WEALTH LLC Performance:
2025 Q4: -7.04%YTD: 4.99%2024: 0.17%
Performance for 2025 Q4 is -7.04%, and YTD is 4.99%, and 2024 is 0.17%.
About LIBRA WEALTH LLC and 13F Hedge Fund Stock Holdings
LIBRA WEALTH LLC is a hedge fund based in Los Gatos, CA. On 2026-01-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, LIBRA WEALTH LLC reported an equity portfolio of $357.4 Millions as of 31 Dec, 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 LENDINGCLUB CORP (LC), ISHARES TR (AOA) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), SALESFORCE INC (CRM) and ATLASSIAN CORPORATION (TEAM). LIBRA WEALTH LLC opened new stock positions in ROBINHOOD MKTS INC (HOOD), CADENCE DESIGN SYSTEM INC (CDNS) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and FIDELITY WISE ORIGIN BITCOIN.
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 LENDINGCLUB CORP (LC), ISHARES TR (AOA) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), SALESFORCE INC (CRM) and ATLASSIAN CORPORATION (TEAM). LIBRA WEALTH LLC opened new stock positions in ROBINHOOD MKTS INC (HOOD), CADENCE DESIGN SYSTEM INC (CDNS) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and FIDELITY WISE ORIGIN BITCOIN.
LIBRA WEALTH LLC Annual Return Estimates Vs S&P 500
Our best estimate is that LIBRA WEALTH LLC made a return of -7.04% in the last quarter. In trailing 12 months, it's portfolio return was 4.99%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| robinhood mkts inc | 5,065,860 |
| cadence design system inc | 520,446 |
| vanguard bd index fds | 205,615 |
| ishares tr | 200,911 |
New stocks bought by LIBRA WEALTH LLC
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 900 |
| select sector spdr tr | 100 |
| fidelity wise origin bitcoin | 53.61 |
| american centy etf tr | 19.64 |
| alphabet inc | 14.58 |
| american centy etf tr | 12.47 |
| american centy etf tr | 11.79 |
| vanguard index fds | 8.11 |
Additions to existing portfolio by LIBRA WEALTH LLC
Reductions
| Ticker | % Reduced |
|---|---|
| meta platforms inc | -27.00 |
| salesforce inc | -22.19 |
| atlassian corporation | -13.17 |
| costco whsl corp new | -11.53 |
| analog devices inc | -10.93 |
| vanguard world fd | -6.19 |
| vanguard world fd | -6.06 |
| abbvie inc | -4.25 |
LIBRA WEALTH LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| lendingclub corp | -1,110,890 |
| schwab strategic tr | -232,760 |
| concentrix corp | -211,552 |
| ishares tr | -249,080 |
| ishares tr | -417,316 |
LIBRA WEALTH LLC got rid off the above stocks
Sector Distribution
LIBRA WEALTH LLC has about 86.9% of it's holdings in Others sector.
- Others
- Technology
- Communication Services
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 86.9 |
| Technology | 9.1 |
| Communication Services | 2.4 |
| Consumer Cyclical | 1.1 |
Market Cap. Distribution
LIBRA WEALTH LLC has about 13% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 87 |
| MEGA-CAP | 10.1 |
| LARGE-CAP | 2.9 |
Stocks belong to which Index?
About 11.6% of the stocks held by LIBRA WEALTH LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 88.4 |
| S&P 500 | 11.6 |
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 67 stocks in it's portfolio. About 76.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. VB was the most profitable stock for LIBRA WEALTH LLC last quarter.
Last Reported on: 28 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.76 | 23,116 | 6,284,260 | reduced | -3.41 | ||
| AAXJ | ishares tr | 0.17 | 5,699 | 608,083 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.15 | 2,386 | 545,177 | reduced | -4.25 | ||
| ADI | analog devices inc | 0.11 | 1,508 | 408,970 | reduced | -10.93 | ||
| AEMB | american centy etf tr | 4.58 | 160,720 | 16,390,200 | added | 19.64 | ||
| AEMB | american centy etf tr | 4.10 | 190,269 | 14,654,500 | added | 12.47 | ||
| AEMB | american centy etf tr | 3.74 | 142,285 | 13,370,500 | added | 11.79 | ||
| AGT | ishares tr | 0.16 | 6,149 | 584,708 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.15 | 3,544 | 527,985 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.12 | 1,600 | 411,184 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.30 | 4,563 | 1,053,230 | reduced | -0.89 | ||
| AOA | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AXP | american express co | 0.13 | 1,255 | 464,287 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.84 | 104,269 | 3,007,120 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.06 | 2,609 | 205,615 | new | |||
| BNDW | vanguard scottsdale fds | 17.68 | 1,054,710 | 63,208,600 | added | 7.67 | ||
| BNDX | vanguard charlotte fds | 0.10 | 7,236 | 349,644 | unchanged | 0.00 | ||
| CDNS | cadence design system inc | 0.15 | 1,665 | 520,446 | new | |||
| CNXC | concentrix corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||