We are live on ! Find out more
LW

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

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 Technology 7.37%
2 Communication Services 2.11%
3 Financials 1.35%
4 Consumer Discretionary 1.02%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSGX icon
26
Vanguard ESG International Stock ETF
VSGX
$6.76B
$1.49M 0.38%
18,065
-421
-2% -$33.4K
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.22T
$1.23M 0.31%
3,440
+340
+11% +$122K
VTV icon
28
Vanguard Morningstar Value ETF
VTV
$194B
$1.2M 0.31%
5,518
– –
AMAT icon
29
Applied Materials
AMAT
$394B
$1.18M 0.3%
1,630
+30
+2% +$13.8K
VB icon
30
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$1.15M 0.29%
3,797
– –
AMZN icon
31
Amazon
AMZN
$2.87T
$1.12M 0.29%
4,701
+416
+10% +$104K
IWM icon
32
iShares Russell 2000 ETF
IWM
$82.4B
$1.08M 0.28%
3,610
-165
-4% -$46.4K
VO icon
33
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$863K 0.22%
10,708
– –
VBR icon
34
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$845K 0.22%
3,479
– –
IBM icon
35
IBM
IBM
$223B
$802K 0.2%
2,851
+39
+1% +$9.83K
IUSG icon
36
iShares Core S&P US Growth ETF
IUSG
$33.3B
$777K 0.2%
4,133
– –
XLK icon
37
State Street Technology Select Sector SPDR ETF
XLK
$120B
$753K 0.19%
3,950
– –
VYM icon
38
Vanguard High Dividend Yield ETF
VYM
$83.4B
$700K 0.18%
4,429
– –
VEU icon
39
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$693K 0.18%
8,271
– –
VIG icon
40
Vanguard Dividend Appreciation ETF
VIG
$114B
$662K 0.17%
2,799
– –
ABBV icon
41
AbbVie
ABBV
$470B
$638K 0.16%
2,536
+150
+6% +$32.3K
ESGD icon
42
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$632K 0.16%
6,149
– –
CDNS icon
43
Cadence Design Systems
CDNS
$86.7B
$632K 0.16%
1,683
+18
+1% +$6.31K
HD icon
44
Home Depot
HD
$343B
$628K 0.16%
1,780
+40
+2% +$13K
ADI icon
45
Analog Devices
ADI
$182B
$608K 0.16%
1,531
+23
+2% +$9.1K
SUB icon
46
iShares Short-Term National Muni Bond ETF
SUB
$11.5B
$607K 0.16%
5,699
– –
ESGU icon
47
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
$598K 0.15%
3,653
+109
+3% +$17.2K
VNQ icon
48
Vanguard Real Estate ETF
VNQ
$39.1B
$594K 0.15%
6,165
– –
CSCO icon
49
Cisco
CSCO
$436B
$497K 0.13%
4,231
+127
+3% +$13.3K
QQQ icon
50
Invesco QQQ Trust
QQQ
$487B
$468K 0.12%
636
-658
-51% -$453K
1
2
3

Similar funds

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
SHFA
SS&H Financial Advisors Troy, Michigan $391M AUM
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return

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 Technology at 7.4% of assets, up from 6.8% a quarter earlier, followed by Communication Services and Financials.

  • 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.