LIBRA WEALTH LLC

Registered adviser

CIK

1925385

Location

LOS GATOS, CA

Portfolio Value

Small $391,229,089

Diversification

Diversified

Filing Date

Global Rank

#4,479 / 8,827 ▼ 99

Top Industry

Semiconductors 29.6%

Period ended 4 months ago

Filed Aug 6, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 288098

Roster of Nov 1, 2026

Regulatory AUM

$639,843,347

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$639,843,347	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$473,688,568	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$406,878,990	Individuals and high net worth (100%)
May 2023 to Mar 2024	$339,409,125	Individuals and high net worth (100%)
Apr 2023	$339,409,125	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$373,285,321	Individuals and high net worth (100%)

1 earlier changes not shown.

Stated strategy

Quantitative / systematic, Fundamental active Form ADV Part 2A, Oct 2, 2026 · original

In the firm's words

Quantitative / systematic: Libra’s investment philosophy is based primarily on Modern Portfolio Theory (“MPT”) and the Fama-French Three-Factor Model (“Three-Factor Model”).
Fundamental active: Libra primarily employs fundamental, technical, and other analysis methods in developing investment strategies for its Clients.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 87.3% of the book (60%+)

Turnover

Low turnover

5.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.8 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 81.8%; sector active share 74.7% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

22.8%

+1.1 pts

Top 5

72.7%

−0.8 pts

Top 10

87.3%

−0.3 pts

HHI

1,240

Diversified−15

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.6%	$342,828,659	43
Technology	7.4%	$28,848,224	11
Communication Services	2.1%	$8,269,782	4
Financial Services	1.4%	$5,289,241	3
Consumer Cyclical	1.0%	$3,984,956	3
Healthcare	0.2%	$934,795	2
Industrials	0.2%	$862,016	3
Consumer Defensive	0.1%	$211,416	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+14,805	17,766	$1,530,363
FBTC	Fidelity Wise Origin Bitcoin Fund	+11,658	105,375	$5,379,393
VO	VANGUARD MID-CAP INDEX FUND	+8,031	10,708	$862,743
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+6,066	1,092,189	$64,417,307
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,536	220,794	$81,702,611
AAPL	Apple Inc.	+1,083	23,936	$6,926,120
GOOG	Alphabet Inc.	+561	8,319	$2,939,352
MSFT	Microsoft Corp	+473	11,520	$4,297,190
AMZN	Amazon Com Inc	+416	4,701	$1,120,436
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+354	3,850	$299,953
GOOGL	Alphabet Inc.	+340	3,440	$1,229,352
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
ESGU	iShares ESG Aware MSCI USA ETF	+109	3,653	$597,886
HOOD	Robinhood Markets, Inc.	+59	44,850	$4,497,558
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+50	6,539	$390,312
QCOM	Qualcomm Inc	+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
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
SCHF	Schwab International Equity ETF	−24,696	720,506	$19,958,016
SCHB	Schwab U.S. Broad Market ETF	−16,937	694,982	$20,126,678
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	−8,369	193,674	$4,776,000
AVEM	Avantis Emerging Markets Equity ETF	−6,062	185,718	$17,919,929
DFAT	Dimensional U.S. Targeted Value ETF	−3,959	276,118	$19,300,648
VEA	Vanguard FTSE Developed Markets ETF	−3,086	437,774	$31,191,397
AVDV	Avantis International Small Cap Value ETF	−1,889	147,027	$15,151,132
AVUV	Avantis U.S. Small Cap Value ETF	−907	173,101	$21,596,080
QQQ	Invesco Qqq Trust, Series 1	−658	636	$468,350
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	−421	18,065	$1,487,472
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−412	40,657	$6,678,725
VOO	VANGUARD 500 INDEX FUND	−270	2,742	$1,883,233
IWM	iShares Russell 2000 ETF	−165	3,610	$1,084,624
ESGV	VANGUARD ESG U.S. STOCK ETF	−42	53,482	$7,072,459
COST	Costco Wholesale Corp	−24	226	$211,416
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 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
IWB	iShares Russell 1000 ETF	538	$220,311
AVGO	Broadcom Inc.	581	$219,472
GLW	Corning Inc	784	$200,257
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
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

70 tracked positions · $391,229,089 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

