Filed: 4/25/2025ACC: 0001951757-25-000458
📋 What this filing means
LIBRA WEALTH LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $266.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$266.54M
Total AUM (reported)
4.24M
Total Shares
Allocation by class
TOTAL STK MKT$55.34M20.8%
INTER TERM TREAS$52.47M19.7%
COM$28.60M10.7%
VAN FTSE DEV MKT$22.09M8.3%
US TARGETED VLU$13.46M5.0%
US BRD MKT ETF$12.67M4.8%
INTL EQTY ETF$12.52M4.7%
Portfolio Concentration
Top 3$129.90M48.7%
4–10$73.43M27.5%
11–25$46.62M17.5%
Rest$16.60M6.2%
Top 3 weight
48.7%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 4.24M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.24M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings63
Rows:
VANGUARD INDEX FDS
SOLEShares201.34K
TypeSH
Market value$55.34M
20.76%
Sole
0.00
Shared
0.00
None
201.34K
VANGUARD SCOTTSDALE FDS
SOLEShares883.34K
TypeSH
Market value$52.47M
19.69%
Sole
0.00
Shared
0.00
None
883.34K
VANGUARD TAX-MANAGED FDS
SOLEShares434.58K
TypeSH
Market value$22.09M
8.29%
Sole
0.00
Shared
0.00
None
434.58K
DIMENSIONAL ETF TRUST
SOLEShares261.37K
TypeSH
Market value$13.46M
5.05%
Sole
0.00
Shared
0.00
None
261.37K
SCHWAB STRATEGIC TR
SOLEShares588.59K
TypeSH
Market value$12.67M
4.75%
Sole
0.00
Shared
0.00
None
588.59K
SCHWAB STRATEGIC TR
SOLEShares632.81K
TypeSH
Market value$12.52M
4.70%
Sole
0.00
Shared
0.00
None
632.81K
AMERICAN CENTY ETF TR
SOLEShares174.81K
TypeSH
Market value$10.52M
3.95%
Sole
0.00
Shared
0.00
None
174.81K
AMERICAN CENTY ETF TR
SOLEShares117.55K
TypeSH
Market value$10.25M
3.84%
Sole
0.00
Shared
0.00
None
117.55K
AMERICAN CENTY ETF TR
SOLEShares113.42K
TypeSH
Market value$7.91M
2.97%
Sole
0.00
Shared
0.00
None
113.42K
NVIDIA CORPORATION
SOLEShares56.35K
TypeSH
Market value$6.11M
2.29%
Sole
0.00
Shared
0.00
None
56.35K
VANGUARD WORLD FD
SOLEShares59.98K
TypeSH
Market value$5.88M
2.20%
Sole
0.00
Shared
0.00
None
59.98K
APPLE INC
SOLEShares25.08K
TypeSH
Market value$5.57M
2.09%
Sole
0.00
Shared
0.00
None
25.08K
SCHWAB STRATEGIC TR
SOLEShares212.12K
TypeSH
Market value$5.27M
1.98%
Sole
0.00
Shared
0.00
None
212.12K
ISHARES TR
SOLEShares40.90K
TypeSH
Market value$4.99M
1.87%
Sole
0.00
Shared
0.00
None
40.90K
NETFLIX INC
SOLEShares5.24K
TypeSH
Market value$4.88M
1.83%
Sole
0.00
Shared
0.00
None
5.24K
MICROSOFT CORP
SOLEShares10.85K
TypeSH
Market value$4.07M
1.53%
Sole
0.00
Shared
0.00
None
10.85K
SPDR S&P 500 ETF TR
SOLEShares5.70K
TypeSH
Market value$3.19M
1.20%
Sole
0.00
Shared
0.00
None
5.70K
SPDR SER TR
SOLEShares108.38K
TypeSH
Market value$3.10M
1.16%
Sole
0.00
Shared
0.00
None
108.38K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares27.49K
TypeSH
Market value$1.98M
0.74%
Sole
0.00
Shared
0.00
None
27.49K
QUALCOMM INC
SOLEShares10.17K
TypeSH
Market value$1.56M
0.59%
Sole
0.00
Shared
0.00
None
10.17K
VANGUARD INDEX FDS
SOLEShares2.85K
TypeSH
Market value$1.46M
