Libra Wealth

LOS GATOS, CAfiles as LIBRA WEALTH LLC

$391m in 70 US stocks at the end of 30 June 2026. The top 10 are 77.4% of the money. It changed about 3.5% of the portfolio this quarter.

Value

$391m

Stocks

Top 10 share

77.4%

Turnover

3.5%

What changed this quarter

New

Bought for the first time this quarter.

CaterpillarCAT
<0.1% of the fund
World Gold TRGLDM
<0.1% of the fund
Parker-HannifinPH
<0.1% of the fund
Ishares TRIWB
<0.1% of the fund
BroadcomAVGO
<0.1% of the fund
CorningGLW
<0.1% of the fund

Added

Bought more of a stock they already held.

AppleAAPL
1.8% of the fund
+5%
Fidelity Wise Origin BitcoinFBTC
1.4% of the fund
+12%
MicrosoftMSFT
1.1% of the fund
+4%
AlphabetGOOG
0.8% of the fund
+7%
TeslaTSLA
0.6% of the fund
+5%
AlphabetGOOGL
0.3% of the fund
+11%
Amazon.comAMZN
0.3% of the fund
+10%
AbbVieABBV
0.2% of the fund
+6%
Home DepotHD
0.2% of the fund
+2%
Ishares TRESGU
0.2% of the fund
+3%
Cisco SystemsCSCO
0.1% of the fund
+3%
Berkshire HathawayBRK-B
<0.1% of the fund
+29%
Meta PlatformsMETA
<0.1% of the fund
+57%
Vanguard BD Index FDSBSV
<0.1% of the fund
+10%
Johnson & JohnsonJNJ
<0.1% of the fund
+23%

Cut

Sold some of their stake.

Schwab Strategic TRSCHB
5.1% of the fund
-2%
Schwab Strategic TRSCHF
5.1% of the fund
-3%
American Centy ETF TRAVEM
4.6% of the fund
-3%
Schwab Strategic TRSCHR
1.2% of the fund
-4%
Vanguard Index FDSVOO
0.5% of the fund
-9%
Vanguard World FDVSGX
0.4% of the fund
-2%
Ishares TRIWM
0.3% of the fund
-4%
Invesco QQQ TRQQQ
0.1% of the fund
-51%
Costco WholesaleCOST
<0.1% of the fund
-10%

Sold out

Sold their entire stake.

