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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

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
VXUS icon
51
Vanguard Total International Stock ETF
VXUS
$162B
$465K 0.12%
5,440
– –
AXP icon
52
American Express
AXP
$230B
$429K 0.11%
1,268
+13
+1% +$4.16K
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$390K 0.1%
6,539
+50
+0.8% +$2.94K
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.07T
$363K 0.09%
725
+164
+29% +$78.8K
MDY icon
55
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$362K 0.09%
515
– –
DE icon
56
Deere & Co
DE
$157B
$355K 0.09%
559
+4
+0.7% +$2.32K
IXUS icon
57
iShares Core MSCI Total International Stock ETF
IXUS
$60.3B
$333K 0.09%
3,485
– –
META icon
58
Meta Platforms (Facebook)
META
$1.39T
$325K 0.08%
577
+210
+57% +$128K
BSV icon
59
Vanguard Short-Term Bond ETF
BSV
$45.7B
$300K 0.08%
3,850
+354
+10% +$27.6K
JNJ icon
60
Johnson & Johnson
JNJ
$659B
$297K 0.08%
1,168
+220
+23% +$51.3K
CAT icon
61
Caterpillar
CAT
$375B
$285K 0.07%
+268
New +$235K
RSP icon
62
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$266K 0.07%
1,251
– –
GLDM icon
63
SPDR Gold MiniShares Trust
GLDM
$31B
$265K 0.07%
+3,331
New +$297K
VYMI icon
64
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
$248K 0.06%
2,525
– –
SMLV icon
65
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$259M
$230K 0.06%
1,463
– –
PH icon
66
Parker-Hannifin
PH
$129B
$222K 0.06%
+227
New +$208K
IWB icon
67
iShares Russell 1000 ETF
IWB
$49.5B
$220K 0.06%
+538
New +$213K
AVGO icon
68
Broadcom
AVGO
$1.72T
$219K 0.06%
+581
New +$233K
COST icon
69
Costco
COST
$424B
$211K 0.05%
226
-24
-10% -$23.9K
GLW icon
70
Corning
GLW
$131B
$200K 0.05%
+784
New +$143K
BNDX icon
71
Vanguard Total International Bond ETF
BNDX
$82.7B
– –
-7,236
Closed -$348K
INTU icon
72
Intuit
INTU
$99.1B
– –
-554
Closed -$240K
1 2
3

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KFG
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PWAC
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SHFA
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FWM
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OE
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AIM
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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 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.