Funds › Libra Wealth LLC
Libra Wealth LLC
13F for Q3 2026, filed Nov 12, 2026. 80 positions worth $412.8M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$412.8M
+$21.5M (5.5%) vs Q2 2026
Positions
80
70 in Q2 2026
Top 10 share
75.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds Mrngstr Ttl Stk | 227,449 | $85.1M | 20.6% | +3.0% | 13F ↗ |
| 2 | Vanguard Scottsdale Fds Inter Term Treas | 1.18M | $66.8M | 16.2% | +7.9% | 13F ↗ |
| 3 | Vanguard Tax-Managed Fds | 453,358 | $32.0M | 7.8% | +3.6% | 13F ↗ |
| 4 | American Centy ETF Tr Us Sml Cp Valu | 183,097 | $21.6M | 5.2% | +5.8% | 13F ↗ |
| 5 | Schwab Strategic Tr Us Brd Mkt Etf | 690,542 | $20.2M | 4.9% | -0.6% | 13F ↗ |
| 6 | Schwab Strategic Tr Intl Eqty Etf | 718,003 | $19.7M | 4.8% | -0.3% | 13F ↗ |
| 7 | American Centy ETF Tr Avantis Emgmkt | 201,557 | $19.0M | 4.6% | +8.5% | 13F ↗ |
| 8 | Dimensional ETF Trust Us Targeted Vlu | 273,135 | $18.1M | 4.4% | -1.1% | 13F ↗ |
| 9 | American Centy ETF Tr Intl Smcp Vlu | 158,387 | $17.3M | 4.2% | +7.7% | 13F ↗ |
| 10 | NVDA NVIDIA Corporation | 59,310 | $13.5M | 3.3% | +2.3% | 13F ↗ |
| 11 | AAPL Apple Inc. | 23,952 | $8.0M | 1.9% | +0.1% | 13F ↗ |
| 12 | FBTC Fidelity Wise Origin Bitcoin Fund | 108,084 | $7.9M | 1.9% | +2.6% | 13F ↗ |
| 13 | Vanguard World Fd Esg Us Stk Etf | 50,788 | $6.9M | 1.7% | -5.0% | 13F ↗ |
| 14 | iShares Tr Core S&P Ttl Stk | 40,045 | $6.7M | 1.6% | -1.5% | 13F ↗ |
| 15 | MSFT Microsoft Corporation | 11,791 | $6.0M | 1.5% | +2.4% | 13F ↗ |
| 16 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 7,458 | $5.7M | 1.4% | +11.7% | 13F ↗ |
| 17 | HOOD Robinhood Markets, Inc. | 42,487 | $4.8M | 1.2% | -5.3% | 13F ↗ |
| 18 | Schwab Strategic Tr INT-TRM U.S Tres | 193,674 | $4.6M | 1.1% | Unchanged | 13F ↗ |
| 19 | NFLX Netflix, Inc. | 54,664 | $3.8M | 0.9% | +3.4% | 13F ↗ |
| 20 | GOOG Alphabet Inc. Class C | 9,168 | $3.1M | 0.8% | +10.2% | 13F ↗ |
| 21 | Spdr Series Trust St Inter Etf | 104,269 | $2.8M | 0.7% | Unchanged | 13F ↗ |
| 22 | QCOM QUALCOMM Incorporated | 11,172 | $2.1M | 0.5% | +9.4% | 13F ↗ |
| 23 | Vanguard Index Fds S&P 500 Etf Shs | 2,907 | $2.0M | 0.5% | +6.0% | 13F ↗ |
| 24 | Vanguard Calif Tax Free Fds Tax Exempt Bd Fd | 20,837 | $2.0M | 0.5% | New | 13F ↗ |
| 25 | TSLA Tesla, Inc. | 5,327 | $1.9M | 0.5% | +0.2% | 13F ↗ |
| 26 | Vanguard Index Fds Mrngstr Grwt Etf | 17,766 | $1.6M | 0.4% | Unchanged | 13F ↗ |
| 27 | Vanguard World Fd Esg Intl Stk Etf | 17,968 | $1.5M | 0.4% | -0.5% | 13F ↗ |
| 28 | AMZN Amazon.com, Inc. | 5,831 | $1.5M | 0.4% | +24.0% | 13F ↗ |
| 29 | GOOGL Alphabet Inc. Class A | 4,133 | $1.4M | 0.3% | +20.1% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Val Etf | 5,518 | $1.2M | 0.3% | Unchanged | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Sml Cap | 3,773 | $1.1M | 0.3% | -0.6% | 13F ↗ |
| 32 | iShares Tr Etf | 3,610 | $1.0M | 0.2% | Unchanged | 13F ↗ |
| 33 | CDNS Cadence Design Systems, Inc. | 2,811 | $928.1K | 0.2% | +67.0% | 13F ↗ |
| 34 | IBM International Business Machines Corporation | 3,988 | $877.1K | 0.2% | +39.9% | 13F ↗ |
| 35 | Vanguard Index Fds Mrngstr Mid Cap | 10,708 | $839.7K | 0.2% | Unchanged | 13F ↗ |
| 36 | AMAT Applied Materials, Inc. | 1,622 | $829.5K | 0.2% | -0.5% | 13F ↗ |
| 37 | Vanguard Index Fds Mrngstr Sml Cp V | 3,479 | $803.8K | 0.2% | Unchanged | 13F ↗ |
| 38 | iShares Tr Core S&P Us Gwt | 4,133 | $800.8K | 0.2% | Unchanged | 13F ↗ |
| 39 | Select Sector Spdr Tr St Str Techn Etf | 3,950 | $773.2K | 0.2% | Unchanged | 13F ↗ |
| 40 | Vanguard Whitehall Fds High Div Yld | 4,429 | $687.4K | 0.2% | Unchanged | 13F ↗ |
