LIBRA WEALTH LLC

Q1 2026 13F-HR Holdings

Location
Los Gatos, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$354,849
Net value change ($000)
-2,597 (-0.7%)
New positions
2
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 2,833 17.3%
VEA 1,626 6.1%
AVDV 1,500 11.2%
VGIT 1,470 2.3%
AVEM 799 5.5%
JNJ 232 NEW
SMLV 201 NEW
AMAT 136 33.1%
NFLX 126 2.5%
ADI 71 17.4%
Top Reduces (Value $000, Stocks/ETFs)
HOOD -1,962 -38.7%
SCHB -1,423 -7.4%
MSFT -1,264 -23.6%
NVDA -698 -6.5%
SCHWAB STRATEGIC TRUST -507 -2.7%
VTI -493 -0.7%
AAPL -484 -7.7%
QCOM -430 -24.7%
ESGV -418 -6.5%
TSLA -395 -17.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type