0.55%
Sole
0.00
Shared
0.00
None
2.85K
VANGUARD WORLD FD
SOLEShares22.93K
TypeSH
Market value$1.35M
0.51%
Sole
0.00
Shared
0.00
None
22.93K
TESLA INC
SOLEShares5.15K
TypeSH
Market value$1.33M
0.50%
Sole
0.00
Shared
0.00
None
5.15K
VANGUARD INDEX FDS
SOLEShares2.74K
TypeSH
Market value$1.02M
0.38%
Sole
0.00
Shared
0.00
None
2.74K
ALPHABET INC
SOLEShares6.13K
TypeSH
Market value$957.9K
0.36%
Sole
0.00
Shared
0.00
None
6.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 201.34K | SH | $55.34M 20.76% | 0.00 | 0.00 | 201.34K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 883.34K | SH | $52.47M 19.69% | 0.00 | 0.00 | 883.34K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 434.58K | SH | $22.09M 8.29% | 0.00 | 0.00 | 434.58K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 261.37K | SH | $13.46M 5.05% | 0.00 | 0.00 | 261.37K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 588.59K | SH | $12.67M 4.75% | 0.00 | 0.00 | 588.59K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 632.81K | SH | $12.52M 4.70% | 0.00 | 0.00 | 632.81K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 174.81K | SH | $10.52M 3.95% | 0.00 | 0.00 | 174.81K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 117.55K | SH | $10.25M 3.84% | 0.00 | 0.00 | 117.55K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 113.42K | SH | $7.91M 2.97% | 0.00 | 0.00 | 113.42K |
NVIDIA CORPORATIONSOLE | COM | 56.35K | SH | $6.11M 2.29% | 0.00 | 0.00 | 56.35K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 59.98K | SH | $5.88M 2.20% | 0.00 | 0.00 | 59.98K |
APPLE INCSOLE | COM | 25.08K | SH | $5.57M 2.09% | 0.00 | 0.00 | 25.08K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 212.12K | SH | $5.27M 1.98% | 0.00 | 0.00 | 212.12K |
ISHARES TRSOLE | CORE S&P TTL STK | 40.90K | SH | $4.99M 1.87% | 0.00 | 0.00 | 40.90K |
NETFLIX INCSOLE | COM | 5.24K | SH | $4.88M 1.83% | 0.00 | 0.00 | 5.24K |
MICROSOFT CORPSOLE | COM | 10.85K | SH | $4.07M 1.53% | 0.00 | 0.00 | 10.85K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.70K | SH | $3.19M 1.20% | 0.00 | 0.00 | 5.70K |
SPDR SER TRSOLE | PORTFLI INTRMDIT | 108.38K | SH | $3.10M 1.16% | 0.00 | 0.00 | 108.38K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 27.49K | SH | $1.98M 0.74% | 0.00 | 0.00 | 27.49K |
QUALCOMM INCSOLE | COM | 10.17K | SH | $1.56M 0.59% | 0.00 | 0.00 | 10.17K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.85K | SH | $1.46M 0.55% | 0.00 | 0.00 | 2.85K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 22.93K | SH | $1.35M 0.51% | 0.00 | 0.00 | 22.93K |
TESLA INCSOLE | COM | 5.15K | SH | $1.33M 0.50% | 0.00 | 0.00 | 5.15K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.74K | SH | $1.02M 0.38% | 0.00 | 0.00 | 2.74K |
ALPHABET INCSOLE | CAP STK CL C | 6.13K | SH | $957.9K 0.36% | 0.00 | 0.00 | 6.13K |
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