Sponsored

The Analysis of LIBRA WEALTH LLC's Holdings & P&L

Currently, LIBRA WEALTH LLC holds 70 types of securities in its portfolio with a total value $391.2M. In the most recent quarter, they have increased their positions in VUG (+14.8K shares, valued at $1.3M), VO (+8.0K shares, valued at $647.1K), FBTC (+11.7K shares, valued at $595.1K); decreased their positions in SCHF (-24.7K shares, valued at $684.1K), AVEM (-6.1K shares, valued at $584.9K), SCHB (-16.9K shares, valued at $490.5K); initiated new positions in CAT (+268 shares, valued at $285.4K), N/A (+3.3K shares, valued at $264.5K), PH (+227 shares, valued at $222.0K).

1M P&L

-18.6K-0.01%

3M P&L

+2.1M+0.70%

HY P&L

+20.9M+7.48%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A255.9M

86.0%

2Semiconductors14.1M

4.7%

3Consumer Electronics6.9M

2.3%

Top Industries by Stock Count

1N/A40 stocks

66.7%

2Semiconductors3 stocks

5.0%

3Internet Content & Information2 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS220.8K shares0.70%2026-06-302026-08-06

VGIT VANGUARD SCOTTSDALE FDS1.1M shares0.56%2026-06-302026-08-06

VEA VANGUARD TAX-MANAGED FDS437.8K shares-0.70%2026-06-302026-08-06

AVUV AMERICAN CENTY ETF TR173.1K shares-0.52%2026-06-302026-08-06

SCHB SCHWAB STRATEGIC TR695.0K shares-2.38%2026-06-302026-08-06

SCHF SCHWAB STRATEGIC TR720.5K shares-3.31%2026-06-302026-08-06

DFAT DIMENSIONAL ETF TRUST276.1K shares-1.41%2026-06-302026-08-06

AVEM AMERICAN CENTY ETF TR185.7K shares-3.16%2026-06-302026-08-06

Sponsored

AVDV AMERICAN CENTY ETF TR147.0K shares-1.27%2026-06-302026-08-06

NVDA NVIDIA CORPORATION58.0K shares0.56%2026-06-302026-08-06

ESGV VANGUARD WORLD FD53.5K shares-0.08%2026-06-302026-08-06

AAPL APPLE INC23.9K shares4.74%2026-06-302026-08-06

ITOT ISHARES TR40.7K shares-1.00%2026-06-302026-08-06

FBTC FIDELITY WISE ORIGIN BITCOIN105.4K shares12.44%2026-06-302026-08-06

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.7K shares0.00%2026-06-302026-08-06

SCHR SCHWAB STRATEGIC TR193.7K shares-4.14%2026-06-302026-08-06

Sponsored

HOOD ROBINHOOD MKTS INC44.9K shares0.13%2026-06-302026-08-06

MSFT MICROSOFT CORP11.5K shares4.28%2026-06-302026-08-06

NETFLIX INC. NETFLIX INC.52.9K shares0.26%2026-06-302026-08-06

SPTI SPDR SERIES TRUST104.3K shares0.00%2026-06-302026-08-06

GOOG ALPHABET INC8.3K shares7.23%2026-06-302026-08-06

TSLA TESLA INC5.3K shares5.10%2026-06-302026-08-06

QCOM QUALCOMM INC10.2K shares0.43%2026-06-302026-08-06

VOO VANGUARD INDEX FDS2.7K shares-8.96%2026-06-302026-08-06

Sponsored

VUG VANGUARD INDEX FDS17.8K shares500.00%2026-06-302026-08-06

VSGX VANGUARD WORLD FD18.1K shares-2.28%2026-06-302026-08-06

GOOGL ALPHABET INC3.4K shares10.97%2026-06-302026-08-06

VTV VANGUARD INDEX FDS5.5K shares0.00%2026-06-302026-08-06

APPLIED MATLS INC APPLIED MATLS INC1.6K shares1.88%2026-06-302026-08-06

VB VANGUARD INDEX FDS3.8K shares0.00%2026-06-302026-08-06

AMZN AMAZON COM INC4.7K shares9.71%2026-06-302026-08-06

IWM ISHARES TR3.6K shares-4.37%2026-06-302026-08-06

Sponsored

VO VANGUARD INDEX FDS10.7K shares300.00%2026-06-302026-08-06

VBR VANGUARD INDEX FDS3.5K shares0.00%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS2.9K shares1.39%2026-06-302026-08-06

