Libra Wealth LLC
13F holdings for Q2 2026 · LOS GATOS, CA · filed August 6, 2026
Libra Wealth LLC reported $391M in 13F securities across 70 holdings for Q2 2026, in a Form 13F filed August 6, 2026. The largest positions were Vanguard Index FDS (20.9%), VGIT (16.5%), Vanguard Ftse Developed Markets ETF (8.0%). Reported value rose 10.3% from the quarter before. It opened 6 new positions, added to 30, trimmed 14 and sold out of 2.
- 13F value Q2 2026
- $391M
- Holdings
- 70
- Change vs prior quarter
- +10.3%
- Rank by 13F value
- #4,499
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Vanguard Index FDS | $81.7M | 20.9% | 220,794 | +0.7% | Added |
| VGIT Vanguard Intermediate-Term Treasury ETF | $64.4M | 16.5% | 1,092,189 | +0.6% | Added |
| Vanguard Ftse Developed Markets ETF | $31.2M | 8.0% | 437,774 | -0.7% | Trimmed |
| American Centy ETF TR | $21.6M | 5.5% | 173,101 | -0.5% | Trimmed |
| Schwab Strategic TR | $20.1M | 5.1% | 694,982 | -2.4% | Trimmed |
| Schwab Strategic TR | $20.0M | 5.1% | 720,506 | -3.3% | Trimmed |
| Dimensional ETF Trust | $19.3M | 4.9% | 276,118 | -1.4% | Trimmed |
| American Centy ETF TR | $17.9M | 4.6% | 185,718 | -3.2% | Trimmed |
| American Centy ETF TR | $15.2M | 3.9% | 147,027 | -1.3% | Trimmed |
| NVDA NVIDIA Corporation | $11.6M | 3.0% | 57,978 | +0.6% | Added |
| Vanguard Esg U.s. Stock ETF | $7.1M | 1.8% | 53,482 | 0% | Unchanged |
| AAPL Apple Inc. | $6.9M | 1.8% | 23,936 | +4.7% | Added |
| iShares Core S&P Total U.s. Stock Market ETF | $6.7M | 1.7% | 40,657 | -1.0% | Trimmed |
| Fidelity Wise Origin Bitcoin | $5.4M | 1.4% | 105,375 | +12.4% | Added |
| SPY State Street SPDR S&P 500 ETF Trust Unit | $5.0M | 1.3% | 6,678 | 0% | Unchanged |
| Schwab Strategic TR | $4.8M | 1.2% | 193,674 | -4.1% | Trimmed |
| HOOD Robinhood Markets Inc. | $4.5M | 1.1% | 44,850 | +0.1% | Added |
| MSFT Microsoft Corporation | $4.3M | 1.1% | 11,520 | +4.3% | Added |
| NFLX Netflix Inc. | $3.8M | 1.0% | 52,886 | +0.3% | Added |
| SPDR Series Trust | $3.0M | 0.8% | 104,269 | 0% | Unchanged |
| GOOG Alphabet Inc. | $2.9M | 0.8% | 8,319 | +7.2% | Added |
| TSLA Tesla Inc. | $2.2M | 0.6% | 5,318 | +5.1% | Added |
| QCOM QUALCOMM Incorporated | $1.9M | 0.5% | 10,214 | +0.4% | Added |
| Vanguard Index FDS | $1.9M | 0.5% | 2,742 | -9.0% | Trimmed |
| Vanguard Morningstar Growth ETF | $1.5M | 0.4% | 17,766 | +500.0% | Added |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $391M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- Vanguard Morningstar Growth ETF Added+$1.3M
- Vanguard Morningstar Mid-Cap ETF Added+$647K
- Fidelity Wise Origin Bitcoin Added+$595K
- Vanguard Index FDS Added+$568K
- VGIT Vanguard Intermediate-Term Treasury ETF Added+$358K
- AAPL Apple Inc. Added+$313K
- CAT Caterpillar Inc. New+$285K
- World Gold TR New+$265K
- PH Parker-Hannifin Corporation New+$222K
- iShares Russell 1000 ETF New+$220K
Biggest sells in Q2 2026
- Schwab Strategic TR Trimmed-$684K
- American Centy ETF TR Trimmed-$585K
- Schwab Strategic TR Trimmed-$490K
- QQQ Invesco QQQ Trust, Series 1 Trimmed-$485K
- BNDX Vanguard Total International Bond ETF Sold out-$348K
- Dimensional ETF Trust Trimmed-$277K
- INTU Intuit Inc. Sold out-$240K
- Vanguard Ftse Developed Markets ETF Trimmed-$220K
- Schwab Strategic TR Trimmed-$206K
- American Centy ETF TR Trimmed-$195K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 6 new, 30 added, 14 trimmed, 2 sold out.
Sector mix
- Not listed with us69.0%
- n/a17.4%
- Technology8.3%
- Consumer Discretionary1.5%
- Funds and other1.4%
- Finance1.3%
- Industrials0.8%
- Health Care0.2%
- Telecommunications0.1%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Vanguard World FD | $1.5M | 0.4% | 18,065 | -2.3% | Trimmed |
| GOOGL Alphabet Inc. | $1.2M | 0.3% | 3,440 | +11.0% | Added |
| Vanguard Morningstar Value ETF | $1.2M | 0.3% | 5,518 | 0% | Unchanged |
| AMAT Applied Materials Inc. | $1.2M | 0.3% | 1,630 | +1.9% | Added |
| Vanguard Morningstar Small-Cap ETF | $1.2M | 0.3% | 3,797 | 0% | Unchanged |
| AMZN Amazon.com Inc. | $1.1M | 0.3% | 4,701 | +9.7% | Added |
| iShares TR | $1.1M | 0.3% | 3,610 | -4.4% | Trimmed |
| Vanguard Morningstar Mid-Cap ETF | $863K | 0.2% | 10,708 | +300.0% | Added |
| Vanguard Morningstar Small-Cap Value ETF | $845K | 0.2% | 3,479 | 0% | Unchanged |
| IBM International Business Machines Corporation | $802K | 0.2% | 2,851 | +1.4% | Added |
| IUSG iShares Core S&P U.S. Growth ETF | $777K | 0.2% | 4,133 | 0% | Unchanged |
| Select Sector SPDR TR | $753K | 0.2% | 3,950 | 0% | Unchanged |
| Vanguard High Dividend Yield Index ETF | $700K | 0.2% | 4,429 | 0% | Unchanged |
| Vanguard Ftse All-World Ex-Us Index Fund | $693K | 0.2% | 8,271 | 0% | Unchanged |
| Vanguard Specialized Funds | $662K | 0.2% | 2,799 | 0% | Unchanged |
| ABBV AbbVie Inc. | $638K | 0.2% | 2,536 | +6.3% | Added |
| ESGD iShares ESG Aware MSCI EAFE ETF | $632K | 0.2% | 6,149 | 0% | Unchanged |
| CDNS Cadence Design Systems Inc. | $632K | 0.2% | 1,683 | +1.1% | Added |
| HD Home Depot Inc. | $628K | 0.2% | 1,780 | +2.3% | Added |
| ADI Analog Devices Inc. | $608K | 0.2% | 1,531 | +1.5% | Added |
| iShares Short-Term National Muni Bond ETF | $607K | 0.2% | 5,699 | 0% | Unchanged |
| ESGU iShares ESG Aware MSCI USA ETF | $598K | 0.2% | 3,653 | +3.1% | Added |
| Vanguard Real Estate ETF | $594K | 0.2% | 6,165 | 0% | Unchanged |
| CSCO Cisco Systems Inc. | $497K | 0.1% | 4,231 | +3.1% | Added |
| QQQ Invesco QQQ Trust, Series 1 | $468K | 0.1% | 636 | -50.9% | Trimmed |
Showing the 50 largest of 70 share positions. The full filing on SEC EDGAR
Questions about Libra Wealth LLC
- What does Libra Wealth LLC own?
- In its Form 13F for Q2 2026, Libra Wealth LLC reported 70 holdings worth $391M. The five largest were Vanguard Index FDS, VGIT, Vanguard Ftse Developed Markets ETF, American Centy ETF TR, Schwab Strategic TR.
- What did Libra Wealth LLC buy and sell in Q2 2026?
- Libra Wealth LLC opened 6 new positions, added to 30, trimmed 14 and sold out of 2 compared with the quarter before.
- When did Libra Wealth LLC file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 6, 2026.
From Form 13F filed by Libra Wealth LLC (SEC CIK 0001925385) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds