LIBRA WEALTH LLC

Q4 2025 13F-HR Holdings

Location
Los Gatos, CA
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$357,446
Net value change ($000)
+24,419 (7.3%)
New positions
3
Sold out positions
5
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HOOD 5,066 NEW
VTI 4,973 7.6%
VGIT 4,406 7.5%
AVUV 3,019 22.6%
VEA 2,806 11.8%
AVDV 2,040 18.0%
AVEM 1,948 15.3%
FBTC 872 17.3%
GOOGL 785 47.6%
CDNS 520 NEW
Top Reduces (Value $000, Stocks/ETFs)
NFLX -1,378 -21.8%
LC -1,111 -100.0%
IWY -417 -100.0%
MSFT -351 -6.2%
ESGV -272 -4.1%
MUB -249 -100.0%
SCHD -233 -100.0%
CNXC -212 -100.0%
META -155 -34.5%
HD -106 -15.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type