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Libra Wealth

Latest statistics and disclosures from Libra Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VGIT, VEA, AVUV, SCHF, and represent 56.63% of Libra Wealth's stock portfolio.
Added to shares of these 10 stocks: VTI, VGIT, AVUV, FBTC, VEA, AVDV, JNJ, SMLV, AVEM, BSV.
Started 2 new stock positions in JNJ, SMLV.
Reduced shares in these 10 stocks: DFAT, SCHF, SCHB, TEAM, , IWB, ITOT, AAPL, BRK.B, AMZN.
Sold out of its positions in TEAM, IWB, CRM.
Libra Wealth was a net buyer of stock by $5.0M.
Libra Wealth has $355M in assets under management (AUM), dropping by -0.73%.
Central Index Key (CIK): 0001925385

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Positions held by Libra Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Libra Wealth

Libra Wealth holds 66 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	19.8	$70M	+3%	219k	320.81	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	18.2	$65M	+2%	1.1M	59.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.0	$28M	+3%	441k	64.08	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.4	$19M	+8%	174k	110.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.2	$18M	-5%	745k	24.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.0	$18M	-3%	712k	25.10	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.9	$18M	-6%	280k	62.45	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.4	$16M		192k	80.58	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.2	$15M	+4%	149k	99.86	View chart
NVIDIA Corporation (NVDA)	2.8	$10M		58k	174.40	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.7	$6.0M		54k	112.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$5.8M		41k	142.43	View chart
Apple (AAPL)	1.6	$5.8M		23k	253.79	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.6	$5.5M	+20%	94k	59.03	View chart
Netflix (NFLX)	1.4	$5.1M		53k	96.15	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.4	$5.0M		202k	24.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$4.3M		6.7k	650.34	View chart
Microsoft Corporation (MSFT)	1.2	$4.1M		11k	370.18	View chart
Robinhood Mkts Com Cl A (HOOD)	0.9	$3.1M		45k	69.30	View chart
Spdr Series Trust State Street Spd (SPTI)	0.8	$3.0M		104k	28.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.2M		7.8k	286.85	View chart
Tesla Motors (TSLA)	0.5	$1.9M		5.1k	371.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.8M		3.0k	597.55	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.4	$1.3M		19k	71.73	View chart
Qualcomm (QCOM)	0.4	$1.3M		10k	128.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.3M		3.0k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.1M		5.5k	196.20	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$995k	-2%	3.8k	261.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$936k		3.8k	248.00	View chart
Amazon (AMZN)	0.3	$892k	-6%	4.3k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$891k		3.1k	287.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$769k		2.7k	287.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$756k	-4%	3.5k	217.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$747k		1.3k	577.18	View chart
International Business Machines (IBM)	0.2	$682k		2.8k	242.39	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$656k		4.4k	148.10	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$641k		4.1k	155.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$621k		8.3k	75.10	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$607k		5.7k	106.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$602k		2.8k	215.06	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$588k		6.1k	95.62	View chart
Home Depot (HD)	0.2	$572k		1.7k	328.89	View chart
Applied Materials (AMAT)	0.2	$547k		1.6k	341.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$547k		6.2k	88.70	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$525k		4.0k	132.90	View chart
Abbvie (ABBV)	0.1	$519k		2.4k	217.49	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$501k		3.5k	141.42	View chart
Analog Devices (ADI)	0.1	$480k		1.5k	318.14	View chart
Cadence Design Systems (CDNS)	0.1	$463k		1.7k	277.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$420k		5.4k	77.11	View chart
American Express Company (AXP)	0.1	$380k		1.3k	302.48	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$351k	-11%	6.5k	54.05	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$348k		7.2k	48.05	View chart
Cisco Systems (CSCO)	0.1	$318k		4.1k	77.59	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$318k		515.00	616.76	View chart
Deere & Company (DE)	0.1	$313k		555.00	563.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$302k		3.5k	86.64	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$274k	+33%	3.5k	78.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$269k	-19%	561.00	479.20	View chart
Costco Wholesale Corporation (COST)	0.1	$249k	-18%	250.00	996.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$240k		1.3k	191.92	View chart
Intuit (INTU)	0.1	$240k		554.00	432.38	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$238k		2.5k	94.24	View chart
Johnson & Johnson (JNJ)	0.1	$232k	NEW	948.00	244.55	View chart
Meta Platforms Cl A (META)	0.1	$210k	-17%	367.00	572.13	View chart
Spdr Series Trust State Street Spd (SMLV)	0.1	$201k	NEW	1.5k	137.08	View chart

Past Filings by Libra Wealth

SEC 13F filings are viewable for Libra Wealth going back to 2021

Libra Wealth 2026 Q1 filed April 28, 2026
Libra Wealth 2025 Q4 filed Jan. 28, 2026
Libra Wealth 2025 Q3 filed Nov. 6, 2025
Libra Wealth 2025 Q2 filed July 25, 2025
Libra Wealth 2025 Q1 filed April 25, 2025
Libra Wealth 2024 Q4 filed Jan. 22, 2025
Libra Wealth 2024 Q3 filed Oct. 23, 2024
Libra Wealth 2024 Q2 filed Aug. 13, 2024
Libra Wealth 2024 Q1 filed April 30, 2024
Libra Wealth 2023 Q4 filed Jan. 29, 2024
Libra Wealth 2023 Q3 filed Oct. 30, 2023
Libra Wealth 2023 Q2 filed Aug. 10, 2023
Libra Wealth 2023 Q1 filed May 2, 2023
Libra Wealth 2022 Q4 filed Jan. 31, 2023
Libra Wealth 2022 Q3 filed Oct. 26, 2022
Libra Wealth 2022 Q2 filed July 22, 2022

View all past filings

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