Filed: 4/28/2026ACC: 0001951757-26-000749
📋 What this filing means
LIBRA WEALTH LLC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $354.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$354.85M
Total AUM (reported)
4.86M
Total Shares
Allocation by class
TOTAL STK MKT$70.34M19.8%
INTER TERM TREAS$64.68M18.2%
COM$34.09M9.6%
VAN FTSE DEV MKT$28.25M8.0%
US SML CP VALU$19.22M5.4%
INTL EQTY ETF$18.44M5.2%
US BRD MKT ETF$17.87M5.0%
Portfolio Concentration
Top 3$163.27M46.0%
4–10$113.41M32.0%
11–25$56.36M15.9%
Rest$21.81M6.1%
Top 3 weight
46.0%
Top 10 weight
78.0%
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)
Sole66
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings66
Rows:
VANGUARD INDEX FDS
SOLEShares219.26K
TypeSH
Market value$70.34M
19.82%
Sole
0.00
Shared
0.00
None
219.26K
VANGUARD SCOTTSDALE FDS
SOLEShares1.09M
TypeSH
Market value$64.68M
18.23%
Sole
0.00
Shared
0.00
None
1.09M
VANGUARD TAX-MANAGED FDS
SOLEShares440.86K
TypeSH
Market value$28.25M
7.96%
Sole
0.00
Shared
0.00
None
440.86K
AMERICAN CENTY ETF TR
SOLEShares174.01K
TypeSH
Market value$19.22M
5.42%
Sole
0.00
Shared
0.00
None
174.01K
SCHWAB STRATEGIC TR
SOLEShares745.20K
TypeSH
Market value$18.44M
5.20%
Sole
0.00
Shared
0.00
None
745.20K
SCHWAB STRATEGIC TR
SOLEShares711.92K
TypeSH
Market value$17.87M
5.04%
Sole
0.00
Shared
0.00
None
711.92K
DIMENSIONAL ETF TRUST
SOLEShares280.08K
TypeSH
Market value$17.49M
4.93%
Sole
0.00
Shared
0.00
None
280.08K
AMERICAN CENTY ETF TR
SOLEShares191.78K
TypeSH
Market value$15.45M
4.35%
Sole
0.00
Shared
0.00
None
191.78K
AMERICAN CENTY ETF TR
SOLEShares148.92K
TypeSH
Market value$14.87M
4.19%
Sole
0.00
Shared
0.00
None
148.92K
NVIDIA CORPORATION
SOLEShares57.66K
TypeSH
Market value$10.06M
2.83%
Sole
0.00
Shared
0.00
None
57.66K
VANGUARD WORLD FD
SOLEShares53.52K
TypeSH
Market value$6.01M
1.69%
Sole
0.00
Shared
0.00
None
53.52K
ISHARES TR
SOLEShares41.07K
TypeSH
Market value$5.85M
1.65%
Sole
0.00
Shared
0.00
None
41.07K
APPLE INC
SOLEShares22.85K
TypeSH
Market value$5.80M
1.63%
Sole
0.00
Shared
0.00
None
22.85K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares93.72K
TypeSH
Market value$5.53M
1.56%
Sole
0.00
Shared
0.00
None
93.72K
NETFLIX INC.
