LIBRA WEALTH LLC

CIK

1925385

Location

LOS GATOS, CA

Portfolio Value

Micro $59,861,871

Diversification

Diversified

Filing Date

Global Rank

#6,734 / 8,517 ▼ 312

Top Industry

Semiconductors 29.6%

3Y Alpha vs SPY

+52.4%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+423.1%

SPY

+75.3%

Annualised alpha

+53.0%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.4%

−14.7 pts

Top 5

55.8%

−10.2 pts

Top 10

83.1%

−2.8 pts

HHI

898

Diversified−635

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.2%	$28,848,224	11
Unclassified	19.1%	$11,461,441	5
Communication Services	13.8%	$8,269,782	3
Financial Services	8.8%	$5,289,241	3
Consumer Cyclical	6.7%	$3,984,956	3
Healthcare	1.6%	$934,795	2
Industrials	1.4%	$862,016	3
Consumer Defensive	0.4%	$211,416	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	+11,658	105,375	$5,379,393
AAPL	Apple Inc.	+1,083	23,936	$6,926,120
GOOGL	Alphabet Inc.	+901	11,759	$4,168,704
MSFT	Microsoft Corp	+473	11,520	$4,297,190
AMZN	Amazon Com Inc	+416	4,701	$1,120,436
NVDA	Nvidia Corp	+322	57,978	$11,600,818
TSLA	Tesla, Inc.	+258	5,318	$2,236,750
JNJ	Johnson & Johnson	+220	1,168	$296,636
META	Meta Platforms, Inc.	+210	577	$325,018
BRK-B	Berkshire Hathaway Inc	+164	725	$362,782
ABBV	AbbVie Inc.	+150	2,536	$638,159
NFLX	Netflix Inc	+136	52,886	$3,776,060
CSCO	Cisco Systems, Inc.	+127	4,231	$496,973
HOOD	Robinhood Markets, Inc.	+59	44,850	$4,497,558
QCOM	Qualcomm Inc/De	+44	10,214	$1,887,445
HD	Home Depot, Inc.	+40	1,780	$627,770
IBM	International Business Machines Corp	+39	2,851	$801,729
AMAT	Applied Materials Inc /De	+30	1,630	$1,178,490
ADI	Analog Devices Inc	+23	1,531	$608,067
CDNS	Cadence Design Systems Inc	+18	1,683	$631,663
AXP	American Express Co	+13	1,268	$428,901
DE	Deere & Co	+4	559	$354,590
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−658	636	$468,350
COST	Costco Wholesale Corp /New	−24	226	$211,416
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	268	$285,393
GLDM	World Gold Trust	3,331	$264,548
PH	Parker-Hannifin Corp	227	$222,033
AVGO	Broadcom Inc.	581	$219,472
GLW	Corning Inc /Ny	784	$200,257
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	440,860	$28,250,308
VB	Vanguard Morningstar Small-Cap ETF	3,797	$994,510
VEU	Vanguard FTSE All-World Ex-US ETF	8,271	$621,152
VIG	Vanguard Dividend Appreciation ETF	2,799	$601,952
VXUS	Vanguard Total International Stock ETF	5,440	$419,478
BNDX	Vanguard Total International Bond ETF	7,236	$347,689
INTU	Intuit Inc.	554	$239,538
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 tracked positions · $59,861,871 total · filing declares 70 positions · $391,229,378 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	57,978	+322	$11,600,818	+15.4%	19.38%
AAPL	Apple Inc. Technology	Added	23,936	+1,083	$6,926,120	+19.4%	11.57%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	105,375	+11,658	$5,379,393	−2.8%	8.99%
SPY	Spdr S&P 500 ETF Trust	Held	6,678	0	$4,986,930	+14.8%	8.33%
HOOD	Robinhood Markets, Inc. Financial Services	Added	44,850	+59	$4,497,558	+44.9%	7.51%
MSFT	Microsoft Corp Technology	Added	11,520	+473	$4,297,190	+5.1%	7.18%
GOOGL	Alphabet Inc. Communication Services	Added	11,759	+901	$4,168,704	+33.7%	6.96%
NFLX	Netflix Inc Communication Services	Added	52,886	+136	$3,776,060	−25.5%	6.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,318	+258	$2,236,750	+18.9%	3.74%
QCOM	Qualcomm Inc/De Technology	Added	10,214	+44	$1,887,445	+44.1%	3.15%
AMAT	Applied Materials Inc /De Technology	Added	1,630	+30	$1,178,490	+115.5%	1.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,701	+416	$1,120,436	+25.5%	1.87%
IBM	International Business Machines Corp Technology	Added	2,851	+39	$801,729	+17.6%	1.34%
ABBV	AbbVie Inc. Healthcare	Added	2,536	+150	$638,159	+23.0%	1.07%
CDNS	Cadence Design Systems Inc Technology	Added	1,683	+18	$631,663	+36.5%	1.06%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,780	+40	$627,770	+9.7%	1.05%
ADI	Analog Devices Inc Technology	Added	1,531	+23	$608,067	+26.7%	1.02%
CSCO	Cisco Systems, Inc. Technology	Added	4,231	+127	$496,973	+56.1%	0.83%
QQQ	Invesco Qqq Trust, Series 1	Reduced	636	-658	$468,350	−37.3%	0.78%
AXP	American Express Co Financial Services	Added	1,268	+13	$428,901	+13.0%	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	725	+164	$362,782	+34.9%	0.61%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	515	0	$362,220	+14.0%	0.61%
DE	Deere & Co Industrials	Added	559	+4	$354,590	+13.4%	0.59%
META	Meta Platforms, Inc. Communication Services	Added	577	+210	$325,018	+54.8%	0.54%
JNJ	Johnson & Johnson Healthcare	Added	1,168	+220	$296,636	+28.0%	0.50%
CAT	Caterpillar Inc Industrials	NEW	268	NEW	$285,393	NEW	0.48%
GLDM	World Gold Trust	NEW	3,331	NEW	$264,548	NEW	0.44%
PH	Parker-Hannifin Corp Industrials	NEW	227	NEW	$222,033	NEW	0.37%
AVGO	Broadcom Inc. Technology	NEW	581	NEW	$219,472	NEW	0.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	226	-24	$211,416	−15.1%	0.35%
GLW	Corning Inc /Ny Technology	NEW	784	NEW	$200,257	NEW	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.