CIK: 0001925385
Total reported value
$354.8M
Reporting period: 2026-03-31 · Number of holdings: 66
LIBRA WEALTH LLC disclosed 66 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $354.8M and a quarterly turnover rate of 5.9%.
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Libra Wealth LLC's disclosed holdings carry a Herfindahl concentration index of 0.096 — mathematically equivalent to about 10 equally-sized positions, well below its 66 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.33), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 5.5 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 11% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add AVUV
+8.3% $2.8M
Trim HOOD
0.0% -$2.0M
Add VGIT
+3.0% $1.5M
Add VEA
+3.4% $1.6M
Add AVDV
+4.7% $1.5M
Trim SCHB
-3.2% -$1.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.82% | — | +3.78% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 18.23% | +0.55% | +2.98% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.96% | +0.51% | +3.44% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.42% | +0.83% | +8.27% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.20% | -0.10% | -5.47% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.04% | -0.36% | -3.21% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 4.93% | -0.05% | -6.38% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.35% | +0.26% | +0.79% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.19% | +0.45% | +4.66% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | -0.18% | — | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.69% | -0.11% | +0.74% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.65% | -0.08% | -1.17% | |
| 13 | AAPL | Apple INC | Stock-Tech | 1.63% | -0.13% | -1.14% | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.56% | -0.09% | +20.94% | |
| 15 | NFLX | Netflix INC | Stock-Comm Services | 1.43% | +0.05% | — | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.42% | — | — | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | -0.05% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.35% | -0.19% | |
| 19 | HOOD | Robinhood Markets INC - A | Stock-Financials | 0.87% | -0.55% | — | |
| 20 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.84% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | -0.05% | — | |
| 22 | TSLA | Tesla INC | Stock-Consumer Disc | 0.53% | -0.11% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.03% | -1.79% | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.37% | — | -0.51% | |
| 25 | QCOM | Qualcomm INC | Stock-Tech | 0.37% | -0.12% | — | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | -0.04% | — | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | +0.02% | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | — | -2.47% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.26% | — | — | |
| 30 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.25% | -0.04% | -6.09% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | -0.02% | — | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | — | — | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.21% | — | -4.08% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | -0.02% | -1.30% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.04% | — | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | — | -1.49% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.18% | -0.01% | — | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.18% | — | — | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.17% | — | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | — | — | |
| 41 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.17% | — | — | |
| 42 | HD | Home Depot INC | Stock-Consumer Disc | 0.16% | -0.01% | — | |
| 43 | AMAT | Applied Materials INC | Stock-Tech | 0.15% | +0.03% | — | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.15% | — | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.15% | -0.01% | — | |
| 46 | ABBV | Abbvie INC | Stock-Healthcare | 0.15% | — | — | |
| 47 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.14% | -0.01% | — | |
| 48 | ADI | Analog Devices INC | Stock-Tech | 0.14% | +0.03% | — | |
| 49 | CDNS | Cadence Design Sys INC | Stock-Tech | 0.13% | -0.02% | — | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | — | — |
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+17.2%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 66 | $354.8M | 6 | |
| 2025-12-31 | 67 | $357.4M | 10 | |
| 2025-09-30 | 68 | $333.0M | 22 | |