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	220,794	+1,536	$81,702,611	+16.2%	17	unpriced	20.88%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	1,092,189	+6,066	$64,417,307	−0.4%	17	$59.80	16.47%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	437,774	-3,086	$31,191,397	+10.4%	19	before history	7.97%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	173,101	-907	$21,596,080	+12.3%	17	$90.98	5.52%
SCHB	Schwab U.S. Broad Market ETF	Reduced	694,982	-16,937	$20,126,678	+12.6%	18	unpriced	5.14%
SCHF	Schwab International Equity ETF	Reduced	720,506	-24,696	$19,958,016	+8.2%	17	unpriced	5.10%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	276,118	-3,959	$19,300,648	+10.3%	19	before history	4.93%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	185,718	-6,062	$17,919,929	+16.0%	18	$60.72	4.58%
AVDV	Avantis International Small Cap Value ETF	Reduced	147,027	-1,889	$15,151,132	+1.9%	17	$69.51	3.87%
NVDA	Nvidia Corp Technology	Added	57,978	+322	$11,600,818	+15.4%	13	unpriced	2.97%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	53,482	-42	$7,072,459	+17.7%	17	unpriced	1.81%
AAPL	Apple Inc. Technology	Added	23,936	+1,083	$6,926,120	+19.4%	19	before history	1.77%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	40,657	-412	$6,678,725	+14.2%	19	before history	1.71%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	105,375	+11,658	$5,379,393	−2.8%	10	$75.40	1.37%
SPY	Spdr S&P 500 ETF Trust	Held	6,678	0	$4,986,930	+14.8%	19	before history	1.27%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Reduced	193,674	-8,369	$4,776,000	−5.1%	17	unpriced	1.22%
HOOD	Robinhood Markets, Inc. Financial Services	Added	44,850	+59	$4,497,558	+44.9%	3	$129.99	1.15%
MSFT	Microsoft Corp Technology	Added	11,520	+473	$4,297,190	+5.1%	18	$288.07	1.10%
NFLX	Netflix Inc Communication Services	Added	52,886	+136	$3,776,060	−25.5%	19	before history	0.97%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Held	104,269	0	$2,960,196	−0.9%	17	unpriced	0.76%
GOOG	Alphabet Inc. Communication Services	Added	8,319	+561	$2,939,352	+32.1%	14	$187.65	0.75%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,318	+258	$2,236,750	+18.9%	19	before history	0.57%
QCOM	Qualcomm Inc Technology	Added	10,214	+44	$1,887,445	+44.1%	6	$163.11	0.48%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,742	-270	$1,883,233	+4.6%	16	unpriced	0.48%
VUG	VANGUARD GROWTH INDEX FUND	Added	17,766	+14,805	$1,530,363	+18.3%	17	unpriced	0.39%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Reduced	18,065	-421	$1,487,472	+12.2%	19	before history	0.38%
GOOGL	Alphabet Inc. Communication Services	Added	3,440	+340	$1,229,352	+37.9%	17	$143.59	0.31%
VTV	VANGUARD VALUE INDEX FUND	Held	5,518	0	$1,202,537	+11.1%	17	unpriced	0.31%
AMAT	Applied Materials Inc Technology	Added	1,630	+30	$1,178,490	+115.5%	13	$131.35	0.30%
VB	Vanguard Index Funds	Held	3,797	0	$1,150,946	+15.7%	17	$199.77	0.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,701	+416	$1,120,436	+25.5%	19	before history	0.29%
IWM	iShares Russell 2000 ETF	Reduced	3,610	-165	$1,084,624	+15.9%	17	unpriced	0.28%
VO	VANGUARD MID-CAP INDEX FUND	Added	10,708	+8,031	$862,743	+12.2%	17	unpriced	0.22%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Held	3,479	0	$845,362	+11.8%	16	unpriced	0.22%
IBM	International Business Machines Corp Technology	Added	2,851	+39	$801,729	+17.6%	19	before history	0.20%
IUSG	iShares Core S&P U.S. Growth ETF	Held	4,133	0	$777,375	+21.3%	5	unpriced	0.20%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	3,950	0	$752,554	+43.4%	13	unpriced	0.19%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	4,429	0	$699,914	+6.7%	16	$103.99	0.18%
VEU	Vanguard International Equity Index Funds	Held	8,271	0	$692,696	+11.5%	5	$63.32	0.18%
VIG	Vanguard Specialized Funds	Held	2,799	0	$662,299	+10.0%	18	$162.34	0.17%
ABBV	AbbVie Inc. Healthcare	Added	2,536	+150	$638,159	+23.0%	19	before history	0.16%
ESGD	iShares ESG Aware MSCI EAFE ETF	Held	6,149	0	$632,178	+7.5%	17	unpriced	0.16%
CDNS	Cadence Design Systems Inc Technology	Added	1,683	+18	$631,663	+36.5%	3	$326.57	0.16%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,780	+40	$627,770	+9.7%	18	$346.99	0.16%
ADI	Analog Devices Inc Technology	Added	1,531	+23	$608,067	+26.7%	6	$218.77	0.16%
SUB	iShares Short-Term National Muni Bond ETF	Held	5,699	0	$606,772	−0.0%	17	unpriced	0.16%
ESGU	iShares ESG Aware MSCI USA ETF	Added	3,653	+109	$597,886	+19.3%	5	unpriced	0.15%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Held	6,165	0	$594,490	+8.7%	17	$96.28	0.15%
CSCO	Cisco Systems, Inc. Technology	Added	4,231	+127	$496,973	+56.1%	8	$51.54	0.13%
QQQ	Invesco Qqq Trust, Series 1	Reduced	636	-658	$468,350	−37.3%	16	$343.08	0.12%

Showing the top 50 of 70 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.