Filed: 11/6/2025ACC: 0001951757-25-001295
📋 What this filing means
LIBRA WEALTH LLC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $333.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$333.03M
Total AUM (reported)
4.68M
Total Shares
Allocation by class
TOTAL STK MKT$65.86M19.8%
INTER TERM TREAS$58.80M17.7%
COM$38.62M11.6%
VAN FTSE DEV MKT$23.82M7.2%
US BRD MKT ETF$19.36M5.8%
INTL EQTY ETF$18.54M5.6%
US TARGETED VLU$17.48M5.2%
Portfolio Concentration
Top 3$148.48M44.6%
4–10$103.38M31.0%
11–25$58.49M17.6%
Rest$22.67M6.8%
Top 3 weight
44.6%
Top 10 weight
75.6%
Voting Authority Distribution
Total shares with voting rights: 4.68M
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
4.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings68
Rows:
VANGUARD INDEX FDS
SOLEShares200.69K
TypeSH
Market value$65.86M
19.78%
Sole
0.00
Shared
0.00
None
200.69K
VANGUARD SCOTTSDALE FDS
SOLEShares979.56K
TypeSH
Market value$58.80M
17.66%
Sole
0.00
Shared
0.00
None
979.56K
VANGUARD TAX-MANAGED FDS
SOLEShares397.50K
TypeSH
Market value$23.82M
7.15%
Sole
0.00
Shared
0.00
None
397.50K
SCHWAB STRATEGIC TR
SOLEShares753.20K
TypeSH
Market value$19.36M
5.81%
Sole
0.00
Shared
0.00
None
753.20K
SCHWAB STRATEGIC TR
SOLEShares796.28K
TypeSH
Market value$18.54M
5.57%
Sole
0.00
Shared
0.00
None
796.28K
DIMENSIONAL ETF TRUST
SOLEShares300.29K
TypeSH
Market value$17.48M
5.25%
Sole
0.00
Shared
0.00
None
300.29K
AMERICAN CENTY ETF TR
SOLEShares134.34K
TypeSH
Market value$13.37M
4.01%
Sole
0.00
Shared
0.00
None
134.34K
AMERICAN CENTY ETF TR
SOLEShares169.18K
TypeSH
Market value$12.71M
3.82%
Sole
0.00
Shared
0.00
None
169.18K
AMERICAN CENTY ETF TR
SOLEShares127.28K
TypeSH
Market value$11.33M
3.40%
Sole
0.00
Shared
0.00
None
127.28K
NVIDIA CORPORATION
SOLEShares56.77K
TypeSH
Market value$10.59M
3.18%
Sole
0.00
Shared
0.00
None
56.77K
VANGUARD WORLD FD
SOLEShares56.56K
TypeSH
Market value$6.70M
2.01%
Sole
0.00
Shared
0.00
None
56.56K
NETFLIX INC
SOLEShares5.28K
TypeSH
Market value$6.32M
1.90%
Sole
0.00
Shared
0.00
None
5.28K
APPLE INC
SOLEShares23.93K
TypeSH
Market value$6.09M
1.83%
Sole
0.00
Shared
0.00
None
23.93K
ISHARES TR
SOLEShares41.59K
TypeSH
Market value$6.06M
1.82%
Sole
0.00
Shared
0.00
None
41.59K
MICROSOFT CORP
SOLEShares11.01K
TypeSH
Market value$5.70M
1.71%
Sole
0.00
Shared
0.00
None
11.01K
SCHWAB STRATEGIC TR
SOLEShares202.24K
TypeSH
Market value$5.08M
1.53%
Sole
0.00
Shared
0.00
None
202.24K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares50.44K
TypeSH
Market value$5.03M
1.51%
Sole
0.00
Shared
0.00
None
50.44K
SPDR S&P 500 ETF TR
SOLEShares6.68K
TypeSH
Market value$4.45M
1.34%
Sole
0.00
Shared
0.00
None
6.68K
SPDR SERIES TRUST
SOLEShares104.27K
TypeSH
Market value$3.01M
0.90%
Sole
0.00
Shared
0.00
None
104.27K
TESLA INC
SOLEShares5.06K
TypeSH
Market value$2.25M
0.68%
Sole
0.00
Shared
0.00
None
5.06K
VANGUARD INDEX FDS
SOLEShares2.87K
