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Livermore
Livermore
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Libra Wealth LLC

SEC CIK
0001925385
Latest filing
Aug 6, 2026

The latest 13F from Libra Wealth LLC covers Q2 2026 (filed Aug 6, 2026): 70 long positions worth $391.2M. The top 10 holdings make up 77.4% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 20.9%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$1.41M
Added
28
Est. +$3.05M
Reduced
15
Est. −$3.62M
Sold out
2
Est. −$587.2K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    20.9%$81.7M
  2. Vanguard Scottsdale FDS92206C706
    16.5%$64.4M
  3. Vanguard Ftse Developed Markets ETF921943858
    8.0%$31.2M
  4. American Centy ETF Tr025072877
    5.5%$21.6M
  5. Schwab U.S. Broad Market ETF808524102
    5.1%$20.1M

Biggest buys

New and added positions, by estimated amount bought

  1. FBTCFidelity Wise Origin Bitcoin Fund
    +$595.1KAddedHistory
  2. Vanguard Morningstar Total Stock Market ETF922908769
    +$568.4KAdded
  3. Vanguard Scottsdale FDS92206C706
    +$357.8KAdded
  4. AAPLApple Inc.
    +$313.4KAddedHistory
  5. CATCaterpillar Inc
    +$285.4KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Total Stock Market ETF922908769
    +1.06 pp19.8% → 20.9%
  2. HOODRobinhood Markets, Inc.
    +0.27 pp0.9% → 1.1%History
  3. AMATApplied Materials Inc
    +0.15 pp0.2% → 0.3%History
  4. AAPLApple Inc.
    +0.14 pp1.6% → 1.8%History
  5. NVDANVIDIA Corp
    +0.13 pp2.8% → 3.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Schwab International Equity ETF808524805
    −$684.1KReduced
  2. American Centy ETF Tr025072604
    −$584.9KReduced
  3. Schwab U.S. Broad Market ETF808524102
    −$490.5KReduced
  4. Invesco QQQ Trust Series I46090E103
    −$484.6KReduced
  5. Vanguard Total International Bond ETF92203J407
    −$347.7KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. American Centy ETF Tr025072802
    −0.32 pp4.2% → 3.9%
  2. Schwab Intermediate-Term US Treasury ETF808524854
    −0.20 pp1.4% → 1.2%
  3. Vanguard Total International Bond ETF92203J407
    −0.10 pp0.1% → 0.0%
  4. Schwab International Equity ETF808524805
    −0.10 pp5.2% → 5.1%
  5. Invesco QQQ Trust Series I46090E103
    −0.09 pp0.2% → 0.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$391.2M
+$36.4M (+10.3%) vs. prior quarter
Positions
70
+4 vs. prior quarter
Top 10 concentration
77.4%
Top 10 as share of value
Turnover
1.1%
Q2 2026, one quarter
Average holding period
16.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $391.2M (Q2 2026)

Q4 2021: $154.5MQ1 2022: $174.5MQ2 2022: $139.7MQ3 2022: $155.4MQ4 2022: $124.0MQ1 2023: $172.5MQ2 2023: $183.2MQ3 2023: $180.7MQ4 2023: $201.3MQ1 2024: $228.2MQ2 2024: $231.0MQ3 2024: $250.3MQ4 2024: $257.2MQ1 2025: $266.5MQ2 2025: $305.8MQ3 2025: $333.0MQ4 2025: $357.4MQ1 2026: $354.8MQ2 2026: $391.2M
Q4 2021Q2 2026
13F filings of Libra Wealth LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 6, 202670$391.2MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q1 2026SEC
Q1 2026Apr 28, 202666$354.8MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q4 2025SEC
Q4 2025Jan 28, 202667$357.4MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q3 2025SEC
Q3 2025Nov 6, 202568$333.0MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q2 2025SEC
Q2 2025Jul 25, 202569$305.8MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025Apr 25, 202563$266.5MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Jan 22, 202553$257.2MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q3 2024SEC
Q3 2024Oct 23, 202457$250.3MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q2 2024SEC
Q2 2024Aug 13, 202453$231.0MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q1 2024SEC
Q1 2024Apr 30, 202455$228.2MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSVanguard Ftse Developed Markets ETFvs. Q4 2023SEC
Q4 2023Jan 29, 202452$201.3MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSDimensional U.S. Targeted Value ETFvs. Q3 2023SEC
Q3 2023Oct 30, 202350$180.7MVanguard Scottsdale FDSVanguard Morningstar Total Stock Market ETFDimensional U.S. Targeted Value ETFvs. Q2 2023SEC
Q2 2023Aug 10, 202352$183.2MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSDimensional U.S. Targeted Value ETFvs. Q1 2023SEC
Q1 2023May 2, 202349$172.5MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSDimensional U.S. Targeted Value ETFvs. Q4 2022SEC
Q4 2022Jan 31, 202347$124.0MVanguard Morningstar Total Stock Market ETFDimensional U.S. Targeted Value ETFSchwab Intermediate-Term US Treasury ETFvs. Q3 2022SEC
Q3 2022Oct 26, 202245$155.4MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSSchwab Intermediate-Term US Treasury ETFvs. Q2 2022SEC
Q2 2022Jul 22, 202241$139.7MVanguard Morningstar Total Stock Market ETFVanguard Scottsdale FDSSchwab Intermediate-Term US Treasury ETFvs. Q1 2022SEC
Q1 2022Apr 29, 202234$174.5MVanguard Scottsdale FDSVanguard S&P 500 ETFSchwab U.S. Broad Market ETFvs. Q4 2021SEC
Q4 2021Apr 28, 202228$154.5MVanguard Scottsdale FDSVanguard Morningstar Value ETFVanguard Ftse Developed Markets ETF–SEC