Vanguard Charlotte FDSBNDX
-100%
IntuitINTU
-100%

Holdings

Vanguard Index FDSVTI
Share
20.9%
Value
$82m
Shares
220,794
Held
Vanguard Scottsdale FDSVGIT
Share
16.5%
Value
$64m
Shares
1,092,189
Held
Vanguard Tax-Managed FDSVEA
Share
8.0%
Value
$31m
Shares
437,774
Held
American Centy ETF TRAVUV
Share
5.5%
Value
$22m
Shares
173,101
Held
Schwab Strategic TRSCHB
Share
5.1%
Value
$20m
Shares
694,982
-2%
Schwab Strategic TRSCHF
Share
5.1%
Value
$20m
Shares
720,506
-3%
Dimensional ETF TrustDFAT
Share
4.9%
Value
$19m
Shares
276,118
Held
American Centy ETF TRAVEM
Share
4.6%
Value
$18m
Shares
185,718
-3%
American Centy ETF TRAVDV
Share
3.9%
Value
$15m
Shares
147,027
Held
NvidiaNVDA
Share
3.0%
Value
$12m
Shares
57,978
Held
Vanguard World FDESGV
Share
1.8%
Value
$7m
Shares
53,482
Held
AppleAAPL
Share
1.8%
Value
$7m
Shares
23,936
+5%
Ishares TRITOT
Share
1.7%
Value
$7m
Shares
40,657
Held
Fidelity Wise Origin BitcoinFBTC
Share
1.4%
Value
$5m
Shares
105,375
+12%
State STR Spdr S&P 500 ETF TSPY
Share
1.3%
Value
$5m
Shares
6,678
Held
Schwab Strategic TRSCHR
Share
1.2%
Value
$5m
Shares
193,674
-4%
Robinhood MarketsHOOD
Share
1.1%
Value
$4m
Shares
44,850
Held
MicrosoftMSFT
Share
1.1%
Value
$4m
Shares
11,520
+4%
NetflixNFLX
Share
1.0%
Value
$4m
Shares
52,886
Held
Spdr Series TrustSPTI
Share
0.8%
Value
$3m
Shares
104,269
Held
AlphabetGOOG
Share
0.8%
Value
$3m
Shares
8,319
+7%
TeslaTSLA
Share
0.6%
Value
$2m
Shares
5,318
+5%
QualcommQCOM
Share
0.5%
Value
$2m
Shares
10,214
Held
Vanguard Index FDSVOO
Share
0.5%
Value
$2m
Shares
2,742
-9%
Vanguard Index FDSVUG
Share
0.4%
Value
$2m
Shares
17,766
Held
Vanguard World FDVSGX
Share
0.4%
Value
$1m
Shares
18,065
-2%
AlphabetGOOGL
Share
0.3%
Value
$1m
Shares
3,440
+11%
Vanguard Index FDSVTV
Share
0.3%
Value
$1m
Shares
5,518
Held
Applied MaterialsAMAT
Share
0.3%
Value
$1m
Shares
1,630
Held
Vanguard Index FDSVB
Share
0.3%
Value
$1m
Shares
3,797
Held
Amazon.comAMZN
Share
0.3%
Value
$1m
Shares
4,701
+10%
Ishares TRIWM
Share
0.3%
Value
$1m
Shares
3,610
-4%
Vanguard Index FDSVO
Share
0.2%
Value
$862,744
Shares
10,708
Held
Vanguard Index FDSVBR
Share
0.2%
Value
$845,362
Shares
3,479
Held
International Business MachinesIBM
Share
0.2%
Value
$801,730
Shares
2,851
Held
Ishares TRIUSG
Share
0.2%
Value
$777,376
Shares
4,133
Held
Select Sector Spdr TRXLK
Share
0.2%
Value
$752,554
Shares
3,950
Held
Vanguard Whitehall FDSVYM
Share
0.2%
Value
$699,915
Shares
4,429
Held
Vanguard Intl Equity Index FVEU
Share
0.2%
Value
$692,696
Shares
8,271
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$662,299
Shares
2,799
Held
AbbVieABBV
Share
0.2%
Value
$638,159
Shares
2,536
+6%
Ishares TRESGD
Share
0.2%
Value
$632,179
Shares
6,149
Held
Cadence Design SystemsCDNS
Share
0.2%
Value
$631,664
Shares
1,683
Held
Home DepotHD
Share
0.2%
Value
$627,770
Shares
1,780
+2%
Analog DevicesADI
Share
0.2%
Value
$608,067
Shares
1,531
Held
Ishares TRSUB
Share
0.2%
Value
$606,773
Shares
5,699
Held
Ishares TRESGU
Share
0.2%
Value
$597,887
Shares
3,653
+3%
Vanguard Index FDSVNQ
Share
0.2%
Value
$594,491
Shares
6,165
Held
Cisco SystemsCSCO
Share
0.1%
Value
$496,973
Shares
4,231
+3%
Invesco QQQ TRQQQ
Share
0.1%
Value
$468,350
Shares
636
-51%
Vanguard Star FDSVXUS
Share
0.1%
Value
$465,066
Shares
5,440
Held
American ExpressAXP
Share
0.1%
Value
$428,901
Shares
1,268
Held
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$390,332
Shares
6,539
Held
Berkshire HathawayBRK-B
Share
<0.1%
Value
$362,783
Shares
725
+29%
State STR Spdr S&P Midcap 40MDY
Share
<0.1%
Value
$362,220
Shares
515
Held
DeereDE
Share
<0.1%
Value
$354,590
Shares
559
Held
Ishares TRIXUS
Share
<0.1%
Value
$332,608
Shares
3,485
Held
Meta PlatformsMETA
Share
<0.1%
Value
$325,018
Shares
577
+57%
Vanguard BD Index FDSBSV
Share
<0.1%
Value
$299,954
Shares
3,850
+10%
Johnson & JohnsonJNJ
Share
<0.1%
Value
$296,742
Shares
1,168
+23%
CaterpillarCAT
Share
<0.1%
Value
$285,393
Shares
268
New
Invesco Exchange Traded FD TRSP