TypeSH
Market value$1.76M
0.53%
Sole
0.00
Shared
0.00
None
2.87K
QUALCOMM INC
SOLEShares10.17K
TypeSH
Market value$1.69M
0.51%
Sole
0.00
Shared
0.00
None
10.17K
ALPHABET INC
SOLEShares6.77K
TypeSH
Market value$1.65M
0.50%
Sole
0.00
Shared
0.00
None
6.77K
VANGUARD WORLD FD
SOLEShares19.81K
TypeSH
Market value$1.37M
0.41%
Sole
0.00
Shared
0.00
None
19.81K
VANGUARD INDEX FDS
SOLEShares2.74K
TypeSH
Market value$1.31M
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 | 200.69K | SH | $65.86M 19.78% | 0.00 | 0.00 | 200.69K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 979.56K | SH | $58.80M 17.66% | 0.00 | 0.00 | 979.56K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 397.50K | SH | $23.82M 7.15% | 0.00 | 0.00 | 397.50K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 753.20K | SH | $19.36M 5.81% | 0.00 | 0.00 | 753.20K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 796.28K | SH | $18.54M 5.57% | 0.00 | 0.00 | 796.28K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 300.29K | SH | $17.48M 5.25% | 0.00 | 0.00 | 300.29K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 134.34K | SH | $13.37M 4.01% | 0.00 | 0.00 | 134.34K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 169.18K | SH | $12.71M 3.82% | 0.00 | 0.00 | 169.18K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 127.28K | SH | $11.33M 3.40% | 0.00 | 0.00 | 127.28K |
NVIDIA CORPORATIONSOLE | COM | 56.77K | SH | $10.59M 3.18% | 0.00 | 0.00 | 56.77K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 56.56K | SH | $6.70M 2.01% | 0.00 | 0.00 | 56.56K |
NETFLIX INCSOLE | COM | 5.28K | SH | $6.32M 1.90% | 0.00 | 0.00 | 5.28K |
APPLE INCSOLE | COM | 23.93K | SH | $6.09M 1.83% | 0.00 | 0.00 | 23.93K |
ISHARES TRSOLE | CORE S&P TTL STK | 41.59K | SH | $6.06M 1.82% | 0.00 | 0.00 | 41.59K |
MICROSOFT CORPSOLE | COM | 11.01K | SH | $5.70M 1.71% | 0.00 | 0.00 | 11.01K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 202.24K | SH | $5.08M 1.53% | 0.00 | 0.00 | 202.24K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 50.44K | SH | $5.03M 1.51% | 0.00 | 0.00 | 50.44K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.68K | SH | $4.45M 1.34% | 0.00 | 0.00 | 6.68K |
SPDR SERIES TRUSTSOLE | PORTFLI INTRMDIT | 104.27K | SH | $3.01M 0.90% | 0.00 | 0.00 | 104.27K |
TESLA INCSOLE | COM | 5.06K | SH | $2.25M 0.68% | 0.00 | 0.00 | 5.06K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.87K | SH | $1.76M 0.53% | 0.00 | 0.00 | 2.87K |
QUALCOMM INCSOLE | COM | 10.17K | SH | $1.69M 0.51% | 0.00 | 0.00 | 10.17K |
ALPHABET INCSOLE | CAP STK CL C | 6.77K | SH | $1.65M 0.50% | 0.00 | 0.00 | 6.77K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 19.81K | SH | $1.37M 0.41% | 0.00 | 0.00 | 19.81K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.74K | SH | $1.31M 0.39% | 0.00 | 0.00 | 2.74K |
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