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Libra Wealth Portfolio holdings

AUM $391M
1-Year Est. Return 18.18%
This Fund
S&P 500
This Quarter Est. Return
+11.17%
1 Year Est. Return
+18.18%
3 Year Est. Return
+58.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$391M
AUM Growth
+$36.4M
Cap. Flow
+$410K
Cap. Flow %
0.1%
Top 10 Hldgs %
77.44%
Holding
72
New
6
Increased
28
Reduced
15
Closed
2
Avg Time Held
11.5 quarters
Top 10 Avg Time Held
12.8 quarters
Top 20 Avg Time Held
14.7 quarters

Top Buys

Rank Stock Value
1
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$728K
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$549K
3
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$358K
4
AAPL icon
Apple
AAPL
+$310K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$297K

Top Sells

Rank Stock Value
1
SCHF icon
Schwab International Equity ETF
SCHF
+$666K
2
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$559K
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$474K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$453K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$348K

Sector Composition

Rank Sector Weight
1 Miscellaneous 87.63%
2 Technology 7.37%
3 Communication Services 2.11%
4 Financials 1.35%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VSGX icon
26
Vanguard ESG International Stock ETF
VSGX
$6.59B
$1.49M 0.38%
18,065
-421
-2% -$33.4K
2021 Q4
18 quarters
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.26T
$1.23M 0.31%
3,440
+340
+11% +$122K
2022 Q2
16 quarters
VTV icon
28
Vanguard Morningstar Value ETF
VTV
$188B
$1.2M 0.31%
5,518
– –
2022 Q2
16 quarters
AMAT icon
29
Applied Materials
AMAT
$404B
$1.18M 0.3%
1,630
+30
+2% +$13.8K
2023 Q2
12 quarters
VB icon
30
Vanguard Morningstar Small-Cap ETF
VB
$77.6B
$1.15M 0.29%
3,797
– –
2022 Q2
16 quarters
AMZN icon
31
Amazon
AMZN
$2.74T
$1.12M 0.29%
4,701
+416
+10% +$104K
2021 Q4
18 quarters
IWM icon
32
iShares Russell 2000 ETF
IWM
$77.1B
$1.08M 0.28%
3,610
-165
-4% -$46.4K
2022 Q2
16 quarters
VO icon
33
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$863K 0.22%
10,708
– –
2022 Q2
16 quarters
VBR icon
34
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.5B
$845K 0.22%
3,479
– –
2022 Q3
15 quarters
IBM icon
35
IBM
IBM
$213B
$802K 0.2%
2,851
+39
+1% +$9.83K
2021 Q4
18 quarters
IUSG icon
36
iShares Core S&P US Growth ETF
IUSG
$34.5B
$777K 0.2%
4,133
– –
2025 Q2
4 quarters
XLK icon
37
State Street Technology Select Sector SPDR ETF
XLK
$129B
$753K 0.19%
3,950
– –
2023 Q2
12 quarters
VYM icon
38
Vanguard High Dividend Yield ETF
VYM
$80.3B
$700K 0.18%
4,429
– –
2022 Q3
15 quarters
VEU icon
39
Vanguard FTSE All-World ex-US ETF
VEU
$67.8B
$693K 0.18%
8,271
– –
2025 Q2
4 quarters
VIG icon
40
Vanguard Dividend Appreciation ETF
VIG
$111B
$662K 0.17%
2,799
– –
2022 Q1
17 quarters
ABBV icon
41
AbbVie
ABBV
$481B
$638K 0.16%
2,536
+150
+6% +$32.3K
2021 Q4
18 quarters
ESGD icon
42
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$632K 0.16%
6,149
– –
2022 Q2
16 quarters
CDNS icon
43
Cadence Design Systems
CDNS
$96.1B
$632K 0.16%
1,683
+18
+1% +$6.31K
2025 Q4
2 quarters
HD icon
44
Home Depot
HD
$295B
$628K 0.16%
1,780
+40
+2% +$13K
2022 Q1
17 quarters
ADI icon
45
Analog Devices
ADI
$197B
$608K 0.16%
1,531
+23
+2% +$9.1K
2025 Q1
5 quarters
SUB icon
46
iShares Short-Term National Muni Bond ETF
SUB
$12B
$607K 0.16%
5,699
– –
2022 Q2
16 quarters
ESGU icon
47
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
$598K 0.15%
3,653
+109
+3% +$17.2K
2025 Q2
4 quarters
VNQ icon
48
Vanguard Real Estate ETF
VNQ
$35.3B
$594K 0.15%
6,165
– –
2022 Q2
16 quarters
CSCO icon
49
Cisco
CSCO
$453B
$497K 0.13%
4,231
+127
+3% +$13.3K
2024 Q3
7 quarters
QQQ icon
50
Invesco QQQ Trust
QQQ
$504B
$468K 0.12%
636
-658
-51% -$453K
2022 Q3
15 quarters
1
2
3

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Libra Wealth's Q2 2026 Portfolio in Review

As of Q2 2026, Libra Wealth held 72 positions worth $391M, up 10% from $355M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Libra Wealth's Q2 2026 filing shows 6 new, 28 increased, 15 reduced and 2 closed positions. Its largest new stake was SPDR Gold MiniShares Trust: 3,331 shares worth $265K. The largest sale was Schwab International Equity ETF, an estimated $666K.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, down from 89% a quarter earlier, followed by Technology and Communication Services.

  • Libra Wealth's largest Q2 2026 buy was SPDR Gold MiniShares Trust: 3,331 shares worth $265K.
  • Libra Wealth added most to Fidelity Wise Origin Bitcoin Fund in Q2 2026, an estimated $728K increase.
  • Libra Wealth's biggest Q2 2026 reduction was Schwab International Equity ETF, cutting an estimated $666K.
  • Libra Wealth fully exited Vanguard Total International Bond ETF in Q2 2026, selling an estimated $348K.
  • Libra Wealth's ten largest holdings make up 77% of its $391M portfolio in Q2 2026.
  • Libra Wealth opened 6 new positions and closed 2 in Q2 2026.
  • Libra Wealth's portfolio value rose 10% quarter-over-quarter to $391M.

Based on Libra Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.