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Libra Wealth LLC Top Holdings and 13F Report (2026)

About Libra Wealth LLC

Investment Activity

  • Libra Wealth LLC has $391.23 million in total holdings as of June 30, 2026.
  • Libra Wealth LLC owns shares of 70 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 1.63% of the portfolio was purchased this quarter.
  • About 1.08% of the portfolio was sold this quarter.
  • This quarter, Libra Wealth LLC has purchased 66 new stocks and bought additional shares in 30 stocks.
  • Libra Wealth LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

149123101 - Caterpillar
$285,393 Holding
98149E303 - SPDR Gold MiniShares Trust
$264,548 Holding
701094104 - Parker-Hannifin
$222,033 Holding
464287622 - iShares Russell 1000 ETF
$220,311 Holding
11135F101 - Broadcom
$219,473 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
14,805 shares (about $1.28M)
Vanguard Mid-Cap ETF
8,031 shares (about $647.06K)
FIDELITY WISE ORIGIN BITCOIN
11,658 shares (about $595.14K)
Vanguard Total Stock Market ETF
1,536 shares (about $568.38K)
Vanguard Intermediate-Term Treasury ETF
6,066 shares (about $357.77K)

Largest Sales this Quarter

Schwab International Equity ETF
24,696 shares (about $684.08K)
Avantis Emerging Markets Equity ETF
6,062 shares (about $584.92K)
Schwab US Broad Market ETF
16,937 shares (about $490.50K)
Invesco QQQ
658 shares (about $484.55K)
Dimensional U.S. Targeted Value ETF
3,959 shares (about $276.73K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLibra Wealth LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$81,702,652$568,382 â–²0.7%220,79420.9%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$64,417,307$357,773 â–²0.6%1,092,18916.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$31,191,430$219,878 â–¼-0.7%437,7748.0%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$21,596,081$113,157 â–¼-0.5%173,1015.5%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$20,126,679$490,496 â–¼-2.4%694,9825.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$19,958,016$684,079 â–¼-3.3%720,5065.1%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$19,300,667$276,734 â–¼-1.4%276,1184.9%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$17,919,930$584,922 â–¼-3.2%185,7184.6%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$15,151,132$194,661 â–¼-1.3%147,0273.9%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$11,600,867$64,429 â–²0.6%57,9783.0%Technology
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$7,072,460$5,554 â–¼-0.1%53,4821.8%ETF
Apple Inc. stock logo
AAPL
Apple
$6,926,059$313,374 â–²4.7%23,9361.8%Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$6,678,725$67,679 â–¼-1.0%40,6571.7%ETF
FIDELITY WISE ORIGIN BITCOIN
$5,379,394$595,141 â–²12.4%105,3751.4%SHS
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,986,9320.0%6,6781.3%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$4,776,001$206,380 â–¼-4.1%193,6741.2%ETF
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$4,497,558$5,917 â–²0.1%44,8501.1%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$4,297,310$176,443 â–²4.3%11,5201.1%Technology
Netflix, Inc. stock logo
NFLX
Netflix
$3,776,060$9,710 â–²0.3%52,8861.0%Communication Services
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$2,960,1970.0%104,2690.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,939,282$198,213 â–²7.2%8,3190.8%Communication Services
Tesla, Inc. stock logo
TSLA
Tesla
$2,236,751$108,515 â–²5.1%5,3180.6%Consumer Discretionary
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$1,887,445$8,131 â–²0.4%10,2140.5%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,883,233$185,439 â–¼-9.0%2,7420.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,530,363$1,275,303 â–²500.0%17,7660.4%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,487,472$34,665 â–¼-2.3%18,0650.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,229,353$121,506 â–²11.0%3,4400.3%Communication Services
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,202,5380.0%5,5180.3%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,178,490$21,690 â–²1.9%1,6300.3%Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,150,9470.0%3,7970.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,120,436$99,149 â–²9.7%4,7010.3%Consumer Discretionary
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,084,625$49,574 â–¼-4.4%3,6100.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$862,744$647,058 â–²300.0%10,7080.2%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$845,3620.0%3,4790.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$801,730$10,967 â–²1.4%2,8510.2%Technology
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$777,3760.0%4,1330.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$752,5540.0%3,9500.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$699,9150.0%4,4290.2%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$692,6960.0%8,2710.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$662,2990.0%2,7990.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$638,159$37,746 â–²6.3%2,5360.2%Healthcare
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$632,1790.0%6,1490.2%ETF
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$631,664$6,756 â–²1.1%1,6830.2%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$627,770$14,107 â–²2.3%1,7800.2%Consumer Discretionary
Analog Devices, Inc. stock logo
ADI
Analog Devices
$608,067$9,135 â–²1.5%1,5310.2%Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$606,7730.0%5,6990.2%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$597,887$17,840 â–²3.1%3,6530.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$594,4910.0%6,1650.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$496,973$14,917 â–²3.1%4,2310.1%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$468,350$484,551 â–¼-50.9%6360.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$465,0660.0%5,4400.1%ETF
American Express Company stock logo
AXP
American Express
$428,901$4,397 â–²1.0%1,2680.1%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$390,332$2,985 â–²0.8%6,5390.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$362,783$82,064 â–²29.2%7250.1%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$362,2200.0%5150.1%ETF
Deere & Company stock logo
DE
Deere & Company
$354,590$2,537 â–²0.7%5590.1%Industrials
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$332,6080.0%3,4850.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$325,018$118,291 â–²57.2%5770.1%Communication Services
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$299,954$27,580 â–²10.1%3,8500.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$296,742$55,893 â–²23.2%1,1680.1%Healthcare
Caterpillar Inc. stock logo
CAT
Caterpillar
$285,393$285,393 â–²New Holding2680.1%Industrials
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$266,1750.0%1,2510.1%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$264,548$264,548 â–²New Holding3,3310.1%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$247,9550.0%2,5250.1%ETF
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$230,2220.0%1,4630.1%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$222,033$222,033 â–²New Holding2270.1%Industrials
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$220,311$220,311 â–²New Holding5380.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$219,473$219,473 â–²New Holding5810.1%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$211,416$22,451 â–¼-9.6%2260.1%Consumer Staples
Corning Incorporated stock logo
GLW
Corning
$200,257$200,257 â–²New Holding7840.1%Technology
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$0$347,690 â–¼-100.0%00.0%ETF
Intuit Inc. stock logo
INTU
Intuit
$0$239,539 â–¼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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