Latest LIBRA WEALTH LLC Stock Portfolio
LIBRA WEALTH LLC Performance:
2026 Q1: -2.1%YTD: -2.1%2025: 14.18%
Performance for 2026 Q1 is -2.1%, and YTD is -2.1%, and 2025 is 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.
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.
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).
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.
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 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 & johnson | 231,830 |
| spdr series trust | 200,544 |
New stocks bought by LIBRA WEALTH LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 34.00 |
| fidelity wise origin bitcoin | 20.94 |
| american centy etf tr | 8.27 |
| american centy etf tr | 4.66 |
| vanguard index fds | 3.78 |
| vanguard tax-managed fds | 3.44 |
| vanguard scottsdale fds | 2.98 |
| american centy etf tr | 0.79 |
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 | % |
|---|---|
| Others | 88.6 |
| Technology | 7.6 |
| Communication Services | 2.4 |
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 | % |
|---|---|
| UNALLOCATED | 88.6 |
| MEGA-CAP | 9.8 |
| LARGE-CAP | 1.7 |
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 | % |
|---|---|
| Others | 89.5 |
| S&P 500 | 10.5 |
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.
Last Reported on: 28 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.63 | 22,853 | 5,799,810 | reduced | -1.14 | ||
| AAXJ | ishares tr | 0.17 | 5,699 | 606,944 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.15 | 2,386 | 518,931 | unchanged | 0.00 | ||
| ADI | analog devices inc | 0.14 | 1,508 | 479,755 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 5.42 | 174,008 | 19,222,700 | added | 8.27 | ||
| AEMB | american centy etf tr | 4.36 | 191,780 | 15,453,600 | added | 0.79 | ||
| AEMB | american centy etf tr | 4.19 | 148,916 | 14,870,800 | added | 4.66 | ||
| AGT | ishares tr | 0.17 | 6,149 | 587,967 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.14 | 3,544 | 501,192 | unchanged | 0.00 | ||
| AMAT | applied matls inc | 0.15 | 1,600 | 546,864 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.25 | 4,285 | 892,437 | reduced | -6.09 | ||
| AXP | american express co | 0.11 | 1,255 | 379,612 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.84 | 104,269 | 2,988,350 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.06 | 1,463 | 200,544 | new | |||
| BIV | vanguard bd index fds | 0.08 | 3,496 | 274,121 | added | 34.00 | ||
| BNDW | vanguard scottsdale fds | 18.23 | 1,086,120 | 64,678,600 | added | 2.98 | ||
| BNDX | vanguard charlotte fds | 0.10 | 7,236 | 347,690 | unchanged | 0.00 | ||
| CDNS | cadence design system inc | 0.13 | 1,665 | 462,654 | unchanged | 0.00 | ||
| COST | costco wholesale corporation | 0.07 | 250 | 249,108 | reduced | -18.57 | ||
| CRM | salesforce inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||