LIBRA WEALTH LLC
Filing Date
Global Rank
#6,849
/ 8,605
▼ 34
· as of Mar 2026
Top Industry
Semiconductors
30.7%
3Y Alpha vs SPY
-3.7%
Period ended 3 months ago
Filed Apr 28, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.7%
SPY
+76.0%
Annualised alpha
-3.6%
Max drawdown
−26.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.3%
+1.2 pts
Top 5
62.2%
+2.9 pts
Top 10
85.0%
−0.2 pts
HHI
1,005
Diversified+45
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.4% | $23,982,866 |
| Unclassified | 22.1% | $10,939,585 |
| Communication Services | 12.5% | $6,173,319 |
| Financial Services | 7.6% | $3,752,459 |
| Consumer Cyclical | 6.8% | $3,345,759 |
| Healthcare | 1.5% | $750,660 |
| Industrials | 0.6% | $312,631 |
| Consumer Defensive | 0.5% | $249,107 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | −278 | 4,285 | $892,436 | |
| AAPL | Apple Inc. | −263 | 22,853 | $5,799,862 | |
| BRK-B | Berkshire Hathaway Inc | −139 | 561 | $268,831 | |
| META | Meta Platforms, Inc. | −79 | 367 | $209,971 | |
| COST | Costco Wholesale Corp /New | −57 | 250 | $249,107 | |
| MSFT | Microsoft Corp | −21 | 11,047 | $4,089,267 | |
| QQQ | Invesco Qqq Trust, Series 1 | −17 | 1,294 | $746,870 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 948 | $231,729 | |
| No positions match the current search. | ||||
27 positions ·
$49,506,386 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Held | 57,656 | $10,055,206 | 20.31% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 22,853 | $5,799,862 | 11.72% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 93,717 | $5,532,114 | 11.17% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 52,750 | $5,071,912 | 10.24% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 6,678 | $4,342,970 | 8.77% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,047 | $4,089,267 | 8.26% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Held | 44,791 | $3,104,016 | 6.27% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 5,060 | $1,881,055 | 3.80% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 10,170 | $1,309,692 | 2.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,285 | $892,436 | 1.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 3,100 | $891,436 | 1.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,294 | $746,870 | 1.51% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 2,812 | $681,600 | 1.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 1,740 | $572,268 | 1.16% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,600 | $546,864 | 1.10% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,386 | $518,931 | 1.05% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 1,508 | $479,755 | 0.97% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Held | 1,665 | $462,653 | 0.93% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,255 | $379,612 | 0.77% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,104 | $318,429 | 0.64% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 515 | $317,631 | 0.64% | |
| DE |
Deere & Co
Industrials
|
Held | 555 | $312,631 | 0.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 561 | $268,831 | 0.54% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 250 | $249,107 | 0.50% | |
| INTU |
Intuit Inc.
Technology
|
Added | 554 | $239,538 | 0.48% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 948 | $231,729 | 0.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 367 | $209,971 | 0.42% |