LIBRA WEALTH LLC

Q3 2026 13F-HR Holdings

Location
Los Gatos, CA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$412,755
Net value change ($000)
+21,526 (5.5%)
New positions
11
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 3,417 4.2%
FBTC 2,472 46.0%
VGIT 2,349 3.6%
AVDV 2,173 14.3%
VTEC 1,965 NEW
NVDA 1,944 16.8%
MSFT 1,751 40.7%
AAPL 1,050 15.2%
AVEM 1,030 5.7%
VEA 821 2.6%
Top Reduces (Value $000, Stocks/ETFs)
DFAT -1,154 -6.0%
AMAT -349 -29.6%
TSLA -347 -15.5%
ABBV -300 -47.0%
SCHWAB STRATEGIC TRUST -234 -1.2%
GLW -200 -100.0%
ESGV -189 -2.7%
SCHR -186 -3.9%
SPTI -116 -3.9%
HD -97 -15.4%
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.
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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