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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
-1.51%
1 Year Est. Return
+18.18%
3 Year Est. Return
+58.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$355M
AUM Growth
-$2.6M
Cap. Flow
+$5.14M
Cap. Flow %
1.45%
Top 10 Hldgs %
77.97%
Holding
69
New
2
Increased
11
Reduced
17
Closed
3

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$2.68M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.88M
3
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.46M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$969K

Top Sells

Rank Stock Value
1
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.21M
2
SCHF icon
Schwab International Equity ETF
SCHF
+$1.1M
3
SCHB icon
Schwab US Broad Market ETF
SCHB
+$619K
4
TEAM icon
Atlassian
TEAM
+$355K
5
CRM icon
Salesforce
CRM
+$241K

Sector Composition

Rank Sector Weight
1 Technology 6.76%
2 Communication Services 2.37%
3 Financials 1.06%
4 Consumer Discretionary 0.94%
5 Healthcare 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VUG icon
26
Vanguard Morningstar Growth ETF
VUG
$230B
$1.29M 0.36%
17,766
– –
VTV icon
27
Vanguard Morningstar Value ETF
VTV
$194B
$1.08M 0.31%
5,518
– –
VB icon
28
Vanguard Morningstar Small-Cap ETF
VB
$83.5B
$995K 0.28%
3,797
-96
-2% -$26K
IWM icon
29
iShares Russell 2000 ETF
IWM
$82.8B
$936K 0.26%
3,775
– –
AMZN icon
30
Amazon
AMZN
$2.84T
$892K 0.25%
4,285
-278
-6% -$61.2K
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.21T
$891K 0.25%
3,100
– –
VO icon
32
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$769K 0.22%
10,708
– –
VBR icon
33
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.3B
$756K 0.21%
3,479
-148
-4% -$33.1K
QQQ icon
34
Invesco QQQ Trust
QQQ
$485B
$747K 0.21%
1,294
-17
-1% -$10.3K
IBM icon
35
IBM
IBM
$221B
$682K 0.19%
2,812
– –
VYM icon
36
Vanguard High Dividend Yield ETF
VYM
$83.9B
$656K 0.18%
4,429
-67
-1% -$10.1K
IUSG icon
37
iShares Core S&P US Growth ETF
IUSG
$33.8B
$641K 0.18%
4,133
– –
VEU icon
38
Vanguard FTSE All-World ex-US ETF
VEU
$70.5B
$621K 0.18%
8,271
– –
SUB icon
39
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$607K 0.17%
5,699
– –
VIG icon
40
Vanguard Dividend Appreciation ETF
VIG
$114B
$602K 0.17%
2,799
– –
ESGD icon
41
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$588K 0.17%
6,149
– –
HD icon
42
Home Depot
HD
$338B
$572K 0.16%
1,740
– –
AMAT icon
43
Applied Materials
AMAT
$402B
$547K 0.15%
1,600
– –
VNQ icon
44
Vanguard Real Estate ETF
VNQ
$39.2B
$547K 0.15%
6,165
– –
XLK icon
45
State Street Technology Select Sector SPDR ETF
XLK
$124B
$525K 0.15%
3,950
– –
ABBV icon
46
AbbVie
ABBV
$441B
$519K 0.15%
2,386
– –
ESGU icon
47
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$501K 0.14%
3,544
– –
ADI icon
48
Analog Devices
ADI
$186B
$480K 0.14%
1,508
– –
CDNS icon
49
Cadence Design Systems
CDNS
$89.9B
$463K 0.13%
1,665
– –
VXUS icon
50
Vanguard Total International Stock ETF
VXUS
$164B
$419K 0.12%
5,440
– –
1
2
3

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SI
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TCM
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PG
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EC
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DCM
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AC
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FIG
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IVLAV
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Libra Wealth's Q1 2026 Portfolio in Review

As of Q1 2026, Libra Wealth held 69 positions worth $355M, down 0.73% from $357M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Libra Wealth's Q1 2026 filing shows 2 new, 11 increased, 17 reduced and 3 closed positions. Its largest new stake was Johnson & Johnson: 948 shares worth $232K. The largest sale was Dimensional US Targeted Value ETF, an estimated $1.21M.

By sector, the portfolio is most concentrated in Technology at 6.8% of assets, down from 7.7% a quarter earlier, followed by Communication Services and Financials.

  • Libra Wealth's largest Q1 2026 buy was Johnson & Johnson: 948 shares worth $232K.
  • Libra Wealth added most to Vanguard Morningstar Total Stock Market ETF in Q1 2026, an estimated $2.68M increase.
  • Libra Wealth's biggest Q1 2026 reduction was Dimensional US Targeted Value ETF, cutting an estimated $1.21M.
  • Libra Wealth fully exited Atlassian in Q1 2026, selling an estimated $355K.
  • Libra Wealth's ten largest holdings make up 78% of its $355M portfolio in Q1 2026.
  • Libra Wealth opened 2 new positions and closed 3 in Q1 2026.
  • Libra Wealth's portfolio value fell 0.73% quarter-over-quarter to $355M.

Based on Libra Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.