Filed: 1/28/2026ACC: 0001951757-26-000322
📋 What this filing means
LIBRA WEALTH LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $357.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$357.45M
Total AUM (reported)
4.86M
Total Shares
Allocation by class
TOTAL STK MKT$70.83M19.8%
INTER TERM TREAS$63.21M17.7%
COM$37.63M10.5%
VAN FTSE DEV MKT$26.62M7.4%
US BRD MKT ETF$19.29M5.4%
INTL EQTY ETF$18.95M5.3%
US TARGETED VLU$17.81M5.0%
Portfolio Concentration
Top 3$160.67M44.9%
4–10$111.22M31.1%
11–25$62.61M17.5%
Rest$22.95M6.4%
Top 3 weight
44.9%
Top 10 weight
76.1%
Voting Authority Distribution
Total shares with voting rights: 4.86M
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
4.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings67
Rows:
VANGUARD INDEX FDS
SOLEShares211.27K
TypeSH
Market value$70.83M
19.82%
Sole
0.00
Shared
0.00
None
211.27K
VANGUARD SCOTTSDALE FDS
SOLEShares1.05M
TypeSH
Market value$63.21M
17.68%
Sole
0.00
Shared
0.00
None
1.05M
VANGUARD TAX-MANAGED FDS
SOLEShares426.18K
TypeSH
Market value$26.62M
7.45%
Sole
0.00
Shared
0.00
None
426.18K
SCHWAB STRATEGIC TR
SOLEShares735.50K
TypeSH
Market value$19.29M
5.40%
Sole
0.00
Shared
0.00
None
735.50K
SCHWAB STRATEGIC TR
SOLEShares788.29K
TypeSH
Market value$18.95M
5.30%
Sole
0.00
Shared
0.00
None
788.29K
DIMENSIONAL ETF TRUST
SOLEShares299.18K
TypeSH
Market value$17.81M
4.98%
Sole
0.00
Shared
0.00
None
299.18K
AMERICAN CENTY ETF TR
SOLEShares160.72K
TypeSH
Market value$16.39M
4.59%
Sole
0.00
Shared
0.00
None
160.72K
AMERICAN CENTY ETF TR
SOLEShares190.27K
TypeSH
Market value$14.65M
4.10%
Sole
0.00
Shared
0.00
None
190.27K
AMERICAN CENTY ETF TR
SOLEShares142.28K
TypeSH
Market value$13.37M
3.74%
Sole
0.00
Shared
0.00
None
142.28K
NVIDIA CORPORATION
SOLEShares57.66K
TypeSH
Market value$10.75M
3.01%
Sole
0.00
Shared
0.00
None
57.66K
VANGUARD WORLD FD
SOLEShares53.13K
TypeSH
Market value$6.43M
1.80%
Sole
0.00
Shared
0.00
None
53.13K
APPLE INC
SOLEShares23.12K
TypeSH
Market value$6.28M
1.76%
Sole
0.00
Shared
0.00
None
23.12K
ISHARES TR
SOLEShares41.55K
TypeSH
Market value$6.18M
1.73%
Sole
0.00
Shared
0.00
None
41.55K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares77.49K
TypeSH
Market value$5.91M
1.65%
Sole
0.00
Shared
0.00
None
77.49K
MICROSOFT CORP
SOLEShares11.07K
TypeSH
Market value$5.35M
1.50%
Sole
0.00
Shared
0.00
None
11.07K
SCHWAB STRATEGIC TR
SOLEShares202.04K
TypeSH
Market value$5.07M
1.42%
Sole
0.00
Shared
0.00
None
202.04K
ROBINHOOD MKTS INC
SOLEShares44.79K
TypeSH
Market value$5.07M
1.42%
Sole
0.00
Shared
0.00
None
44.79K
NETFLIX INC
SOLEShares52.75K
TypeSH
Market value$4.95M
1.38%
Sole
0.00
Shared
0.00
None
52.75K
SPDR S&P 500 ETF TR
SOLEShares6.68K
TypeSH
Market value$4.55M
1.27%
Sole
0.00
Shared
0.00
None
6.68K
SPDR SERIES TRUST
SOLEShares104.27K
TypeSH
Market value$3.01M
0.84%
Sole
0.00
Shared
0.00
None
104.27K
ALPHABET INC
SOLEShares7.76K
