Fund Universe

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☆LIBRA WEALTH LLC

CIK 0001925385 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.812
AUM ($M)
391
Positions
70
Turnover
0.03
Top-10 wt
77%
Herfindahl
0.094
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 72 positions · portfolio value $391M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTI funds › VANGUARD INDEX FDS ADD — 20.9% +1.1% 81.7 220,794 +1,536 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 16.5% -1.8% 64.4 1,092,189 +6,066 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 8.0% +0.0% 31.2 437,774 -3,086 5 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 5.5% +0.1% 21.6 173,101 -907 5 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 5.1% +0.1% 20.1 694,982 -16,937 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 5.1% -0.1% 20.0 720,506 -24,696 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 4.9% +0.0% 19.3 276,118 -3,959 5 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 4.6% +0.2% 17.9 185,718 -6,062 5 —
☆AVDV funds › AMERICAN CENTY ETF TR TRIM — 3.9% -0.3% 15.2 147,027 -1,889 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 3.0% +0.1% 11.6 57,978 +322 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 1.8% +0.1% 7.1 53,482 -42 5 —
☆AAPL funds › APPLE INC ADD — 1.8% +0.1% 6.9 23,936 +1,083 5 —
☆ITOT funds › ISHARES TR TRIM — 1.7% +0.1% 6.7 40,657 -412 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 1.4% -0.2% 5.4 105,375 +11,658 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 1.3% +0.1% 5.0 6,678 +0 5 —
☆SCHR funds › SCHWAB STRATEGIC TR TRIM — 1.2% -0.2% 4.8 193,674 -8,369 5 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 1.1% +0.3% 4.5 44,850 +59 3 —
☆MSFT funds › MICROSOFT CORP ADD — 1.1% -0.1% 4.3 11,520 +473 5 —
☆NFLX funds › NETFLIX INC. ADD — 1.0% -0.5% 3.8 52,886 +136 5 —
☆SPTI funds › SPDR SERIES TRUST HOLD — 0.8% -0.1% 3.0 104,269 +0 5 —
☆GOOG funds › ALPHABET INC ADD — 0.8% +0.1% 2.9 8,319 +561 5 —
☆TSLA funds › TESLA INC ADD — 0.6% +0.0% 2.2 5,318 +258 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.5% +0.1% 1.9 10,214 +44 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 1.9 2,742 -270 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 1.5 17,766 +14,805 5 —
☆VSGX funds › VANGUARD WORLD FD TRIM — 0.4% +0.0% 1.5 18,065 -421 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.3% +0.1% 1.2 3,440 +340 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 1.2 5,518 +0 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.3% +0.1% 1.2 1,630 +30 5 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 1.2 3,797 +0 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.3% +0.0% 1.1 4,701 +416 5 —
☆IWM funds › ISHARES TR TRIM — 0.3% +0.0% 1.1 3,610 -165 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.9 10,708 +8,031 5 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 0.8 3,479 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 0.8 2,851 +39 5 —
☆IUSG funds › ISHARES TR HOLD — 0.2% +0.0% 0.8 4,133 +0 5 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.2% +0.0% 0.8 3,950 +0 5 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.2% -0.0% 0.7 4,429 +0 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.2% +0.0% 0.7 8,271 +0 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.2% -0.0% 0.7 2,799 +0 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 0.6 2,536 +150 5 —
☆ESGD funds › ISHARES TR HOLD — 0.2% -0.0% 0.6 6,149 +0 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.2% +0.0% 0.6 1,683 +18 3 —
☆HD funds › HOME DEPOT INC ADD — 0.2% -0.0% 0.6 1,780 +40 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.2% +0.0% 0.6 1,531 +23 5 —
☆SUB funds › ISHARES TR HOLD — 0.2% -0.0% 0.6 5,699 +0 5 —
☆ESGU funds › ISHARES TR ADD — 0.2% +0.0% 0.6 3,653 +109 5 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.2% -0.0% 0.6 6,165 +0 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 0.5 4,231 +127 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.1% -0.1% 0.5 636 -658 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.1% +0.0% 0.5 5,440 +0 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% +0.0% 0.4 1,268 +13 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.4 6,539 +50 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% +0.0% 0.4 725 +164 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.1% +0.0% 0.4 515 +0 5 —
☆DE funds › DEERE & CO ADD — 0.1% +0.0% 0.4 559 +4 5 —
☆IXUS funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 3,485 +0 5 —
☆META funds › META PLATFORMS INC ADD — 0.1% +0.0% 0.3 577 +210 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 0.3 3,850 +354 3 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% +0.0% 0.3 1,168 +220 2 —
☆CAT funds › CATERPILLAR INC NEW — 0.1% +0.1% 0.3 268 +268 1 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% +0.0% 0.3 1,251 +0 5 —
☆GLDM funds › WORLD GOLD TR NEW — 0.1% +0.1% 0.3 3,331 +3,331 1 —
☆VYMI funds › VANGUARD WHITEHALL FDS HOLD — 0.1% -0.0% 0.2 2,525 +0 5 —
☆SMLV funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 0.2 1,463 +0 2 —
☆PH funds › PARKER-HANNIFIN CORP NEW — 0.1% +0.1% 0.2 227 +227 1 —
☆IWB funds › ISHARES TR NEW — 0.1% +0.1% 0.2 538 +538 1 —
☆AVGO funds › BROADCOM INC NEW — 0.1% +0.1% 0.2 581 +581 1 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 0.2 226 -24 5 —
☆GLW funds › CORNING INC NEW — 0.1% +0.1% 0.2 784 +784 1 —
☆INTU funds › INTUIT EXIT — 0.0% -0.1% 0.0 0 -554 0 —
☆BNDX funds › VANGUARD CHARLOTTE FDS EXIT — 0.0% -0.1% 0.0 0 -7,236 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 391 70 0.03 77% 0.094 0.811 — in
2026Q1 355 66 0.03 78% 0.096 0.815 — in
2025Q4 357 67 0.04 76% 0.093 0.763 — in
2025Q3 333 68 0.03 76% 0.093 0.763 — in
2025Q2 306 69 0.07 74% 0.092 0.711 — entered
2025Q1 267 63 0.00 76% 0.103 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status