Libra Wealth LLC holds a focused book of 70 reported positions worth $391.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Caterpillar Inc and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Total Stock MKT ETF at 21% of the reported non-option book. Cloning the disclosed picks since 2025 would be +15% (+18.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Libra Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning Libra Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Libra Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 70 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 10 / 70 | $4.5B |
| Hoffman, Alan N Investment Management | 9 / 70 | $161.9M |
| Prospect Hill Management, LLC | 9 / 70 | $240.7M |
| Kearns & Associates LLC | 18 / 70 | $196.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 70 | $1.2B |
| Prosperity Advisers, LLC | 21 / 70 | $123.9M |
| Vista Capital Partners, Inc. | 47 / 70 | $1.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Libra Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $81.7M | 220.8K | 20.9% | ▲+0.7% Added · +2K sh | |
| 2 | Vanguard Scottsdale FDS INTER TERM TREAS | $64.4M | 1.09M | 16.5% | ▲+0.6% Added · +6K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $31.2M | 437.8K | 8.0% | ▼−0.7% Reduced · −3K sh | |
| 4 | American Centy ETF TR US SML CP VALU | $21.6M | 173.1K | 5.5% | ▼−0.5% Reduced · −907 sh | |
| 5 | Schwab Strategic TR US BRD MKT ETF | $20.1M | 695.0K | 5.1% | ▼−2.4% Reduced · −17K sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $20.0M | 720.5K | 5.1% | ▼−3.3% Reduced · −25K sh | |
| 7 | Dimensional ETF Trust US TARGETED VLU | $19.3M | 276.1K | 4.9% | ▼−1.4% Reduced · −4K sh | |
| 8 | American Centy ETF TR AVANTIS EMGMKT | $17.9M | 185.7K | 4.6% | ▼−3.2% Reduced · −6K sh | |
| 9 | American Centy ETF TR INTL SMCP VLU | $15.2M | 147.0K | 3.9% | ▼−1.3% Reduced · −2K sh | |
| 10 | Nvidia Corporation COM | $11.6M | 58.0K | 3.0% | ▲+0.6% Added · +322 sh | |
| 11 | Vanguard World FD ESG US STK ETF | $7.1M | 53.5K | 1.8% | ▼−0.1% Reduced · −42 sh | |
| 12 | Apple Inc COM | $6.9M | 23.9K | 1.8% | ▲+4.7% Added · +1K sh | |
| 13 | Ishares TR CORE S&P TTL STK | $6.7M | 40.7K | 1.7% | ▼−1.0% Reduced · −412 sh | |
| 14 | Fidelity Wise Origin Bitcoin SHS | $5.4M | 105.4K | 1.4% | ▲+12% Added · +12K sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $5.0M | 6.7K | 1.3% | —Held | |
| 16 | Schwab Strategic TR INT-TRM U.S TRES | $4.8M | 193.7K | 1.2% | ▼−4.1% Reduced · −8K sh | |
| 17 | Robinhood MKTS Inc COM CL A | $4.5M | 44.9K | 1.1% | ▲+0.1% Added · +59 sh | |
| 18 | Microsoft Corp COM | $4.3M | 11.5K | 1.1% | ▲+4.3% Added · +473 sh | |
| 19 | Netflix Inc. COM | $3.8M | 52.9K | 1.0% | ▲+0.3% Added · +136 sh | |
| 20 | SPDR Series Trust ST INTER ETF | $3.0M | 104.3K | 0.8% | —Held | |
| 21 | Alphabet Inc CAP STK CL C | $2.9M | 8.3K | 0.8% | ▲+7.2% Added · +561 sh | |
| 22 | Tesla Inc COM | $2.2M | 5.3K | 0.6% | ▲+5.1% Added · +258 sh | |
| 23 | Qualcomm Inc COM | $1.9M | 10.2K | 0.5% | ▲+0.4% Added · +44 sh | |
| 24 | Vanguard Index FDS S&P 500 ETF SHS | $1.9M | 2.7K | 0.5% | ▼−9.0% Reduced · −270 sh | |
| 25 | Vanguard Index FDS GROWTH ETF | $1.5M | 17.8K | 0.4% | ▲+500% Added · +15K sh | |
| 26 | Vanguard World FD ESG INTL STK ETF | $1.5M | 18.1K | 0.4% | ▼−2.3% Reduced · −421 sh | |
| 27 | Alphabet Inc CAP STK CL A | $1.2M | 3.4K | 0.3% | ▲+11% Added · +340 sh | |
| 28 | Vanguard Index FDS VALUE ETF | $1.2M | 5.5K | 0.3% | —Held | |
| 29 | Applied Matls Inc COM | $1.2M | 1.6K | 0.3% | ▲+1.9% Added · +30 sh | |
| 30 | Vanguard Index FDS SMALL CP ETF | $1.2M | 3.8K | 0.3% | —Held | |
| 31 | Amazon Com Inc COM | $1.1M | 4.7K | 0.3% | ▲+9.7% Added · +416 sh | |
| 32 | Ishares TR RUSSELL 2000 ETF | $1.1M | 3.6K | 0.3% | ▼−4.4% Reduced · −165 sh | |
| 33 | Vanguard Index FDS MID CAP ETF | $863K | 10.7K | 0.2% | ▲+300% Added · +8K sh | |
| 34 | Vanguard Index FDS SM CP VAL ETF | $845K | 3.5K | 0.2% | —Held | |
| 35 | International Business Machs COM | $802K | 2.9K | 0.2% | ▲+1.4% Added · +39 sh | |
| 36 | Ishares TR CORE S&P US GWT | $777K | 4.1K | 0.2% | —Held | |
| 37 | Select Sector SPDR TR ST STR TECHN ETF | $753K | 4.0K | 0.2% | —Held | |
| 38 | Vanguard Whitehall FDS HIGH DIV YLD | $700K | 4.4K | 0.2% | —Held | |
| 39 | Vanguard Intl Equity Index F ALLWRLD EX US | $693K | 8.3K | 0.2% | —Held | |
| 40 | Vanguard Specialized Funds DIV APP ETF | $662K | 2.8K | 0.2% | —Held | |
| 41 | Abbvie Inc COM | $638K | 2.5K | 0.2% | ▲+6.3% Added · +150 sh | |
| 42 | Ishares TR ESG AW MSCI EAFE | $632K | 6.1K | 0.2% | —Held | |
| 43 | Cadence Design System Inc COM | $632K | 1.7K | 0.2% | ▲+1.1% Added · +18 sh | |
| 44 | Home Depot Inc COM | $628K | 1.8K | 0.2% | ▲+2.3% Added · +40 sh | |
| 45 | Analog Devices Inc COM | $608K | 1.5K | 0.2% | ▲+1.5% Added · +23 sh | |
| 46 | Ishares TR SHRT NAT MUN ETF | $607K | 5.7K | 0.2% | —Held | |
| 47 | Ishares TR ESG AWR MSCI USA | $598K | 3.7K | 0.2% | ▲+3.1% Added · +109 sh | |
| 48 | Vanguard Index FDS REAL ESTATE ETF | $594K | 6.2K | 0.2% | —Held | |
| 49 | Cisco Sys Inc COM | $497K | 4.2K | 0.1% | ▲+3.1% Added · +127 sh | |
| 50 | Invesco QQQ TR UNIT SER 1 | $468K | 636 | 0.1% | ▼−51% Reduced · −658 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1925385/holdings"
Use Arkolith to show LIBRA WEALTH LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.