Filed: 7/25/2025ACC: 0001951757-25-000962
📋 What this filing means
LIBRA WEALTH LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $305.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$305.81M
Total AUM (reported)
4.63M
Total Shares
Allocation by class
TOTAL STK MKT$59.48M19.4%
INTER TERM TREAS$54.97M18.0%
COM$38.87M12.7%
VAN FTSE DEV MKT$21.03M6.9%
US BRD MKT ETF$18.14M5.9%
INTL EQTY ETF$18.09M5.9%
US TARGETED VLU$16.83M5.5%
Portfolio Concentration
Top 3$135.48M44.3%
4–10$91.46M29.9%
11–25$57.26M18.7%
Rest$21.61M7.1%
Top 3 weight
44.3%
Top 10 weight
74.2%
Voting Authority Distribution
Total shares with voting rights: 4.63M
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
4.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole69
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings69
Rows:
VANGUARD INDEX FDS
SOLEShares195.69K
TypeSH
Market value$59.48M
19.45%
Sole
0.00
Shared
0.00
None
195.69K
VANGUARD SCOTTSDALE FDS
SOLEShares919.12K
TypeSH
Market value$54.97M
17.98%
Sole
0.00
Shared
0.00
None
919.12K
VANGUARD TAX-MANAGED FDS
SOLEShares368.96K
TypeSH
Market value$21.03M
6.88%
Sole
0.00
Shared
0.00
None
368.96K
SCHWAB STRATEGIC TR
SOLEShares761.43K
TypeSH
Market value$18.14M
5.93%
Sole
0.00
Shared
0.00
None
761.43K
SCHWAB STRATEGIC TR
SOLEShares818.51K
TypeSH
Market value$18.09M
5.92%
Sole
0.00
Shared
0.00
None
818.51K
DIMENSIONAL ETF TRUST
SOLEShares311.99K
TypeSH
Market value$16.83M
5.50%
Sole
0.00
Shared
0.00
None
311.99K
AMERICAN CENTY ETF TR
SOLEShares150.82K
TypeSH
Market value$10.34M
3.38%
Sole
0.00
Shared
0.00
None
150.82K
AMERICAN CENTY ETF TR
SOLEShares110.13K
TypeSH
Market value$10.03M
3.28%
Sole
0.00
Shared
0.00
None
110.13K
AMERICAN CENTY ETF TR
SOLEShares113.81K
TypeSH
Market value$9.02M
2.95%
Sole
0.00
Shared
0.00
None
113.81K
NVIDIA CORPORATION
SOLEShares56.97K
TypeSH
Market value$9.00M
2.94%
Sole
0.00
Shared
0.00
None
56.97K
APPLE INC
SOLEShares39.14K
TypeSH
Market value$7.82M
2.56%
Sole
0.00
Shared
0.00
None
39.14K
NETFLIX INC
SOLEShares5.29K
TypeSH
Market value$7.09M
2.32%
Sole
0.00
Shared
0.00
None
5.29K
VANGUARD WORLD FD
SOLEShares56.84K
TypeSH
Market value$6.23M
2.04%
Sole
0.00
Shared
0.00
None
56.84K
ISHARES TR
SOLEShares41.49K
TypeSH
Market value$5.60M
1.83%
Sole
0.00
Shared
0.00
None
41.49K
MICROSOFT CORP
SOLEShares11.26K
TypeSH
Market value$5.60M
1.83%
Sole
0.00
Shared
0.00
None
11.26K
SCHWAB STRATEGIC TR
SOLEShares202.44K
TypeSH
Market value$5.07M
1.66%
Sole
0.00
Shared
0.00
None
202.44K
SPDR S&P 500 ETF TR
SOLEShares7K
TypeSH
Market value$4.32M
1.41%
Sole
0.00
Shared
0.00
None
7K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares41.54K
TypeSH
Market value$3.90M
1.28%
Sole
0.00
Shared
0.00
None
41.54K
SPDR SERIES TRUST
SOLEShares105.34K
TypeSH
Market value$3.03M
0.99%
Sole
0.00
Shared
0.00
None
105.34K
VANGUARD INDEX FDS
SOLEShares2.87K
TypeSH
Market value$1.63M
0.53%
Sole
0.00
Shared
0.00
None
2.87K
QUALCOMM INC