SOLEShares52.75K
TypeSH
Market value$5.07M
1.43%
Sole
0.00
Shared
0.00
None
52.75K
SCHWAB STRATEGIC TR
SOLEShares202.04K
TypeSH
Market value$5.03M
1.42%
Sole
0.00
Shared
0.00
None
202.04K
STATE STR SPDR S&P 500 ETF T
SOLEShares6.68K
TypeSH
Market value$4.34M
1.22%
Sole
0.00
Shared
0.00
None
6.68K
MICROSOFT CORP
SOLEShares11.05K
TypeSH
Market value$4.09M
1.15%
Sole
0.00
Shared
0.00
None
11.05K
ROBINHOOD MKTS INC
SOLEShares44.79K
TypeSH
Market value$3.10M
0.87%
Sole
0.00
Shared
0.00
None
44.79K
SPDR SERIES TRUST
SOLEShares104.27K
TypeSH
Market value$2.99M
0.84%
Sole
0.00
Shared
0.00
None
104.27K
ALPHABET INC
SOLEShares7.76K
TypeSH
Market value$2.23M
0.63%
Sole
0.00
Shared
0.00
None
7.76K
TESLA INC
SOLEShares5.06K
TypeSH
Market value$1.88M
0.53%
Sole
0.00
Shared
0.00
None
5.06K
VANGUARD INDEX FDS
SOLEShares3.01K
TypeSH
Market value$1.80M
0.51%
Sole
0.00
Shared
0.00
None
3.01K
VANGUARD WORLD FD
SOLEShares18.49K
TypeSH
Market value$1.33M
0.37%
Sole
0.00
Shared
0.00
None
18.49K
QUALCOMM INC
SOLEShares10.17K
TypeSH
Market value$1.31M
0.37%
Sole
0.00
Shared
0.00
None
10.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 219.26K | SH | $70.34M 19.82% | 0.00 | 0.00 | 219.26K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 1.09M | SH | $64.68M 18.23% | 0.00 | 0.00 | 1.09M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 440.86K | SH | $28.25M 7.96% | 0.00 | 0.00 | 440.86K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 174.01K | SH | $19.22M 5.42% | 0.00 | 0.00 | 174.01K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 745.20K | SH | $18.44M 5.20% | 0.00 | 0.00 | 745.20K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 711.92K | SH | $17.87M 5.04% | 0.00 | 0.00 | 711.92K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 280.08K | SH | $17.49M 4.93% | 0.00 | 0.00 | 280.08K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 191.78K | SH | $15.45M 4.35% | 0.00 | 0.00 | 191.78K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 148.92K | SH | $14.87M 4.19% | 0.00 | 0.00 | 148.92K |
NVIDIA CORPORATIONSOLE | COM | 57.66K | SH | $10.06M 2.83% | 0.00 | 0.00 | 57.66K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 53.52K | SH | $6.01M 1.69% | 0.00 | 0.00 | 53.52K |
ISHARES TRSOLE | CORE S&P TTL STK | 41.07K | SH | $5.85M 1.65% | 0.00 | 0.00 | 41.07K |
APPLE INCSOLE | COM | 22.85K | SH | $5.80M 1.63% | 0.00 | 0.00 | 22.85K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 93.72K | SH | $5.53M 1.56% | 0.00 | 0.00 | 93.72K |
NETFLIX INC.SOLE | COM | 52.75K | SH | $5.07M 1.43% | 0.00 | 0.00 | 52.75K |
SCHWAB STRATEGIC TRSOLE | INT-TRM U.S TRES | 202.04K | SH | $5.03M 1.42% | 0.00 | 0.00 | 202.04K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.68K | SH | $4.34M 1.22% | 0.00 | 0.00 | 6.68K |
MICROSOFT CORPSOLE | COM | 11.05K | SH | $4.09M 1.15% | 0.00 | 0.00 | 11.05K |
ROBINHOOD MKTS INCSOLE | COM CL A | 44.79K | SH | $3.10M 0.87% | 0.00 | 0.00 | 44.79K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 104.27K | SH | $2.99M 0.84% | 0.00 | 0.00 | 104.27K |
ALPHABET INCSOLE | CAP STK CL C | 7.76K | SH | $2.23M 0.63% | 0.00 | 0.00 | 7.76K |
TESLA INCSOLE | COM | 5.06K | SH | $1.88M 0.53% | 0.00 | 0.00 | 5.06K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.01K | SH | $1.80M 0.51% | 0.00 | 0.00 | 3.01K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 18.49K | SH | $1.33M 0.37% | 0.00 | 0.00 | 18.49K |
QUALCOMM INCSOLE | COM | 10.17K | SH | $1.31M 0.37% | 0.00 | 0.00 | 10.17K |
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