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LIBRA WEALTH LLC

Q1 2026 · 13F-HR

LIBRA WEALTH LLCholdings as filed

Filed 2026-04-28 · accession 0001951757-26-000749

$354.8M
Reported value
66
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$70.3M19.8%219,258CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$64.7M18.2%1,086,123CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$28.3M7.96%440,860CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$19.2M5.42%174,008CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$18.4M5.20%745,202CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$17.9M5.04%711,919CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$17.5M4.93%280,077CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$15.5M4.35%191,780CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$14.9M4.19%148,916CommonNONE
67066G104NVDANVIDIA CORPORATION$10.1M2.83%57,656CommonNONE
921910733ESGVVANGUARD WORLD FD$6.0M1.69%53,524CommonNONE
464287150ITOTISHARES TR$5.8M1.65%41,069CommonNONE
037833100AAPLAPPLE INC$5.8M1.63%22,853CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$5.5M1.56%93,717CommonNONE
64110L106NFLXNETFLIX INC.$5.1M1.43%52,750CommonNONE
808524854SCHRSCHWAB STRATEGIC TR$5.0M1.42%202,043CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.3M1.22%6,678CommonNONE
594918104MSFTMICROSOFT CORP$4.1M1.15%11,047CommonNONE
770700102HOODROBINHOOD MKTS INC$3.1M0.87%44,791CommonNONE
78464A672SPTISPDR SERIES TRUST$3.0M0.84%104,269CommonNONE
02079K107GOOGALPHABET INC$2.2M0.63%7,758CommonNONE
88160R101TSLATESLA INC$1.9M0.53%5,060CommonNONE
922908363VOOVANGUARD INDEX FDS$1.8M0.51%3,012CommonNONE
921910725VSGXVANGUARD WORLD FD$1.3M0.37%18,486CommonNONE
747525103QCOMQUALCOMM INC$1.3M0.37%10,170CommonNONE
922908736VUGVANGUARD INDEX FDS$1.3M0.36%2,961CommonNONE
922908744VTVVANGUARD INDEX FDS$1.1M0.31%5,518CommonNONE
922908751VBVANGUARD INDEX FDS$994,5100.28%3,797CommonNONE
464287655IWMISHARES TR$936,2000.26%3,775CommonNONE
023135106AMZNAMAZON COM INC$892,4370.25%4,285CommonNONE
02079K305GOOGLALPHABET INC$891,4360.25%3,100CommonNONE
922908629VOVANGUARD INDEX FDS$768,7810.22%2,677CommonNONE
922908611VBRVANGUARD INDEX FDS$755,8130.21%3,479CommonNONE
46090E103QQQINVESCO QQQ TR$746,8710.21%1,294CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$681,6010.19%2,812CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$655,9350.18%4,429CommonNONE
464287671IUSGISHARES TR$641,0700.18%4,133CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$621,1520.18%8,271CommonNONE
464288158SUBISHARES TR$606,9440.17%5,699CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$601,9530.17%2,799CommonNONE
46435G516ESGDISHARES TR$587,9670.17%6,149CommonNONE
437076102HDHOME DEPOT INC$572,2690.16%1,740CommonNONE
038222105AMATAPPLIED MATLS INC$546,8640.15%1,600CommonNONE
922908553VNQVANGUARD INDEX FDS$546,8360.15%6,165CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$524,9550.15%3,950CommonNONE
00287Y109ABBVABBVIE INC$518,9310.15%2,386CommonNONE
46435G425ESGUISHARES TR$501,1920.14%3,544CommonNONE
032654105ADIANALOG DEVICES INC$479,7550.14%1,508CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$462,6540.13%1,665CommonNONE
921909768VXUSVANGUARD STAR FDS$419,4780.12%5,440CommonNONE
025816109AXPAMERICAN EXPRESS CO$379,6120.11%1,255CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$350,7480.10%6,489CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$347,6900.10%7,236CommonNONE
17275R102CSCOCISCO SYS INC$318,4290.09%4,104CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$317,6310.09%515CommonNONE
244199105DEDEERE & CO$312,6320.09%555CommonNONE
46432F834IXUSISHARES TR$301,9400.09%3,485CommonNONE
921937827BSVVANGUARD BD INDEX FDS$274,1210.08%3,496CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$268,8310.08%561CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$249,1080.07%250CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$240,0920.07%1,251CommonNONE
461202103INTUINTUIT$239,5390.07%554CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$237,9560.07%2,525CommonNONE
478160104JNJJOHNSON & JOHNSON$231,8300.07%948CommonNONE
30303M102METAMETA PLATFORMS INC$209,9720.06%367CommonNONE
78468R887SMLVSPDR SERIES TRUST$200,5440.06%1,463CommonNONE

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.