LIBRA WEALTH LLC

Q2 2026 13F-HR Holdings

Location
Los Gatos, CA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$391,229
Net value change ($000)
+36,380 (10.3%)
New positions
6
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 11,363 16.2%
VEA 2,941 10.4%
AVEM 2,466 16.0%
AVUV 2,373 12.3%
SCHB 2,258 12.6%
DFAT 1,810 10.3%
NVDA 1,546 15.4%
SCHWAB STRATEGIC TRUST 1,514 8.2%
HOOD 1,394 44.9%
AAPL 1,126 19.4%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -1,296 -25.6%
BNDX -348 -100.0%
QQQ -279 -37.3%
VGIT -262 -0.4%
SCHR -257 -5.1%
INTU -240 -100.0%
FBTC -153 -2.8%
COST -38 -15.3%
SPTI -28 -0.9%
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