Libra Wealth Llc Portfolio Stock Holdings
Libra Wealth Llc disclosed 66 stock positions valued at approximately $354.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD SCOTTSDALE FDS, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 66
- Portfolio Value
- $354.8M
Holdings by Sector
Libra Wealth Llc Portfolio Holdings in Q1 2026
66 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 19.82% | 219,258 | +7,987 | +3.78% | $70,340,194 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 18.23% | 1,086,123 | +31,416 | +2.98% | $64,678,625 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 7.96% | 440,860 | +14,676 | +3.44% | $28,250,338 |
| AMERICAN CENTY ETF TR | AVUV | Other | 5.42% | 174,008 | +13,288 | +8.27% | $19,222,664 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.20% | 745,202 | -43,090 | -5.47% | $18,443,750 |
| SCHWAB STRATEGIC TR | SCHB | Other | 5.04% | 711,919 | -23,580 | -3.21% | $17,869,167 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 4.93% | 280,077 | -19,099 | -6.38% | $17,490,826 |
| AMERICAN CENTY ETF TR | AVEM | Other | 4.35% | 191,780 | +1,511 | +0.79% | $15,453,632 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.19% | 148,916 | +6,631 | +4.66% | $14,870,752 |
| NVIDIA CORPORATION | NVDA | Technology | 2.83% | 57,656 | - | - | $10,055,249 |
| VANGUARD WORLD FD | ESGV | Other | 1.69% | 53,524 | +392 | +0.74% | $6,009,139 |
| ISHARES TR | ITOT | Other | 1.65% | 41,069 | -485 | -1.17% | $5,849,458 |
| APPLE INC | AAPL | Technology | 1.63% | 22,853 | -263 | -1.14% | $5,799,808 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 1.56% | 93,717 | +16,229 | +20.94% | $5,532,115 |
| NETFLIX INC. | NFLX | Communication Services | 1.43% | 52,750 | - | - | $5,071,913 |
| SCHWAB STRATEGIC TR | SCHR | Other | 1.42% | 202,043 | - | - | $5,032,891 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.22% | 6,678 | - | - | $4,342,972 |
| MICROSOFT CORP | MSFT | Technology | 1.15% | 11,047 | -21 | -0.19% | $4,089,387 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.87% | 44,791 | - | - | $3,104,016 |
| SPDR SERIES TRUST | SPTI | Other | 0.84% | 104,269 | - | - | $2,988,350 |
| ALPHABET INC | GOOG | Communication Services | 0.63% | 7,758 | - | - | $2,225,403 |
| TESLA INC | TSLA | Consumer Cyclical | 0.53% | 5,060 | - | - | $1,881,055 |
| VANGUARD INDEX FDS | VOO | Other | 0.51% | 3,012 | -55 | -1.79% | $1,799,821 |
| VANGUARD WORLD FD | VSGX | Other | 0.37% | 18,486 | -95 | -0.51% | $1,326,001 |
| QUALCOMM INC | QCOM | Technology | 0.37% | 10,170 | - | - | $1,309,693 |
| VANGUARD INDEX FDS | VUG | Other | 0.36% | 2,961 | - | - | $1,293,335 |
| VANGUARD INDEX FDS | VTV | Other | 0.31% | 5,518 | - | - | $1,082,632 |
| VANGUARD INDEX FDS | VB | Other | 0.28% | 3,797 | -96 | -2.47% | $994,510 |
| ISHARES TR | IWM | Other | 0.26% | 3,775 | - | - | $936,200 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.25% | 4,285 | -278 | -6.09% | $892,437 |
| ALPHABET INC | GOOGL | Communication Services | 0.25% | 3,100 | - | - | $891,436 |
| VANGUARD INDEX FDS | VO | Other | 0.22% | 2,677 | - | - | $768,781 |
| VANGUARD INDEX FDS | VBR | Other | 0.21% | 3,479 | -148 | -4.08% | $755,813 |
| INVESCO QQQ TR | QQQ | Other | 0.21% | 1,294 | -17 | -1.30% | $746,871 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.19% | 2,812 | - | - | $681,601 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.18% | 4,429 | -67 | -1.49% | $655,935 |
| ISHARES TR | IUSG | Other | 0.18% | 4,133 | - | - | $641,070 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.18% | 8,271 | - | - | $621,152 |
| ISHARES TR | SUB | Other | 0.17% | 5,699 | - | - | $606,944 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.17% | 2,799 | - | - | $601,953 |
| ISHARES TR | ESGD | Other | 0.17% | 6,149 | - | - | $587,967 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 1,740 | - | - | $572,269 |
| APPLIED MATLS INC | AMAT | Technology | 0.15% | 1,600 | - | - | $546,864 |
| VANGUARD INDEX FDS | VNQ | Other | 0.15% | 6,165 | - | - | $546,836 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.15% | 3,950 | - | - | $524,955 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 2,386 | - | - | $518,931 |
| ISHARES TR | ESGU | Other | 0.14% | 3,544 | - | - | $501,192 |
| ANALOG DEVICES INC | ADI | Technology | 0.14% | 1,508 | - | - | $479,755 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.13% | 1,665 | - | - | $462,654 |
| VANGUARD STAR FDS | VXUS | Other | 0.12% | 5,440 | - | - | $419,478 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.11% | 1,255 | - | - | $379,612 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.10% | 6,489 | -844 | -11.51% | $350,748 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.10% | 7,236 | - | - | $347,690 |
| CISCO SYS INC | CSCO | Technology | 0.09% | 4,104 | +21 | +0.51% | $318,429 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.09% | 515 | - | - | $317,631 |
| DEERE & CO | DE | Industrials | 0.09% | 555 | - | - | $312,632 |
| ISHARES TR | IXUS | Other | 0.09% | 3,485 | - | - | $301,940 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.08% | 3,496 | +887 | +34.00% | $274,121 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.08% | 561 | -139 | -19.86% | $268,831 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.07% | 250 | -57 | -18.57% | $249,108 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.07% | 1,251 | - | - | $240,092 |
| INTUIT | INTU | Technology | 0.07% | 554 | +2 | +0.36% | $239,539 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.07% | 2,525 | - | - | $237,956 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.07% | 948 | +948 | +100.00% | $231,830 |
| META PLATFORMS INC | META | Communication Services | 0.06% | 367 | -79 | -17.71% | $209,972 |
| SPDR SERIES TRUST | SMLV | Other | 0.06% | 1,463 | +1,463 | +100.00% | $200,544 |