SOLEShares10.17K
TypeSH
Market value$1.62M
0.53%
Sole
0.00
Shared
0.00
None
10.17K
TESLA INC
SOLEShares5.06K
TypeSH
Market value$1.61M
0.53%
Sole
0.00
Shared
0.00
None
5.06K
VANGUARD WORLD FD
SOLEShares20.26K
TypeSH
Market value$1.33M
0.43%
Sole
0.00
Shared
0.00
None
20.26K
ALPHABET INC
SOLEShares6.77K
TypeSH
Market value$1.20M
0.39%
Sole
0.00
Shared
0.00
None
6.77K
VANGUARD INDEX FDS
SOLEShares2.74K
TypeSH
Market value$1.20M
0.39%
Sole
0.00
Shared
0.00
None
2.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 195.69K | SH | $59.48M 19.45% | 0.00 | 0.00 | 195.69K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 919.12K | SH | $54.97M 17.98% | 0.00 | 0.00 | 919.12K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 368.96K | SH | $21.03M 6.88% | 0.00 | 0.00 | 368.96K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 761.43K | SH | $18.14M 5.93% | 0.00 | 0.00 | 761.43K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 818.51K | SH | $18.09M 5.92% | 0.00 | 0.00 | 818.51K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 311.99K | SH | $16.83M 5.50% | 0.00 | 0.00 | 311.99K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 150.82K | SH | $10.34M 3.38% | 0.00 | 0.00 | 150.82K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 110.13K | SH | $10.03M 3.28% | 0.00 | 0.00 | 110.13K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 113.81K | SH | $9.02M 2.95% | 0.00 | 0.00 | 113.81K |
NVIDIA CORPORATIONSOLE | COM | 56.97K | SH | $9.00M 2.94% | 0.00 | 0.00 | 56.97K |
APPLE INCSOLE | COM | 39.14K | SH | $7.82M 2.56% | 0.00 | 0.00 | 39.14K |
NETFLIX INCSOLE | COM | 5.29K | SH | $7.09M 2.32% | 0.00 | 0.00 | 5.29K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 56.84K | SH | $6.23M 2.04% | 0.00 | 0.00 | 56.84K |
ISHARES TRSOLE | CORE S&P TTL STK | 41.49K | SH | $5.60M 1.83% | 0.00 | 0.00 | 41.49K |
MICROSOFT CORPSOLE | COM | 11.26K | SH | $5.60M 1.83% | 0.00 | 0.00 | 11.26K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 202.44K | SH | $5.07M 1.66% | 0.00 | 0.00 | 202.44K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7K | SH | $4.32M 1.41% | 0.00 | 0.00 | 7K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 41.54K | SH | $3.90M 1.28% | 0.00 | 0.00 | 41.54K |
SPDR SERIES TRUSTSOLE | PORTFLI INTRMDIT | 105.34K | SH | $3.03M 0.99% | 0.00 | 0.00 | 105.34K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.87K | SH | $1.63M 0.53% | 0.00 | 0.00 | 2.87K |
QUALCOMM INCSOLE | COM | 10.17K | SH | $1.62M 0.53% | 0.00 | 0.00 | 10.17K |
TESLA INCSOLE | COM | 5.06K | SH | $1.61M 0.53% | 0.00 | 0.00 | 5.06K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 20.26K | SH | $1.33M 0.43% | 0.00 | 0.00 | 20.26K |
ALPHABET INCSOLE | CAP STK CL C | 6.77K | SH | $1.20M 0.39% | 0.00 | 0.00 | 6.77K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.74K | SH | $1.20M 0.39% | 0.00 | 0.00 | 2.74K |
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