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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
(-0.73%)
Cap. Flow
+$5.14M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
77.97%
Holding
69
New
2
Increased
11
Reduced
17
Closed
3
Avg Time Held
11.6
quarters
Top 10 Avg Time Held
11.8
quarters
Top 20 Avg Time Held
13.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$2.68M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$1.88M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.46M |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$1.08M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$969K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+$1.21M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$1.1M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$619K |
| 4 |
Atlassian
TEAM
|
+$355K |
| 5 |
Salesforce
CRM
|
+$241K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.5% |
| 2 | Technology | 6.76% |
| 3 | Communication Services | 2.37% |
| 4 | Financials | 1.06% |
| 5 | Consumer Discretionary | 0.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Vanguard Morningstar Growth ETF
VUG
$235B
| $1.29M | 0.36% |
17,766
| – | – |
2022 Q2
15 quarters
|
|
27
Vanguard Morningstar Value ETF
VTV
$188B
| $1.08M | 0.31% |
5,518
| – | – |
2022 Q2
15 quarters
|
|
28
Vanguard Morningstar Small-Cap ETF
VB
$77.6B
| $995K | 0.28% |
3,797
-96
| -2% | -$26K |
2022 Q2
15 quarters
|
|
29
iShares Russell 2000 ETF
IWM
$77.1B
| $936K | 0.26% |
3,775
| – | – |
2022 Q2
15 quarters
|
|
30
Amazon
AMZN
$2.74T
| $892K | 0.25% |
4,285
-278
| -6% | -$61.2K |
2021 Q4
17 quarters
|
|
31
Alphabet (Google) Class A
GOOGL
$4.26T
| $891K | 0.25% |
3,100
| – | – |
2022 Q2
15 quarters
|
|
32
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $769K | 0.22% |
10,708
| – | – |
2022 Q2
15 quarters
|
|
33
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.5B
| $756K | 0.21% |
3,479
-148
| -4% | -$33.1K |
2022 Q3
14 quarters
|
|
34
Invesco QQQ Trust
QQQ
$504B
| $747K | 0.21% |
1,294
-17
| -1% | -$10.3K |
2022 Q3
14 quarters
|
|
35
IBM
IBM
$213B
| $682K | 0.19% |
2,812
| – | – |
2021 Q4
17 quarters
|
|
36
Vanguard High Dividend Yield ETF
VYM
$80.3B
| $656K | 0.18% |
4,429
-67
| -1% | -$10.1K |
2022 Q3
14 quarters
|
|
37
iShares Core S&P US Growth ETF
IUSG
$34.5B
| $641K | 0.18% |
4,133
| – | – |
2025 Q2
3 quarters
|
|
38
Vanguard FTSE All-World ex-US ETF
VEU
$67.8B
| $621K | 0.18% |
8,271
| – | – |
2025 Q2
3 quarters
|
|
39
iShares Short-Term National Muni Bond ETF
SUB
$12B
| $607K | 0.17% |
5,699
| – | – |
2022 Q2
15 quarters
|
|
40
Vanguard Dividend Appreciation ETF
VIG
$111B
| $602K | 0.17% |
2,799
| – | – |
2022 Q1
16 quarters
|
|
41
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
| $588K | 0.17% |
6,149
| – | – |
2022 Q2
15 quarters
|
|
42
Home Depot
HD
$295B
| $572K | 0.16% |
1,740
| – | – |
2022 Q1
16 quarters
|
|
43
Applied Materials
AMAT
$404B
| $547K | 0.15% |
1,600
| – | – |
2023 Q2
11 quarters
|
|
44
Vanguard Real Estate ETF
VNQ
$35.3B
| $547K | 0.15% |
6,165
| – | – |
2022 Q2
15 quarters
|
|
45
State Street Technology Select Sector SPDR ETF
XLK
$129B
| $525K | 0.15% |
3,950
| – | – |
2023 Q2
11 quarters
|
|
46
AbbVie
ABBV
$481B
| $519K | 0.15% |
2,386
| – | – |
2021 Q4
17 quarters
|
|
47
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
| $501K | 0.14% |
3,544
| – | – |
2025 Q2
3 quarters
|
|
48
Analog Devices
ADI
$197B
| $480K | 0.14% |
1,508
| – | – |
2025 Q1
4 quarters
|
|
49
Cadence Design Systems
CDNS
$96.1B
| $463K | 0.13% |
1,665
| – | – |
2025 Q4
1 quarter
|
|
50
Vanguard Total International Stock ETF
VXUS
$159B
| $419K | 0.12% |
5,440
| – | – |
2022 Q3
14 quarters
|
|
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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 U.S. Targeted Value Portfolio ETF Class Shares, an estimated $1.21M.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, up from 87% a quarter earlier, followed by Technology and Communication Services.
- 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 U.S. Targeted Value Portfolio ETF Class Shares, 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.