Institutional
LIBRA WEALTH LLC
CIK 0001925385
$354.8M
Reported AUM
66
Positions
Q1 2026
Period
2026-04-28
Filed
Editorial summary
Summary for LIBRA WEALTH LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $363.37 | 0.82% | 19.26% | 65.80% | $70.3M | 19.82% | — | HELD |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | $58.49 | 0.10% | 1.25% | -0.79% | $64.7M | 18.23% | — | HELD |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $70.11 | 1.68% | 26.64% | 53.50% | $28.3M | 7.96% | — | HELD |
| 4 | AVUV | AMERICAN CENTY ETF TR | $125.56 | 0.35% | 40.57% | 80.30% | $19.2M | 5.42% | — | HELD |
| 5 | SCHF | SCHWAB STRATEGIC TR | $27.20 | 1.74% | 27.58% | 55.74% | $18.4M | 5.20% | — | HELD |
| 6 | SCHB | SCHWAB STRATEGIC TR | $28.45 | 0.81% | 19.77% | 67.04% | $17.9M | 5.04% | — | HELD |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $70.98 | -0.76% | 35.10% | 68.62% | $17.5M | 4.93% | — | HELD |
| 8 | AVEM | AMERICAN CENTY ETF TR | $87.65 | 2.07% | 28.04% | 47.37% | $15.5M | 4.35% | — | HELD |
| 9 | AVDV | AMERICAN CENTY ETF TR | $102.22 | -1.10% | 31.10% | 83.17% | $14.9M | 4.19% | — | HELD |
| 10 | NVDA | NVIDIA CORPORATION | $192.21 | 1.16% | 9.52% | 751.61% | $10.1M | 2.83% | — | HELD |
| 11 | ESGV | VANGUARD WORLD FD | $129.89 | 0.92% | 20.40% | 64.41% | $6.0M | 1.69% | — | HELD |
| 12 | ITOT | ISHARES TR | $161.33 | 0.81% | 19.14% | 65.75% | $5.8M | 1.65% | — | HELD |
| 13 | AAPL | APPLE INC | $333.11 | -1.50% | 67.77% | 128.17% | $5.8M | 1.63% | — | HELD |
| 14 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $56.33 | 1.88% | -43.80% | 2.06% | $5.5M | 1.56% | — | HELD |
| 15 | NFLX | NETFLIX INC. | $71.16 | -3.35% | -36.45% | 29.36% | $5.1M | 1.43% | — | HELD |
| 16 | SCHR | SCHWAB STRATEGIC TR | $24.47 | 0.06% | 1.30% | -0.81% | $5.0M | 1.42% | — | HELD |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $735.40 | 0.81% | 18.63% | 72.84% | $4.3M | 1.22% | — | HELD |
| 18 | MSFT | MICROSOFT CORP | $435.17 | 11.43% | -24.89% | 34.54% | $4.1M | 1.15% | — | HELD |
| 19 | HOOD | ROBINHOOD MKTS INC | $90.50 | 0.73% | -10.07% | 102.71% | $3.1M | 0.87% | — | HELD |
| 20 | SPTI | SPDR SERIES TRUST | $28.16 | 0.09% | 1.28% | -0.80% | $3.0M | 0.84% | — | HELD |
| 21 | GOOG | ALPHABET INC | $334.00 | -0.52% | 77.27% | 132.86% | $2.2M | 0.63% | — | HELD |
| 22 | TSLA | TESLA INC | $302.46 | 1.39% | -1.42% | 21.64% | $1.9M | 0.53% | — | HELD |
| 23 | VOO | VANGUARD INDEX FDS | $676.22 | 0.83% | 18.74% | 73.44% | $1.8M | 0.51% | — | HELD |
| 24 | VSGX | VANGUARD WORLD FD | $77.85 | -1.33% | 24.53% | 40.16% | $1.3M | 0.37% | — | HELD |
| 25 | QCOM | QUALCOMM INC | $149.08 | -4.24% | 7.27% | 18.23% | $1.3M | 0.37% | — | HELD |
| 26 | VUG | VANGUARD INDEX FDS | $83.34 | 1.55% | 11.12% | 64.94% | $1.3M | 0.36% | — | HELD |
| 27 | VTV | VANGUARD INDEX FDS | $219.43 | -0.17% | 28.86% | 76.13% | $1.1M | 0.31% | — | HELD |
| 28 | VB | VANGUARD INDEX FDS | $295.02 | 0.69% | 25.00% | 39.48% | $995K | 0.28% | — | HELD |
| 29 | IWM | ISHARES TR | $291.34 | 0.96% | 35.66% | 35.93% | $936K | 0.26% | — | HELD |
| 30 | AMZN | AMAZON COM INC | $233.09 | 2.84% | 5.54% | 30.60% | $892K | 0.25% | — | HELD |
| 31 | GOOGL | ALPHABET INC | $335.21 | -0.45% | — | — | $891K | 0.25% | — | HELD |
