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
(+10%)
Cap. Flow
+$410K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
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 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$728K |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$549K |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$358K |
| 4 |
Apple
AAPL
|
+$310K |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$297K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab International Equity ETF
SCHF
|
+$666K |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$559K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$474K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$453K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
51
Vanguard Total International Stock ETF
VXUS
$159B
| $465K | 0.12% |
5,440
| – | – |
2022 Q3
15 quarters
|
|
52
American Express
AXP
$208B
| $429K | 0.11% |
1,268
+13
| +1% | +$4.16K |
2023 Q4
10 quarters
|
|
53
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $390K | 0.1% |
6,539
+50
| +0.8% | +$2.94K |
2025 Q1
5 quarters
|
|
54
Berkshire Hathaway Class B
BRK.B
$1.09T
| $363K | 0.09% |
725
+164
| +29% | +$78.8K |
2024 Q2
8 quarters
|
|
55
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
| $362K | 0.09% |
515
| – | – |
2022 Q3
15 quarters
|
|
56
Deere & Co
DE
$176B
| $355K | 0.09% |
559
+4
| +0.7% | +$2.32K |
2022 Q3
15 quarters
|
|
57
iShares Core MSCI Total International Stock ETF
IXUS
$58.2B
| $333K | 0.09% |
3,485
| – | – |
2025 Q1
5 quarters
|
|
58
Meta Platforms (Facebook)
META
$1.84T
| $325K | 0.08% |
577
+210
| +57% | +$128K |
2025 Q1
5 quarters
|
|
59
Vanguard Short-Term Bond ETF
BSV
$46B
| $300K | 0.08% |
3,850
+354
| +10% | +$27.6K |
2025 Q4
2 quarters
|
|
60
Johnson & Johnson
JNJ
$618B
| $297K | 0.08% |
1,168
+220
| +23% | +$51.3K |
2026 Q1
1 quarter
|
|
61
Caterpillar
CAT
$366B
| $285K | 0.07% |
+268
| New | +$235K |
2026 Q2
0 quarters
|
|
62
Invesco S&P 500 Equal Weight ETF
RSP
$97B
| $266K | 0.07% |
1,251
| – | – |
2025 Q2
4 quarters
|
|
|
63
SPDR Gold MiniShares Trust
GLDM
$30.5B
| $265K | 0.07% |
+3,331
| New | +$297K |
2026 Q2
0 quarters
|
|
64
Vanguard International High Dividend Yield ETF
VYMI
$20.8B
| $248K | 0.06% |
2,525
| – | – |
2025 Q2
4 quarters
|
|
65
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$245M
| $230K | 0.06% |
1,463
| – | – |
2026 Q1
1 quarter
|
|
66
Parker-Hannifin
PH
$119B
| $222K | 0.06% |
+227
| New | +$208K |
2026 Q2
0 quarters
|
|
67
iShares Russell 1000 ETF
IWB
$49.2B
| $220K | 0.06% |
+538
| New | +$213K |
2026 Q2
0 quarters
|
|
68
Broadcom
AVGO
$1.72T
| $219K | 0.06% |
+581
| New | +$233K |
2026 Q2
0 quarters
|
|
69
Costco
COST
$420B
| $211K | 0.05% |
226
-24
| -10% | -$23.9K |
2023 Q2
12 quarters
|
|
70
Corning
GLW
$132B
| $200K | 0.05% |
+784
| New | +$143K |
2026 Q2
0 quarters
|
|
|
71
Vanguard Total International Bond ETF
BNDX
$82.4B
| – | – |
-7,236
| Closed | -$348K | – |
|
72
Intuit
INTU
$81.2B
| – | – |
-554
| Closed | -$240K | – |
|
Similar funds
PFPGI
OFA
KFG
PWAC
SHFA
FWM
OE
AIM
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.