Libra Wealth LLC 13F Portfolio

CIK 1925385 Filing since Q4 2021 Q2 2026 filed Aug 6, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 6, 2026.

Portfolio Snapshot

29 positions · Q2 2026

Libra Wealth LLC reported 29 positions worth $54.04M for the quarter ended Jun 30, 2026, up 16.7% on the prior quarter. It opened 5 new positions, added to 23, trimmed 1 and exited 1. Its largest holding is Nvidia Corp at 21.5% of the portfolio.

Portfolio Value
$54.04M
+16.7% QoQ · +17.9% YoY
Positions
29
5 new · 1 sold out
Top 10 Concentration
82.8%
of portfolio value
Largest Position
NVDA 21.5%
Nvidia Corp
Net Buying
+$3.01M
$3.27M bought · $261.99K sold
Turnover
0.5%
of the portfolio traded
Top Sector
Technology
68.3% of value
Track Record
19
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

8 sectors
68.31%
Technology
Technology68.31%
Other10.44%
Financial Services9.79%
Consumer Discretionary7.37%
Healthcare1.73%
Industrials1.6%
Consumer Staples0.391%
Basic Materials0.371%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyOtherFinancial ServicesConsumer DiscretionaryHealthcareIndustrialsConsumer StaplesBasic MaterialsCommunication Services

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
FBTC Fidelity Wise Origin Bitcoin Fund +11.7K +12.4% $595.14K 9.95%
AAPL Apple Inc. +1,083 +4.7% $313.37K 12.82%
CAT Caterpillar Inc +268 – $285.39K 0.528%
GLDM World Gold Trust +3,331 – $264.55K 0.49%
PH Parker-Hannifin Corp +227 – $222.03K 0.411%
AVGO Broadcom Inc. +581 – $219.47K 0.406%
GLW Corning Inc +784 – $200.26K 0.371%
GOOG Alphabet Inc. +561 +7.2% $198.21K 5.44%
MSFT Microsoft Corp +473 +4.3% $176.44K 7.95%
GOOGL Alphabet Inc. +340 +11.0% $121.51K 2.27%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
INTU Intuit Inc. -554 -100.0% $239.54K Exited
COST Costco Wholesale Corp -24 -9.6% $22.45K 0.391%

New Positions

Q2 2026
Holding Shares Trade Value Weight
CAT Caterpillar Inc +268 $285.39K 0.528%
GLDM World Gold Trust +3,331 $264.55K 0.49%
PH Parker-Hannifin Corp +227 $222.03K 0.411%
AVGO Broadcom Inc. +581 $219.47K 0.406%
GLW Corning Inc +784 $200.26K 0.371%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
INTU Intuit Inc. -554 $239.54K 0.517%
Holdings · Q2 2026

29 Positions

As ofJun 30, 2026
Value$54.04M
Top 1082.8%
Avg position$1.86M
# Activity
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Showing 1–15 of 29 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Libra Wealth.

About Libra Wealth LLC’s 13F Portfolio

What are Libra Wealth LLC’s largest holdings?

As of its Q2 2026 13F filing, Libra Wealth LLC’s five largest positions were Nvidia Corp (NVDA) at 21.5%, Apple Inc. (AAPL) at 12.8%, Fidelity Wise Origin Bitcoin Fund (FBTC) at 10.0%, Robinhood Markets, Inc. (HOOD) at 8.3%, Microsoft Corp (MSFT) at 8.0% of the reported portfolio.

How much is Libra Wealth LLC’s portfolio worth?

Libra Wealth LLC reported a 13F portfolio worth $54.04M across 29 positions for Q2 2026. That is up 16.7% from the previous quarter.

What did Libra Wealth LLC buy in Q2 2026?

Its largest purchases by value were Fidelity Wise Origin Bitcoin Fund ($595.14K), Apple Inc. ($313.37K), Caterpillar Inc ($285.39K). It opened 5 new positions.

What did Libra Wealth LLC sell in Q2 2026?

Its largest sales by value were Intuit Inc. ($239.54K), Costco Wholesale Corp ($22.45K). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Libra Wealth LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.