| 41 | Vanguard International Equity Index F Allwrld Ex Us | 8,271 | $686.2K | 0.2% | Unchanged | 13F ↗ |
| 42 | Vanguard Specialized Funds Div App Etf | 2,799 | $653.0K | 0.2% | Unchanged | 13F ↗ |
| 43 | iShares Tr Esg Aw Msci Eafe | 6,149 | $633.7K | 0.2% | Unchanged | 13F ↗ |
| 44 | ADI Analog Devices, Inc. | 1,540 | $610.9K | 0.1% | +0.6% | 13F ↗ |
| 45 | iShares Tr Esg Awr Msci Usa | 3,653 | $609.3K | 0.1% | Unchanged | 13F ↗ |
| 46 | iShares Tr Shrt Nat Mun Etf | 5,699 | $595.8K | 0.1% | Unchanged | 13F ↗ |
| 47 | Vanguard Index Fds Real Estate Etf | 6,165 | $552.6K | 0.1% | Unchanged | 13F ↗ |
| 48 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1,210 | $552.0K | 0.1% | New | 13F ↗ |
| 49 | HD Home Depot, Inc. | 1,866 | $530.9K | 0.1% | +4.8% | 13F ↗ |
| 50 | META Meta Platforms, Inc. | 682 | $494.6K | 0.1% | +18.2% | 13F ↗ |
Showing the top 50 of 80 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
11 new, 32 added to, 13 trimmed, 1 exited, 24 unchanged. By estimated dollars.
New positions (11)
| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd | 20,837 | New | $2.0M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 1,210 | New | $552.0K |
| GLD SPDR Gold Shares · Gold Shs | 1,173 | New | $446.7K |
| TEAM Atlassian Corporation | 2,302 | New | $412.7K |
| iShares Inc Core Msci Emkt | 3,807 | New | $309.0K |
| Schwab Strategic Tr Us Dividend Eq | 7,930 | New | $258.0K |
| Dbx ETF Tr Xtrack Msci Eafe | 4,346 | New | $238.8K |
| CRM Salesforce, Inc. | 963 | New | $221.1K |
| XOM ExxonMobil Holdings Corporation | 1,351 | New | $219.9K |
| Dimensional ETF Trust Internatnal Val | 3,636 | New | $203.1K |
Added to (32)
| Vanguard Scottsdale Fds Inter Term Treas | 1.18M | +7.9% | $4.9M |
| Vanguard Index Fds Mrngstr Ttl Stk | 227,449 | +3.0% | $2.5M |
| American Centy ETF Tr Avantis Emgmkt | 201,557 | +8.5% | $1.5M |
| American Centy ETF Tr Intl Smcp Vlu | 158,387 | +7.7% | $1.2M |
| American Centy ETF Tr Us Sml Cp Valu | 183,097 | +5.8% | $1.2M |
| Vanguard Tax-Managed Fds | 453,358 | +3.6% | $1.1M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 7,458 | +11.7% | $594.9K |
| CDNS Cadence Design Systems, Inc. | 2,811 | +67.0% | $372.4K |
| NVDA NVIDIA Corporation | 59,310 | +2.3% | $304.2K |
| GOOG Alphabet Inc. Class C | 9,168 | +10.2% | $289.3K |
Trimmed (13)
| Vanguard World Fd Esg Us Stk Etf | 50,788 | -5.0% | -$365.1K |
| ABBV AbbVie Inc. | 1,292 | -49.1% | -$325.4K |
| HOOD Robinhood Markets, Inc. | 42,487 | -5.3% | -$265.8K |
| Dimensional ETF Trust Us Targeted Vlu | 273,135 | -1.1% | -$198.2K |
| Schwab Strategic Tr Us Brd Mkt Etf | 690,542 | -0.6% | -$130.1K |
| iShares Tr Core S&P Ttl Stk | 40,045 | -1.5% | -$101.8K |
| Schwab Strategic Tr Intl Eqty Etf | 718,003 | -0.3% | -$68.8K |
| iShares Tr Core Msci Total | 3,128 | -10.2% | -$33.9K |
| Vanguard World Fd Esg Intl Stk Etf | 17,968 | -0.5% | -$7,864 |
| Vanguard Index Fds Mrngstr Sml Cap | 3,773 | -0.6% | -$6,828 |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| GLW Corning Incorporated | 784 | Exited | -$200.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 80 | $412.8M | Current | SEC ↗ |
| Q2 2026 | Aug 6, 2026 | 13F-HR | 70 | $391.2M | Current | SEC ↗ |
| Q1 2026 | Apr 28, 2026 | 13F-HR | 66 | $354.8M | Current | SEC ↗ |
| Q4 2025 | Jan 28, 2026 | 13F-HR | 67 | $357.4M | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 68 | $333.0M | Current | SEC ↗ |
| Q2 2025 | Jul 25, 2025 | 13F-HR | 69 | $305.8M | Current | SEC ↗ |
| Q1 2025 | Apr 25, 2025 | 13F-HR | 63 | $266.5M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer