LIBRA WEALTH LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, LIBRA WEALTH LLC held in its portfolio 67 assets valued at $357,445,974 (i.e. $357.45M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($70.83M), VANGUARD SCOTTSDALE FDS ($63.21M), and VANGUARD TAX-MANAGED FDS ($26.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 67 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LIBRA WEALTH LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 211271 | 70832759 | TOTAL STK MKT |
| VANGUARD SCOTTSDALE FDS | 1054707 | 63208591 | INTER TERM TREAS |
| VANGUARD TAX-MANAGED FDS | 426184 | 26623743 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 735499 | 19292139 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 788292 | 18950540 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 299176 | 17812934 | US TARGETED VLU |
| AMERICAN CENTY ETF TR | 160720 | 16390226 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 190269 | 14654518 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 142285 | 13370521 | INTL SMCP VLU |
| NVIDIA CORPORATION | 57656 | 10752890 | COM |
| VANGUARD WORLD FD | 53132 | 6426847 | ESG US STK ETF |
| APPLE INC | 23116 | 6284257 | COM |
| ISHARES TR | 41554 | 6178664 | CORE S&P TTL STK |
| FIDELITY WISE ORIGIN BITCOIN | 77488 | 5906910 | SHS |
| MICROSOFT CORP | 11068 | 5352862 | COM |
| SCHWAB STRATEGIC TR | 202043 | 5067238 | INT-TRM U.S TRES |
| ROBINHOOD MKTS INC | 44791 | 5065862 | COM CL A |
| NETFLIX INC | 52750 | 4945840 | COM |
| SPDR S&P 500 ETF TR | 6678 | 4553864 | TR UNIT |
| SPDR SERIES TRUST | 104269 | 3007118 | STATE STREET SPD |
| ALPHABET INC | 7758 | 2434398 | CAP STK CL C |
| TESLA INC | 5060 | 2275583 | COM |
| VANGUARD INDEX FDS | 3067 | 1923408 | S&P 500 ETF SHS |
| QUALCOMM INC | 10170 | 1739579 | COM |
| VANGUARD INDEX FDS | 2961 | 1444553 | GROWTH ETF |
| VANGUARD WORLD FD | 18581 | 1330771 | ESG INTL STK ETF |
| VANGUARD INDEX FDS | 5518 | 1053883 | VALUE ETF |
| AMAZON COM INC | 4563 | 1053232 | COM |
| VANGUARD INDEX FDS | 3893 | 1004199 | SMALL CP ETF |
| ALPHABET INC | 3100 | 970300 | CAP STK CL A |
| ISHARES TR | 3775 | 929254 | RUSSELL 2000 ETF |
| INTERNATIONAL BUSINESS MACHS | 2812 | 832943 | COM |
| INVESCO QQQ TR | 1311 | 805360 | UNIT SER 1 |
| VANGUARD INDEX FDS | 2677 | 776919 | MID CAP ETF |
| VANGUARD INDEX FDS | 3627 | 768162 | SM CP VAL ETF |
| ISHARES TR | 4133 | 694096 | CORE S&P US GWT |
| VANGUARD WHITEHALL FDS | 4496 | 645266 | HIGH DIV YLD |
| VANGUARD SPECIALIZED FUNDS | 2799 | 615164 | DIV APP ETF |
| VANGUARD INTL EQUITY INDEX F | 8271 | 608415 | ALLWRLD EX US |
| ISHARES TR | 5699 | 608083 | SHRT NAT MUN ETF |
| HOME DEPOT INC | 1740 | 598734 | COM |
| ISHARES TR | 6149 | 584708 | ESG AW MSCI EAFE |
| SELECT SECTOR SPDR TR | 3950 | 568682 | STATE STREET TEC |
| VANGUARD INDEX FDS | 6165 | 545541 | REAL ESTATE ETF |
| ABBVIE INC | 2386 | 545177 | COM |
| ISHARES TR | 3544 | 527985 | ESG AWR MSCI USA |
| CADENCE DESIGN SYSTEM INC | 1665 | 520446 | COM |
| AMERICAN EXPRESS CO | 1255 | 464287 | COM |
| APPLIED MATLS INC | 1600 | 411184 | COM |
| VANGUARD STAR FDS | 5440 | 410394 | VG TL INTL STK F |
| ANALOG DEVICES INC | 1508 | 408970 | COM |
| VANGUARD INTL EQUITY INDEX F | 7333 | 394239 | FTSE EMR MKT ETF |
| INTUIT | 552 | 365656 | COM |
| ATLASSIAN CORPORATION | 2189 | 354924 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 700 | 351855 | CL B NEW |
| VANGUARD CHARLOTTE FDS | 7236 | 349644 | TOTAL INT BD ETF |
| CISCO SYS INC | 4083 | 314513 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 515 | 310689 | UTSER1 S&PDCRP |
| ISHARES TR | 3485 | 294970 | CORE MSCI TOTAL |
| META PLATFORMS INC | 446 | 294400 | CL A |
| COSTCO WHSL CORP NEW | 307 | 264738 | COM |
| DEERE & CO | 555 | 258391 | COM |
| SALESFORCE INC | 908 | 240538 | COM |
| INVESCO EXCHANGE TRADED FD T | 1251 | 239642 | S&P500 EQL WGT |
| VANGUARD WHITEHALL FDS | 2525 | 227250 | INTL HIGH ETF |
| VANGUARD BD INDEX FDS | 2609 | 205615 | SHORT TRM BOND |
| ISHARES TR | 538 | 200911 | RUS 1000 ETF |
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