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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
AXP icon
51
American Express
AXP
$231B
$380K 0.11%
1,255
– –
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$351K 0.1%
6,489
-844
-12% -$47.3K
BNDX icon
53
Vanguard Total International Bond ETF
BNDX
$82.7B
$348K 0.1%
7,236
– –
CSCO icon
54
Cisco
CSCO
$440B
$318K 0.09%
4,104
+21
+0.5% +$1.64K
MDY icon
55
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$318K 0.09%
515
– –
DE icon
56
Deere & Co
DE
$165B
$313K 0.09%
555
– –
IXUS icon
57
iShares Core MSCI Total International Stock ETF
IXUS
$60.7B
$302K 0.09%
3,485
– –
BSV icon
58
Vanguard Short-Term Bond ETF
BSV
$45.7B
$274K 0.08%
3,496
+887
+34% +$69.8K
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.08T
$269K 0.08%
561
-139
-20% -$68.2K
COST icon
60
Costco
COST
$427B
$249K 0.07%
250
-57
-19% -$55.5K
RSP icon
61
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$240K 0.07%
1,251
– –
INTU icon
62
Intuit
INTU
$94.7B
$240K 0.07%
554
+2
+0.4% +$954
VYMI icon
63
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$238K 0.07%
2,525
– –
JNJ icon
64
Johnson & Johnson
JNJ
$630B
$232K 0.07%
+948
New +$221K
META icon
65
Meta Platforms (Facebook)
META
$1.51T
$210K 0.06%
367
-79
-18% -$50.6K
SMLV icon
66
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$262M
$201K 0.06%
+1,463
New +$203K
CRM icon
67
Salesforce
CRM
$161B
– –
-908
Closed -$241K
IWB icon
68
iShares Russell 1000 ETF
IWB
$50.4B
– –
-538
Closed -$201K
TEAM icon
69
Atlassian
TEAM
$41.3B
– –
-2,189
Closed -$355K
1 2
3

Similar funds

SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
TCM
Turas Capital Management Boston, Massachusetts $392M AUM
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
EC
Euclidean Capital New York $392M AUM 31.85% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
AC
Arjuna Capital Durham, North Carolina $393M AUM 20.42% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
IVLAV
Index Venture Life Associates VI St. Helier, Jersey $396M AUM 176.22% 1-Year Est. Return

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.