| 32 | VO | VANGUARD INDEX FDS | $81.08 | 0.57% | — | — | $769K | 0.22% | — | HELD |
| 33 | VBR | VANGUARD INDEX FDS | $246.99 | 0.81% | — | — | $756K | 0.21% | — | HELD |
| 34 | QQQ | INVESCO QQQ TR | $674.29 | 1.90% | — | — | $747K | 0.21% | — | HELD |
| 35 | IBM | INTERNATIONAL BUSINESS MACHS | $222.71 | -1.65% | — | — | $682K | 0.19% | — | HELD |
| 36 | VYM | VANGUARD WHITEHALL FDS | $161.43 | -0.15% | — | — | $656K | 0.18% | — | HELD |
| 37 | IUSG | ISHARES TR | $180.14 | 1.80% | — | — | $641K | 0.18% | — | HELD |
| 38 | VEU | VANGUARD INTL EQUITY INDEX F | $82.03 | 1.73% | — | — | $621K | 0.18% | — | HELD |
| 39 | SUB | ISHARES TR | $106.04 | 0.01% | — | — | $607K | 0.17% | — | HELD |
| 40 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | — | — | $602K | 0.17% | — | HELD |
| 41 | ESGD | ISHARES TR | $104.04 | 1.48% | — | — | $588K | 0.17% | — | HELD |
| 42 | HD | HOME DEPOT INC | $335.69 | -0.76% | — | — | $572K | 0.16% | — | HELD |
| 43 | AMAT | APPLIED MATLS INC | $483.27 | 10.73% | — | — | $547K | 0.15% | — | HELD |
| 44 | VNQ | VANGUARD INDEX FDS | $100.80 | 0.14% | — | — | $547K | 0.15% | — | HELD |
| 45 | XLK | SELECT SECTOR SPDR TR | $172.70 | 3.68% | — | — | $525K | 0.15% | — | HELD |
| 46 | ABBV | ABBVIE INC | $257.17 | -2.33% | — | — | $519K | 0.15% | — | HELD |
| 47 | ESGU | ISHARES TR | $161.33 | 0.91% | — | — | $501K | 0.14% | — | HELD |
| 48 | ADI | ANALOG DEVICES INC | $364.57 | 3.17% | — | — | $480K | 0.14% | — | HELD |
| 49 | CDNS | CADENCE DESIGN SYSTEM INC | $342.21 | 2.84% | — | — | $463K | 0.13% | — | HELD |
| 50 | VXUS | VANGUARD STAR FDS | $83.78 | 1.68% | — | — | $419K | 0.12% | — | HELD |
| 51 | AXP | AMERICAN EXPRESS CO | $331.86 | 0.11% | — | — | $380K | 0.11% | — | HELD |
| 52 | VWO | VANGUARD INTL EQUITY INDEX F | $57.62 | 1.23% | — | — | $351K | 0.10% | — | HELD |
| 53 | BNDX | VANGUARD CHARLOTTE FDS | $47.86 | 0.10% | — | — | $348K | 0.10% | — | HELD |
| 54 | CSCO | CISCO SYS INC | $111.87 | -0.54% | — | — | $318K | 0.09% | — | HELD |
| 55 | MDY | STATE STR SPDR S&P MIDCAP 40 | $686.78 | 0.83% | — | — | $318K | 0.09% | — | HELD |
| 56 | DE | DEERE & CO | $594.22 | -2.74% | — | — | $313K | 0.09% | — | HELD |
| 57 | IXUS | ISHARES TR | $93.40 | 1.52% | — | — | $302K | 0.09% | — | HELD |
| 58 | BSV | VANGUARD BD INDEX FDS | $77.65 | 0.05% | — | — | $274K | 0.08% | — | HELD |
| 59 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $269K | 0.08% | — | HELD |
| 60 | COST | COSTCO WHOLESALE CORPORATION | $955.56 | -1.90% | — | — | $249K | 0.07% | — | HELD |
| 61 | RSP | INVESCO EXCHANGE TRADED FD T | $215.74 | 0.00% | — | — | $240K | 0.07% | — | HELD |
| 62 | INTU | INTUIT | $316.93 | -4.86% | — | — | $240K | 0.07% | — | HELD |
| 63 | VYMI | VANGUARD WHITEHALL FDS | $103.06 | 1.06% | — | — | $238K | 0.07% | — | HELD |
| 64 | JNJ | JOHNSON & JOHNSON | $258.72 | -2.56% | — | — | $232K | 0.07% | — | HELD |
| 65 | META | META PLATFORMS INC | $532.52 | -9.07% | — | — | $210K | 0.06% | — | HELD |
| 66 | SMLV | SPDR SERIES TRUST | $160.36 | -0.17% | — | — | $201K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001951757-26-000749. 13F discloses long positions only — shorts, foreign equities, and options are excluded.