Q4 2025 · 13F-HR
LIBRA WEALTH LLCholdings as filed
Filed 2026-01-28 · accession 0001951757-26-000322
$357.4M
Reported value
67
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908769 | VTI | VANGUARD INDEX FDS | $70.8M | 19.8% | 211,271 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $63.2M | 17.7% | 1,054,707 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $26.6M | 7.45% | 426,184 | Common | NONE |
| 808524102 | SCHB | SCHWAB STRATEGIC TR | $19.3M | 5.40% | 735,499 | Common | NONE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $19.0M | 5.30% | 788,292 | Common | NONE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $17.8M | 4.98% | 299,176 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $16.4M | 4.59% | 160,720 | Common | NONE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $14.7M | 4.10% | 190,269 | Common | NONE |
| 025072802 | AVDV | AMERICAN CENTY ETF TR | $13.4M | 3.74% | 142,285 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $10.8M | 3.01% | 57,656 | Common | NONE |
| 921910733 | ESGV | VANGUARD WORLD FD | $6.4M | 1.80% | 53,132 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $6.3M | 1.76% | 23,116 | Common | NONE |
| 464287150 | ITOT | ISHARES TR | $6.2M | 1.73% | 41,554 | Common | NONE |
| 315948109 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $5.9M | 1.65% | 77,488 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $5.4M | 1.50% | 11,068 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $5.1M | 1.42% | 202,043 | Common | NONE |
| 770700102 | HOOD | ROBINHOOD MKTS INC | $5.1M | 1.42% | 44,791 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $4.9M | 1.38% | 52,750 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $4.6M | 1.27% | 6,678 | Common | NONE |
| 78464A672 | SPTI | SPDR SERIES TRUST | $3.0M | 0.84% | 104,269 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.4M | 0.68% | 7,758 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $2.3M | 0.64% | 5,060 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.9M | 0.54% | 3,067 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $1.7M | 0.49% | 10,170 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $1.4M | 0.40% | 2,961 | Common | NONE |
| 921910725 | VSGX | VANGUARD WORLD FD | $1.3M | 0.37% | 18,581 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $1.1M | 0.29% | 5,518 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $1.1M | 0.29% | 4,563 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $1.0M | 0.28% | 3,893 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $970,300 | 0.27% | 3,100 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $929,254 | 0.26% | 3,775 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $832,943 | 0.23% | 2,812 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $805,360 | 0.23% | 1,311 | Common | NONE |
| 922908629 | VO | VANGUARD INDEX FDS | $776,919 | 0.22% | 2,677 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $768,162 | 0.21% | 3,627 | Common | NONE |
| 464287671 | IUSG | ISHARES TR | $694,096 | 0.19% | 4,133 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $645,266 | 0.18% | 4,496 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $615,164 | 0.17% | 2,799 | Common | NONE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $608,415 | 0.17% | 8,271 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $608,083 | 0.17% | 5,699 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $598,734 | 0.17% | 1,740 | Common | NONE |
| 46435G516 | ESGD | ISHARES TR | $584,708 | 0.16% | 6,149 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $568,682 | 0.16% | 3,950 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $545,541 | 0.15% | 6,165 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $545,177 | 0.15% | 2,386 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $527,985 | 0.15% | 3,544 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $520,446 | 0.15% | 1,665 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $464,287 | 0.13% | 1,255 | Common | NONE |
| 038222105 | AMAT | APPLIED MATLS INC | $411,184 | 0.12% | 1,600 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $410,394 | 0.11% | 5,440 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $408,970 | 0.11% | 1,508 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $394,239 | 0.11% | 7,333 | Common | NONE |
| 461202103 | INTU | INTUIT | $365,656 | 0.10% | 552 | Common | NONE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $354,924 | 0.10% | 2,189 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $351,855 | 0.10% | 700 | Common | NONE |
| 92203J407 | BNDX | VANGUARD CHARLOTTE FDS | $349,644 | 0.10% | 7,236 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $314,513 | 0.09% | 4,083 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $310,689 | 0.09% | 515 | Common | NONE |
| 46432F834 | IXUS | ISHARES TR | $294,970 | 0.08% | 3,485 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $294,400 | 0.08% | 446 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $264,738 | 0.07% | 307 | Common | NONE |
| 244199105 | DE | DEERE & CO | $258,391 | 0.07% | 555 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $240,538 | 0.07% | 908 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $239,642 | 0.07% | 1,251 | Common | NONE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $227,250 | 0.06% | 2,525 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $205,615 | 0.06% | 2,609 | Common | NONE |
| 464287622 | IWB | ISHARES TR | $200,911 | 0.06% | 538 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.