LIBRA WEALTH LLC
All 13F Filings
- Location
- Los Gatos, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 357,446
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 67 | 357,446 | 13F-HR | LIBRA WEALTH LLC |
| Q3 2025 | 11/6/2025 | 68 | 333,027 | 13F-HR | LIBRA WEALTH LLC |
| Q2 2025 | 7/25/2025 | 69 | 305,813 | 13F-HR | LIBRA WEALTH LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 300.4 K | 84.0% | 24.25 K | 0 | 24.25 K |
| ETFs | 56.84 K | 15.9% | 0 | 35 | -35 |
| Debt | 206 | 0.1% | 206 | 0 | 206 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
357,446
Holdings
67
QoQ value change ($000)
24,419
(7.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.