Share
<0.1%
Value
$266,175
Shares
1,251
Held
World Gold TRGLDM
Share
<0.1%
Value
$264,548
Shares
3,331
New
Vanguard Whitehall FDSVYMI
Share
<0.1%
Value
$247,955
Shares
2,525
Held
Spdr Series TrustSMLV
Share
<0.1%
Value
$230,222
Shares
1,463
Held
Parker-HannifinPH
Share
<0.1%
Value
$222,033
Shares
227
New
Ishares TRIWB
Share
<0.1%
Value
$220,311
Shares
538
New
BroadcomAVGO
Share
<0.1%
Value
$219,473
Shares
581
New
Costco WholesaleCOST
Share
<0.1%
Value
$211,416
Shares
226
-10%
CorningGLW
Share
<0.1%
Value
$200,257
Shares
784
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	20.9%	$82m	220,794	Held
Vanguard Scottsdale FDSVGIT	16.5%	$64m	1,092,189	Held
Vanguard Tax-Managed FDSVEA	8.0%	$31m	437,774	Held
American Centy ETF TRAVUV	5.5%	$22m	173,101	Held
Schwab Strategic TRSCHB	5.1%	$20m	694,982	-2%
Schwab Strategic TRSCHF	5.1%	$20m	720,506	-3%
Dimensional ETF TrustDFAT	4.9%	$19m	276,118	Held
American Centy ETF TRAVEM	4.6%	$18m	185,718	-3%
American Centy ETF TRAVDV	3.9%	$15m	147,027	Held
NvidiaNVDA	3.0%	$12m	57,978	Held
Vanguard World FDESGV	1.8%	$7m	53,482	Held
AppleAAPL	1.8%	$7m	23,936	+5%
Ishares TRITOT	1.7%	$7m	40,657	Held
Fidelity Wise Origin BitcoinFBTC	1.4%	$5m	105,375	+12%
State STR Spdr S&P 500 ETF TSPY	1.3%	$5m	6,678	Held
Schwab Strategic TRSCHR	1.2%	$5m	193,674	-4%
Robinhood MarketsHOOD	1.1%	$4m	44,850	Held
MicrosoftMSFT	1.1%	$4m	11,520	+4%
NetflixNFLX	1.0%	$4m	52,886	Held
Spdr Series TrustSPTI	0.8%	$3m	104,269	Held
AlphabetGOOG	0.8%	$3m	8,319	+7%
TeslaTSLA	0.6%	$2m	5,318	+5%
QualcommQCOM	0.5%	$2m	10,214	Held
Vanguard Index FDSVOO	0.5%	$2m	2,742	-9%
Vanguard Index FDSVUG	0.4%	$2m	17,766	Held
Vanguard World FDVSGX	0.4%	$1m	18,065	-2%
AlphabetGOOGL	0.3%	$1m	3,440	+11%
Vanguard Index FDSVTV	0.3%	$1m	5,518	Held
Applied MaterialsAMAT	0.3%	$1m	1,630	Held
Vanguard Index FDSVB	0.3%	$1m	3,797	Held
Amazon.comAMZN	0.3%	$1m	4,701	+10%
Ishares TRIWM	0.3%	$1m	3,610	-4%
Vanguard Index FDSVO	0.2%	$862,744	10,708	Held
Vanguard Index FDSVBR	0.2%	$845,362	3,479	Held
International Business MachinesIBM	0.2%	$801,730	2,851	Held
Ishares TRIUSG	0.2%	$777,376	4,133	Held
Select Sector Spdr TRXLK	0.2%	$752,554	3,950	Held
Vanguard Whitehall FDSVYM	0.2%	$699,915	4,429	Held
Vanguard Intl Equity Index FVEU	0.2%	$692,696	8,271	Held
Vanguard Specialized FundsVIG	0.2%	$662,299	2,799	Held
AbbVieABBV	0.2%	$638,159	2,536	+6%
Ishares TRESGD	0.2%	$632,179	6,149	Held
Cadence Design SystemsCDNS	0.2%	$631,664	1,683	Held
Home DepotHD	0.2%	$627,770	1,780	+2%
Analog DevicesADI	0.2%	$608,067	1,531	Held
Ishares TRSUB	0.2%	$606,773	5,699	Held
Ishares TRESGU	0.2%	$597,887	3,653	+3%
Vanguard Index FDSVNQ	0.2%	$594,491	6,165	Held
Cisco SystemsCSCO	0.1%	$496,973	4,231	+3%
Invesco QQQ TRQQQ	0.1%	$468,350	636	-51%
Vanguard Star FDSVXUS	0.1%	$465,066	5,440	Held
American ExpressAXP	0.1%	$428,901	1,268	Held
Vanguard Intl Equity Index FVWO	<0.1%	$390,332	6,539	Held
Berkshire HathawayBRK-B	<0.1%	$362,783	725	+29%
State STR Spdr S&P Midcap 40MDY	<0.1%	$362,220	515	Held
DeereDE	<0.1%	$354,590	559	Held
Ishares TRIXUS	<0.1%	$332,608	3,485	Held
Meta PlatformsMETA	<0.1%	$325,018	577	+57%
Vanguard BD Index FDSBSV	<0.1%	$299,954	3,850	+10%
Johnson & JohnsonJNJ	<0.1%	$296,742	1,168	+23%
CaterpillarCAT	<0.1%	$285,393	268	New
Invesco Exchange Traded FD TRSP	<0.1%	$266,175	1,251	Held
World Gold TRGLDM	<0.1%	$264,548	3,331	New
Vanguard Whitehall FDSVYMI	<0.1%	$247,955	2,525	Held
Spdr Series TrustSMLV	<0.1%	$230,222	1,463	Held
Parker-HannifinPH	<0.1%	$222,033	227	New
Ishares TRIWB	<0.1%	$220,311	538	New
BroadcomAVGO	<0.1%	$219,473	581	New
Costco WholesaleCOST	<0.1%	$211,416	226	-10%
CorningGLW	<0.1%	$200,257	784	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 27.9% since 30 June 2025.

Where the money is

Technology7.4%

Media & telecom2.1%

Financial services1.4%

Retail & consumer1.0%

Health care0.2%

Industrials0.2%

Everyday goods0.1%

Other87.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.