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Latest LIBRA WEALTH LLC Stock Portfolio

$391Million | No. of Holdings #70

LIBRA WEALTH LLC Performance

2026 Q2+8.41%
YTD+6.13%
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 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, LIBRA WEALTH LLC reported an equity portfolio of $391.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LIBRA WEALTH LLC are VB, BNDW, VEA. The fund has invested 20.9% of it's portfolio in VANGUARD INDEX FDS and 16.5% of portfolio in VANGUARD SCOTTSDALE FDS. <br><br> The fund managers got completely rid off VANGUARD CHARLOTTE FDS (BNDX) and INTUIT (INTU) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), COSTCO WHOLESALE CORPORATION (COST) and VANGUARD INDEX FDS (VB). LIBRA WEALTH LLC opened new stock positions in CATERPILLAR INC (CAT), WORLD GOLD TR (GLDM) and PARKER-HANNIFIN CORP (PH). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), META PLATFORMS INC (META) and BERKSHIRE HATHAWAY INC DEL.
LIBRA WEALTH LLC Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$391Million
  as of Aug 06, 2026

LIBRA WEALTH LLC Annual Return Estimates Vs S&P 500

Our best estimate is that LIBRA WEALTH LLC made a return of 8.41% in the last quarter. In trailing 12 months, it's portfolio return was 14.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
caterpillar inc285,393
world gold tr264,548
parker-hannifin corp222,033
ishares tr220,311
broadcom inc219,473
corning inc200,257
New stocks bought by LIBRA WEALTH LLC

Additions

Ticker% Inc.
vanguard index fds500
vanguard index fds300
meta platforms inc57.22
berkshire hathaway inc del29.23
johnson & johnson23.21
fidelity wise origin bitcoin12.44
alphabet inc10.97
vanguard bd index fds10.13
Additions to existing portfolio by LIBRA WEALTH LLC

Reductions

Ticker% Reduced
invesco qqq tr-50.85
costco wholesale corporation-9.6
vanguard index fds-8.96
ishares tr-4.37
schwab strategic tr-4.14
schwab strategic tr-3.31
american centy etf tr-3.16
schwab strategic tr-2.38
LIBRA WEALTH LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard charlotte fds-347,690
intuit-239,539
LIBRA WEALTH LLC got rid off the above stocks

Sector Distribution

LIBRA WEALTH LLC has about 87.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
Sector%
Others87.7
Technology8.5
Communication Services2.1

Market Cap. Distribution

LIBRA WEALTH LLC has about 12.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.7
MEGA-CAP10.1
LARGE-CAP2.1

Stocks belong to which Index?

About 11.1% of the stocks held by LIBRA WEALTH LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88.9
S&P 50011.1
Top 5 Winners (%)%
AMAT
applied matls inc
109.4 %
CSCO
cisco sys inc
50.2 %
HOOD
robinhood mkts inc
44.7 %
XLB
select sector spdr tr
43.4 %
QCOM
qualcomm inc
43.4 %
Top 5 Winners ($)$
VB
vanguard index fds
10.8 M
VEA
vanguard tax-managed fds
3.1 M
AEMB
american centy etf tr
3.0 M
FNDA
schwab strategic tr
2.7 M
AEMB
american centy etf tr
2.5 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.6 %
NFLX
netflix inc.
-25.7 %
fidelity wise origin bitcoin
-12.9 %
COST
costco wholesale corporation
-5.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.6 M
VB
vanguard index fds
-1.4 M
NFLX
netflix inc.
-1.3 M
fidelity wise origin bitcoin
-0.8 M
BNDW
vanguard scottsdale fds
-0.6 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 70 stocks in it's portfolio. About 77.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for LIBRA WEALTH LLC last quarter.

$391.23MTotal Value
72.00Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LIBRA WEALTH LLC, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
LIBRA WEALTH LLC's holding in Ishares Tr over time
0.16%5,699
$606.8K
0.16%
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
5.52%173,101
$21.60M
5.52%
decreased 0.52 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LIBRA WEALTH LLC's holding in American Centy Etf Tr over time
4.58%185,718
$17.92M
4.58%
decreased 3.16 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
LIBRA WEALTH LLC's holding in American Centy Etf Tr over time
3.87%147,027
$15.15M
3.87%
decreased 1.27 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
LIBRA WEALTH LLC's holding in Ishares Tr over time
0.16%6,149
$632.2K
0.16%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
LIBRA WEALTH LLC's holding in Ishares Tr over time
0.15%3,653
$597.9K
0.15%
increased 3.08 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LIBRA WEALTH LLC's holding in Spdr Series Trust over time
0.76%104,269
$2.96M
0.76%
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
$230.2K
0.06%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
LIBRA WEALTH LLC's holding in Vanguard Bd Index Fds over time
0.08%3,850
$300.0K
0.08%
increased 10.13 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
LIBRA WEALTH LLC's holding in Vanguard Scottsdale Fds over time
16.46%1,092,190
$64.42M
16.46%
increased 0.56 percentadded
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
LIBRA WEALTH LLC's holding in Vanguard Charlotte Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off