TypeSH
Market value$2.43M
0.68%
Sole
0.00
Shared
0.00
None
7.76K
TESLA INC
SOLEShares5.06K
TypeSH
Market value$2.28M
0.64%
Sole
0.00
Shared
0.00
None
5.06K
VANGUARD INDEX FDS
SOLEShares3.07K
TypeSH
Market value$1.92M
0.54%
Sole
0.00
Shared
0.00
None
3.07K
QUALCOMM INC
SOLEShares10.17K
TypeSH
Market value$1.74M
0.49%
Sole
0.00
Shared
0.00
None
10.17K
VANGUARD INDEX FDS
SOLEShares2.96K
TypeSH
Market value$1.44M
0.40%
Sole
0.00
Shared
0.00
None
2.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 211.27K | SH | $70.83M 19.82% | 0.00 | 0.00 | 211.27K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.05M | SH | $63.21M 17.68% | 0.00 | 0.00 | 1.05M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 426.18K | SH | $26.62M 7.45% | 0.00 | 0.00 | 426.18K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 735.50K | SH | $19.29M 5.40% | 0.00 | 0.00 | 735.50K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 788.29K | SH | $18.95M 5.30% | 0.00 | 0.00 | 788.29K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 299.18K | SH | $17.81M 4.98% | 0.00 | 0.00 | 299.18K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 160.72K | SH | $16.39M 4.59% | 0.00 | 0.00 | 160.72K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 190.27K | SH | $14.65M 4.10% | 0.00 | 0.00 | 190.27K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 142.28K | SH | $13.37M 3.74% | 0.00 | 0.00 | 142.28K |
NVIDIA CORPORATIONSOLE | COM | 57.66K | SH | $10.75M 3.01% | 0.00 | 0.00 | 57.66K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 53.13K | SH | $6.43M 1.80% | 0.00 | 0.00 | 53.13K |
APPLE INCSOLE | COM | 23.12K | SH | $6.28M 1.76% | 0.00 | 0.00 | 23.12K |
ISHARES TRSOLE | CORE S&P TTL STK | 41.55K | SH | $6.18M 1.73% | 0.00 | 0.00 | 41.55K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 77.49K | SH | $5.91M 1.65% | 0.00 | 0.00 | 77.49K |
MICROSOFT CORPSOLE | COM | 11.07K | SH | $5.35M 1.50% | 0.00 | 0.00 | 11.07K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 202.04K | SH | $5.07M 1.42% | 0.00 | 0.00 | 202.04K |
ROBINHOOD MKTS INCSOLE | COM CL A | 44.79K | SH | $5.07M 1.42% | 0.00 | 0.00 | 44.79K |
NETFLIX INCSOLE | COM | 52.75K | SH | $4.95M 1.38% | 0.00 | 0.00 | 52.75K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.68K | SH | $4.55M 1.27% | 0.00 | 0.00 | 6.68K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 104.27K | SH | $3.01M 0.84% | 0.00 | 0.00 | 104.27K |
ALPHABET INCSOLE | CAP STK CL C | 7.76K | SH | $2.43M 0.68% | 0.00 | 0.00 | 7.76K |
TESLA INCSOLE | COM | 5.06K | SH | $2.28M 0.64% | 0.00 | 0.00 | 5.06K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.07K | SH | $1.92M 0.54% | 0.00 | 0.00 | 3.07K |
QUALCOMM INCSOLE | COM | 10.17K | SH | $1.74M 0.49% | 0.00 | 0.00 | 10.17K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.96K | SH | $1.44M 0.40% | 0.00 | 0.00 | 2.96K |
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