LIBRA WEALTH LLC

Est. AUM

$354.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$70.3M	219258	19.82%	SOLE
2	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$64.7M	1086123	18.23%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$28.3M	440860	7.96%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$19.2M	174008	5.42%	SOLE
5	SCHWAB STRATEGIC TR	INTL EQTY ETF	$18.4M	745202	5.20%	SOLE
6	SCHWAB STRATEGIC TR	US BRD MKT ETF	$17.9M	711919	5.04%	SOLE
7	DIMENSIONAL ETF TRUST	US TARGETED VLU	$17.5M	280077	4.93%	SOLE
8	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$15.5M	191780	4.36%	SOLE
9	AMERICAN CENTY ETF TR	INTL SMCP VLU	$14.9M	148916	4.19%	SOLE
10	NVIDIA CORPORATION	COM	$10.1M	57656	2.83%	SOLE
11	VANGUARD WORLD FD	ESG US STK ETF	$6.0M	53524	1.69%	SOLE
12	ISHARES TR	CORE S&P TTL STK	$5.8M	41069	1.65%	SOLE
13	APPLE INC	COM	$5.8M	22853	1.63%	SOLE
14	FIDELITY WISE ORIGIN BITCOIN	SHS	$5.5M	93717	1.56%	SOLE
15	NETFLIX INC.	COM	$5.1M	52750	1.43%	SOLE
16	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$5.0M	202043	1.42%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.3M	6678	1.22%	SOLE
18	MICROSOFT CORP	COM	$4.1M	11047	1.15%	SOLE
19	ROBINHOOD MKTS INC	COM CL A	$3.1M	44791	0.87%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	104269	0.84%	SOLE
21	ALPHABET INC	CAP STK CL C	$2.2M	7758	0.63%	SOLE
22	TESLA INC	COM	$1.9M	5060	0.53%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	3012	0.51%	SOLE
24	VANGUARD WORLD FD	ESG INTL STK ETF	$1.3M	18486	0.37%	SOLE
25	QUALCOMM INC	COM	$1.3M	10170	0.37%	SOLE
26	VANGUARD INDEX FDS	GROWTH ETF	$1.3M	2961	0.36%	SOLE
27	VANGUARD INDEX FDS	VALUE ETF	$1.1M	5518	0.31%	SOLE
28	VANGUARD INDEX FDS	SMALL CP ETF	$995K	3797	0.28%	SOLE
29	ISHARES TR	RUSSELL 2000 ETF	$936K	3775	0.26%	SOLE
30	AMAZON COM INC	COM	$892K	4285	0.25%	SOLE
31	ALPHABET INC	CAP STK CL A	$891K	3100	0.25%	SOLE
32	VANGUARD INDEX FDS	MID CAP ETF	$769K	2677	0.22%	SOLE
33	VANGUARD INDEX FDS	SM CP VAL ETF	$756K	3479	0.21%	SOLE
34	INVESCO QQQ TR	UNIT SER 1	$747K	1294	0.21%	SOLE
35	INTERNATIONAL BUSINESS MACHS	COM	$682K	2812	0.19%	SOLE
36	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$656K	4429	0.18%	SOLE
37	ISHARES TR	CORE S&P US GWT	$641K	4133	0.18%	SOLE
38	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$621K	8271	0.18%	SOLE
39	ISHARES TR	SHRT NAT MUN ETF	$607K	5699	0.17%	SOLE
40	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$602K	2799	0.17%	SOLE
41	ISHARES TR	ESG AW MSCI EAFE	$588K	6149	0.17%	SOLE
42	HOME DEPOT INC	COM	$572K	1740	0.16%	SOLE
43	VANGUARD INDEX FDS	REAL ESTATE ETF	$547K	6165	0.15%	SOLE
44	APPLIED MATLS INC	COM	$547K	1600	0.15%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET TEC	$525K	3950	0.15%	SOLE
46	ABBVIE INC	COM	$519K	2386	0.15%	SOLE
47	ISHARES TR	ESG AWR MSCI USA	$501K	3544	0.14%	SOLE
48	ANALOG DEVICES INC	COM	$480K	1508	0.14%	SOLE
49	CADENCE DESIGN SYSTEM INC	COM	$463K	1665	0.13%	SOLE
50	VANGUARD STAR FDS	VG TL INTL STK F	$419K	5440	0.12%	SOLE

1–50 of 66

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.