Libra Wealth Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$354.8M
Q ending 2026-03-31
Prior quarter
$357.4M
Q ending 2025-12-31
Change
-0.7% QoQ · +33.1% YoY
Positions
66
reported holdings
Largest positions
All 66 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $70.3M | 219K |
| Vanguard Scottsdale Fds | VGIT | Shares | $64.7M | 1.1M |
| Vanguard Tax-Managed Fds | VEA | Shares | $28.3M | 441K |
| American Centy Etf Tr | AVUV | Shares | $19.2M | 174K |
| Schwab Strategic Tr | SCHF | Shares | $18.4M | 745K |
| Schwab Strategic Tr | SCHB | Shares | $17.9M | 712K |
| Dimensional Etf Trust | DFAT | Shares | $17.5M | 280K |
| American Centy Etf Tr | AVEM | Shares | $15.5M | 192K |
| American Centy Etf Tr | AVDV | Shares | $14.9M | 149K |
| Nvidia Corporation | NVDA | Shares | $10.1M | 58K |
| Vanguard World Fd | ESGV | Shares | $6.0M | 54K |
| Ishares Tr | ITOT | Shares | $5.8M | 41K |
| Apple Inc | AAPL | Shares | $5.8M | 23K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $5.5M | 94K |
| Netflix Inc. | NFLX | Shares | $5.1M | 53K |
| Schwab Strategic Tr | SCHR | Shares | $5.0M | 202K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.3M | 7K |
| Microsoft Corp | MSFT | Shares | $4.1M | 11K |
| Robinhood Mkts Inc | HOOD | Shares | $3.1M | 45K |
| Spdr Series Trust | SPTI | Shares | $3.0M | 104K |
| Alphabet Inc | GOOG | Shares | $2.2M | 8K |
| Tesla Inc | TSLA | Shares | $1.9M | 5K |
| Vanguard Index Fds | VOO | Shares | $1.8M | 3K |
| Vanguard World Fd | VSGX | Shares | $1.3M | 18K |
| Qualcomm Inc | QCOM | Shares | $1.3M | 10K |
| Vanguard Index Fds | VUG | Shares | $1.3M | 3K |
| Vanguard Index Fds | VTV | Shares | $1.1M | 6K |
| Vanguard Index Fds | VB | Shares | $995K | 4K |
| Ishares Tr | IWM | Shares | $936K | 4K |
| Amazon Com Inc | AMZN | Shares | $892K | 4K |
| Alphabet Inc | GOOGL | Shares | $891K | 3K |
| Vanguard Index Fds | VO | Shares | $769K | 3K |
| Vanguard Index Fds | VBR | Shares | $756K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $747K | 1K |
| International Business Machs | IBM | Shares | $682K | 3K |
| Vanguard Whitehall Fds | VYM | Shares | $656K | 4K |
| Ishares Tr | IUSG | Shares | $641K | 4K |
| Vanguard Intl Equity Index F | VEU | Shares | $621K | 8K |
| Ishares Tr | SUB | Shares | $607K | 6K |
| Vanguard Specialized Funds | VIG | Shares | $602K | 3K |
| Ishares Tr | ESGD | Shares | $588K | 6K |
| Home Depot Inc | HD | Shares | $572K | 2K |
| Applied Matls Inc | AMAT | Shares | $547K | 2K |
| Vanguard Index Fds | VNQ | Shares | $547K | 6K |
| Select Sector Spdr Tr | XLK | Shares | $525K | 4K |
| Abbvie Inc | ABBV | Shares | $519K | 2K |
| Ishares Tr | ESGU | Shares | $501K | 4K |
| Analog Devices Inc | ADI | Shares | $480K | 2K |
| Cadence Design System Inc | CDNS | Shares | $463K | 2K |
| Vanguard Star Fds | VXUS | Shares | $419K | 5K |
| American Express Co | AXP | Shares | $380K | 1K |
| Vanguard Intl Equity Index F | VWO | Shares | $351K | 6K |
| Vanguard Charlotte Fds | BNDX | Shares | $348K | 7K |
| Cisco Sys Inc | CSCO | Shares | $318K | 4K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $318K | 515 |
| Deere & Co | DE | Shares | $313K | 555 |
| Ishares Tr | IXUS | Shares | $302K | 3K |
| Vanguard Bd Index Fds | BSV | Shares | $274K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $269K | 561 |
| Costco Wholesale Corporation | COST | Shares | $249K | 250 |
| Invesco Exchange Traded Fd T | RSP | Shares | $240K | 1K |
| Intuit | INTU | Shares | $240K | 554 |
| Vanguard Whitehall Fds | VYMI | Shares | $238K | 3K |
| Johnson & Johnson | JNJ | Shares | $232K | 948 |
| Meta Platforms Inc | META | Shares | $210K | 367 |
| Spdr Series Trust | SMLV | Shares | $201K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.