Libra Wealth LLC

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Assets, Funds, Holdings

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Libra Wealth LLC
✚
CRD #288098
SEC #801-120883
CIK #0001925385
AUM 639.8 M (2026-03-10)
Employees 5 (80% Investors, 0% Brokers)
Fees
Minimum
Phone408-721-1633
Address16185 Los Gatos Blvd
Los Gatos, CA 95032
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
70056042028014002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 10.1
Apple Inc 5.8
Fidelity Wise Origin Bitcoin Fund 5.5
Netflix Inc 5.1
Microsoft Corp 4.1
Robinhood Markets Inc 3.1
Alphabet Inc 2.2
Tesla Motors Inc 1.9
Qualcomm Inc/DE 1.3
Amazon Com Inc 0.9
Holdings by Sector ($M)
4003202401608002020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 16 9.8
(b) Individuals (high net worth individuals) 127 630.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 814 639.8
By Discretionary
Discretionary 814 639.8
Non-Discretionary 0 0.0
Total 814 639.8
By Non-United States Persons
Non-United States Persons 6.8
United States Persons 633.0
Total 814 639.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001925385]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail
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