Q2 2026 13F · SEC CIK 1925385

Libra Wealth LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $391.2M
Reported positions: 70
Top holdings a year, 3 yrs: +14.7%
Assets under management: $639.8M

Libra Wealth LLC is a wealth manager that reported 70 positions worth $391.2M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Vanguard Index Fds (VTI, 20.9%), Vanguard Intermediate Treasury ETF (VGIT, 16.5%), Vanguard Tax-Managed Fds (VEA, 8.0%). A portfolio copying its top holdings returned 14.7% a year over the last 3 years, against 20.4% for the S&P 500.

Libra Wealth LLC holdings largest 50 of 70 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Libra Wealth LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	20.9%	19.8%	220,794	+0.7%	$81.7M
VGITVanguard Intermediate Treasury ETF	16.5%	18.2%	1,092,189	+0.6%	$64.4M
VEAVanguard Tax-Managed Fds	8.0%	8.0%	437,774	-0.7%	$31.2M
AVUVAvantis US Small Cap Value ETF	5.5%	5.4%	173,101	-0.5%	$21.6M
SCHBSchwb US Broad	5.1%	5.0%	694,982	-2.4%	$20.1M
SCHFSchwab Intl Equity	5.1%	5.2%	720,506	-3.3%	$20.0M
DFATDimensional U.s. Targeted Value	4.9%	4.9%	276,118	-1.4%	$19.3M
AVEMAmerican Centy ETF Tr	4.6%	4.4%	185,718	-3.2%	$17.9M
AVDVAvantis International Small Cap Value Et	3.9%	4.2%	147,027	-1.3%	$15.2M
NVDANvidia Corporation Com	3.0%	2.8%	57,978	+0.6%	$11.6M
ESGVVanguard World Fd	1.8%	1.7%	53,482	-0.1%	$7.1M
AAPLApple Inc	1.8%	1.6%	23,936	+4.7%	$6.9M
ITOTIshares Total US Stock Market ETF	1.7%	1.6%	40,657	-1.0%	$6.7M
FBTCFidelity Wise Origin Bitcoin	1.4%	1.6%	105,375	+12.4%	$5.4M
SPYSpdr S&p 500 ETF Tr	1.3%	1.2%	6,678	+0.0%	$5.0M
SCHRSchwab Inter Tsy	1.2%	1.4%	193,674	-4.1%	$4.8M
HOODRobinhood Mkts Inc	1.1%	0.9%	44,850	+0.1%	$4.5M
MSFTMicrosoft Corp	1.1%	1.2%	11,520	+4.3%	$4.3M
NFLXNetflix Inc Total	1.0%	1.4%	52,886	+0.3%	$3.8M
SPTIState Street ETF/USA	0.8%	0.8%	104,269	+0.0%	$3.0M
GOOGAlphabet Inc	0.8%	0.6%	8,319	+7.2%	$2.9M
TSLATesla Inc Com	0.6%	0.5%	5,318	+5.1%	$2.2M
QCOMQualcomm Inc	0.5%	0.4%	10,214	+0.4%	$1.9M
VOOVanguard S&p 500 ETF	0.5%	0.5%	2,742	-9.0%	$1.9M
VUGVanguard Indx Fd	0.4%	0.4%	17,766	+500.0%	$1.5M
VSGXVanguard ESG International Stoc	0.4%	0.4%	18,065	-2.3%	$1.5M
GOOGLAlphabet Inc	0.3%	0.3%	3,440	+11.0%	$1.2M
VTVVanguard Value ETF	0.3%	0.3%	5,518	+0.0%	$1.2M
AMATApplied Matls Inc	0.3%	0.2%	1,630	+1.9%	$1.2M
VBVanguard Indx Fd	0.3%	0.3%	3,797	+0.0%	$1.2M
AMZNAmazon Com Inc Com	0.3%	0.3%	4,701	+9.7%	$1.1M
IWMIshares	0.3%	0.3%	3,610	-4.4%	$1.1M
VOVanguard Index Fds	0.2%	0.2%	10,708	+300.0%	$863K
VBRVanguard Small Cap Value ETF	0.2%	0.2%	3,479	+0.0%	$845K
IBMInternational Business Machs	0.2%	0.2%	2,851	+1.4%	$802K
IUSGiShares ETFs/USA	0.2%	0.2%	4,133	+0.0%	$777K
XLKState Street Technology Select Sector Sp	0.2%	0.1%	3,950	+0.0%	$753K
VYMVym	0.2%	0.2%	4,429	+0.0%	$700K
VEUVanguard FTSE All	0.2%	0.2%	8,271	+0.0%	$693K
VIGVanguard Dividend Appreciation ETF	0.2%	0.2%	2,799	+0.0%	$662K
ABBVAbbvie Inc	0.2%	0.1%	2,536	+6.3%	$638K
ESGDIshares Msci Eafe Esg	0.2%	0.2%	6,149	+0.0%	$632K
CDNSCadence Design System Inc	0.2%	0.1%	1,683	+1.1%	$632K
HDHome Depot Inc Com	0.2%	0.2%	1,780	+2.3%	$628K
ADIAnalog Devices Inc	0.2%	0.1%	1,531	+1.5%	$608K
SUBIshares Tr	0.2%	0.2%	5,699	+0.0%	$607K
ESGUIshares Msci Usa Esg	0.2%	0.1%	3,653	+3.1%	$598K
VNQVanguard Real Estate ETF	0.2%	0.2%	6,165	+0.0%	$594K
CSCOCisco Sys Inc	0.1%	—	4,231	—	$497K
QQQInvesco Qqq Tr	0.1%	0.2%	636	-50.9%	$468K

What Libra Wealth LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +14.7% /yr; S&P 500 +20.4%
5 years: +11.6% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$391.2M	70
Q1 2026	$354.8M	66
Q4 2025	$357.4M	67
Q3 2025	$333.0M	68
Q2 2025	$305.8M	69
Q1 2025	$266.5M	63
Q4 2024	$257.2M	53
Q3 2024	$250.3M	57
Q2 2024	$231.0M	53
Q1 2024	$228.2M	55
Q4 2023	$201.3M	52
Q3 2023	$180.7M	50

Questions about Libra Wealth LLC's portfolio

What stocks does Libra Wealth LLC own?

Libra Wealth LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 70 positions worth $391.2M. The largest are Vanguard Index Fds (VTI) at 20.9%, Vanguard Intermediate Treasury ETF (VGIT) at 16.5%, Vanguard Tax-Managed Fds (VEA) at 8.0%, Avantis US Small Cap Value ETF (AVUV) at 5.5% and Schwb US Broad (SCHB) at 5.1%.

What did Libra Wealth LLC buy last quarter?

In Q2 2026, Libra Wealth LLC added Vanguard Indx Fd (VUG) (+500.0% shares), Vanguard Index Fds (VO) (+300.0% shares) and Fidelity Wise Origin Bitcoin (FBTC) (+12.4% shares), compared with its Q1 2026 filing.

What did Libra Wealth LLC sell last quarter?

In Q2 2026, Libra Wealth LLC cut from its top 50 Vanguard Star Fds Vanguard Total Intl St (VXUS), Invesco Qqq Tr (QQQ) (-50.9% shares) and Vanguard S&p 500 ETF (VOO) (-9.0% shares), compared with its Q1 2026 filing.

How has Libra Wealth LLC's portfolio performed?

A portfolio copying Libra Wealth LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.4% against +20.1%. Over 5 years: +11.6% a year against +16.8%.

When is Libra Wealth LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Libra Wealth LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Libra Wealth LLC manage?

Libra Wealth LLC reported $639.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $391.2M.