| 2025-06-30 | 69 | $305.8M | 0 | |
| 2025-03-31 | 63 | $266.5M | 0 | |
| 2024-12-31 | 53 | $257.2M | 0 | |
| 2024-09-30 | 57 | $250.3M | 0 | |
| 2024-06-30 | 53 | $231.0M | 0 | |
| 2024-03-31 | 55 | $228.2M | 0 | |
| 2023-12-31 | 52 | $201.3M | 0 | |
| 2023-09-30 | 50 | $180.7M | 0 | |
| 2023-06-30 | 52 | $183.2M | 0 | |
| 2023-03-31 | 49 | $172.5M | 0 | |
| 2022-12-31 | 50 | $3.7B | 0 | |
| 2022-09-30 | 48 | $155.4M | 0 | |
| 2022-06-30 | 41 | $139.7M | 0 | |
| 2022-03-31 | 34 | $174.5M | 0 | |
| 2021-12-31 | 28 | $154.8M | 0 |
Libra Wealth LLC's most significant position changes for 2026-03-31: Sold out: Atlassian Corp-cl A (TEAM); Sold out: Salesforce INC (CRM); New buy: Johnson & Johnson (JNJ); Sold out: Ishares Russell 1000 ETF (IWB); New buy: Ss Spdr US Sc Low Vol Idx (SMLV).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.8% | +8.27% | Add |
| 2 | VGIT | Vanguard Intermediate-term T | +0.6% | +2.98% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.5% | +3.44% | Add |
| 4 | AVDV | Avantis Intl S/c Value ETF | +0.5% | +4.66% | Add |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.3% | +0.79% | Add |
| 6 | NFLX | Netflix INC | +0.1% | — | Unchanged |
| 7 | AMAT | Applied Materials INC | 0% | — | Unchanged |
| 8 | ADI | Analog Devices INC | 0% | — | Unchanged |
| 9 | BSV | Vanguard Short-term Bond ETF | 0% | +34.00% | Add |
| 10 | DE | Deere & Co | 0% | — | Unchanged |
| 11 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 12 | VTI | Vanguard Total Stock Mkt ETF | — | +3.78% | Add |
| 13 | SCHR | Schwab Intermediate-term US | — | — | Unchanged |
| 14 | ABBV | Abbvie INC | — | — | Unchanged |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | — | — | Unchanged |
| 16 | IUSG | Ishares Core S&p U.s. Growth | 0% | — | Unchanged |
| 17 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | -11.51% | Trim |
| 19 | ESGU | Ishares Esg Aware Msci USA | 0% | — | Unchanged |
| 20 | HD | Home Depot INC | 0% | — | Unchanged |
| 21 | AXP | American Express Co | 0% | — | Unchanged |
| 22 | META | Meta Platforms Inc-class A | 0% | -17.71% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -19.86% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.30% | Trim |
| 26 | CDNS | Cadence Design Sys INC | 0% | — | Unchanged |
| 27 | INTU | Intuit INC | 0% | +0.36% | Add |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | -1.79% | Trim |
| 29 | AMZN | Amazon.com INC | 0% | -6.09% | Trim |
| 30 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 31 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 32 | DFAT | Dimensional US Target Value | -0.1% | -6.38% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 35 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -1.17% | Trim |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | -0.1% | +20.94% | Add |
| 37 | SCHF | Schwab Intl Equity ETF | -0.1% | -5.47% | Trim |
| 38 | ESGV | Vanguard Esg US Stock ETF | -0.1% | +0.74% | Add |
| 39 | TSLA | Tesla INC | -0.1% | — | Unchanged |
| 40 | QCOM | Qualcomm INC | -0.1% | — | Unchanged |
| 41 | AAPL | Apple INC | -0.1% | -1.14% | Trim |
| 42 | NVDA | Nvidia CORP | -0.2% | — | Unchanged |
| 43 | MSFT | Microsoft CORP | -0.4% | -0.19% | Trim |
| 44 | SCHB | Schwab US Broad Market ETF | -0.4% | -3.21% | Trim |
| 45 | HOOD | Robinhood Markets INC - A | -0.6% | — | Unchanged |
| 46 | TEAM | Atlassian Corp-cl A | — | EXIT | Sold out |
| 47 | CRM | Salesforce INC | — | EXIT | Sold out |
| 48 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 49 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 50 | SMLV | Ss Spdr US Sc Low Vol Idx | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-28 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-28 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-25 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-25 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-22 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-23 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-30 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-29 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-30 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-02 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-31 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-26 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-22 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-29 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-04-28 | 13F-HR | View on EDGAR |
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