IUSG ISHARES TR4.1K shares0.00%2026-06-302026-08-06

XLK SELECT SECTOR SPDR TR4.0K shares0.00%2026-06-302026-08-06

VYM VANGUARD WHITEHALL FDS4.4K shares0.00%2026-06-302026-08-06

VEU VANGUARD INTL EQUITY INDEX F8.3K shares0.00%2026-06-302026-08-06

VIG VANGUARD SPECIALIZED FUNDS2.8K shares0.00%2026-06-302026-08-06

Sponsored

ABBVIE INC ABBVIE INC2.5K shares6.29%2026-06-302026-08-06

ESGD ISHARES TR6.1K shares0.00%2026-06-302026-08-06

CDNS CADENCE DESIGN SYSTEM INC1.7K shares1.08%2026-06-302026-08-06

HD HOME DEPOT INC1.8K shares2.30%2026-06-302026-08-06

ADI ANALOG DEVICES INC1.5K shares1.53%2026-06-302026-08-06

SUB ISHARES TR5.7K shares0.00%2026-06-302026-08-06

ESGU ISHARES TR3.7K shares3.08%2026-06-302026-08-06

VNQ VANGUARD INDEX FDS6.2K shares0.00%2026-06-302026-08-06

Sponsored

CISCO SYS INC CISCO SYS INC4.2K shares3.09%2026-06-302026-08-06

QQQ INVESCO QQQ TR636 shares-50.85%2026-06-302026-08-06

VXUS VANGUARD STAR FDS5.4K shares0.00%2026-06-302026-08-06

AXP AMERICAN EXPRESS CO1.3K shares1.04%2026-06-302026-08-06

VWO VANGUARD INTL EQUITY INDEX F6.5K shares0.77%2026-06-302026-08-06

BRK.B BERKSHIRE HATHAWAY INC DEL725 shares29.23%2026-06-302026-08-06

MDY STATE STR SPDR S&P MIDCAP 40515 shares0.00%2026-06-302026-08-06

DE DEERE & CO559 shares0.72%2026-06-302026-08-06

Sponsored

IXUS ISHARES TR3.5K shares0.00%2026-06-302026-08-06

META PLATFORMS INC META PLATFORMS INC577 shares57.22%2026-06-302026-08-06

BSV VANGUARD BD INDEX FDS3.9K shares10.13%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON1.2K shares23.21%2026-06-302026-08-06

CAT CATERPILLAR INC268 sharesnew addition2026-06-302026-08-06

RSP INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-06-302026-08-06

WORLD GOLD TR WORLD GOLD TR3.3K sharesnew addition2026-06-302026-08-06

VYMI VANGUARD WHITEHALL FDS2.5K shares0.00%2026-06-302026-08-06

Sponsored

SMLV SPDR SERIES TRUST1.5K shares0.00%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP227 sharesnew addition2026-06-302026-08-06

IWB ISHARES TR538 sharesnew addition2026-06-302026-08-06

BROADCOM INC BROADCOM INC581 sharesnew addition2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION226 shares-9.60%2026-06-302026-08-06

GLW CORNING INC784 sharesnew addition2026-06-302026-08-06

VANGUARD INDEX FDS

0.70%

Shares220.8K

Event2026-06-30

Filed2026-08-06

VGIT

VANGUARD SCOTTSDALE FDS

0.56%

Shares1.1M

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD TAX-MANAGED FDS

-0.70%

Shares437.8K

Event2026-06-30

Filed2026-08-06

AVUV

AMERICAN CENTY ETF TR

-0.52%

Shares173.1K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB STRATEGIC TR

-2.38%

Shares695.0K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB STRATEGIC TR

-3.31%

Shares720.5K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL ETF TRUST

-1.41%

Shares276.1K

Event2026-06-30

Filed2026-08-06

AVEM

AMERICAN CENTY ETF TR

-3.16%

Shares185.7K

Event2026-06-30

Filed2026-08-06

AVDV

AMERICAN CENTY ETF TR

-1.27%

Shares147.0K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION

0.56%

Shares58.0K

Event2026-06-30

Filed2026-08-06

ESGV

VANGUARD WORLD FD

-0.08%

Shares53.5K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

4.74%

Shares23.9K

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES TR

-1.00%

Shares40.7K

Event2026-06-30

Filed2026-08-06

FBTC

FIDELITY WISE ORIGIN BITCOIN

12.44%

Shares105.4K

Event2026-06-30

Filed2026-08-06

STATE STR SPDR S&P 500 ETF T

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-06

SCHR

SCHWAB STRATEGIC TR

-4.14%

Shares193.7K

Event2026-06-30

Filed2026-08-06

HOOD

ROBINHOOD MKTS INC

0.13%

Shares44.9K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

4.28%

Shares11.5K

Event2026-06-30

Filed2026-08-06

NETFLIX INC.

0.26%

Shares52.9K

Event2026-06-30

Filed2026-08-06

SPTI

SPDR SERIES TRUST

0.00%

Shares104.3K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

7.23%

Shares8.3K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

5.10%

Shares5.3K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

0.43%

Shares10.2K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD INDEX FDS

-8.96%

Shares2.7K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD INDEX FDS

500.00%

Shares17.8K

Event2026-06-30

Filed2026-08-06

VSGX

VANGUARD WORLD FD

-2.28%

Shares18.1K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

10.97%

Shares3.4K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD INDEX FDS

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC

1.88%

Shares1.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC

9.71%

Shares4.7K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES TR

-4.37%

Shares3.6K

Event2026-06-30

Filed2026-08-06

VANGUARD INDEX FDS

300.00%

Shares10.7K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD INDEX FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS

1.39%

Shares2.9K

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-06

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares8.3K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

6.29%

Shares2.5K

Event2026-06-30

Filed2026-08-06

ESGD

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-08-06

CDNS

CADENCE DESIGN SYSTEM INC

1.08%

Shares1.7K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

2.30%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC

1.53%

Shares1.5K

Event2026-06-30

Filed2026-08-06

SUB

ISHARES TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-08-06

ESGU

ISHARES TR

3.08%

Shares3.7K

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD INDEX FDS

0.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC

3.09%

Shares4.2K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TR

-50.85%

Shares636

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD STAR FDS

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO

1.04%

Shares1.3K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD INTL EQUITY INDEX F

0.77%

Shares6.5K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL

29.23%

Shares725

Event2026-06-30

Filed2026-08-06

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares515

Event2026-06-30

Filed2026-08-06

DEERE & CO

0.72%

Shares559

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC

57.22%

Shares577

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD BD INDEX FDS

10.13%

Shares3.9K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

23.21%

Shares1.2K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

New

Shares268

Event2026-06-30

Filed2026-08-06

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

WORLD GOLD TR

New

Shares3.3K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

SMLV

SPDR SERIES TRUST

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

New

Shares227

Event2026-06-30

Filed2026-08-06

IWB

ISHARES TR

New

Shares538

Event2026-06-30

Filed2026-08-06

BROADCOM INC

New

Shares581

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION

-9.60%

Shares226

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

New

Shares784

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available