Libra Wealth

Libra Wealth as of Sept. 30, 2025

Portfolio Holdings for Libra Wealth

Libra Wealth holds 68 positions in its portfolio as reported in the September 2025 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 $66M 201k 328.17
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 17.7 $59M 980k 60.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.2 $24M 398k 59.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.8 $19M 753k 25.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.6 $19M 796k 23.28
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.2 $18M 300k 58.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.0 $13M 134k 99.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.8 $13M 169k 75.11
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.4 $11M 127k 89.03
NVIDIA Corporation (NVDA) 3.2 $11M 57k 186.58
Vanguard World Esg Us Stk Etf (ESGV) 2.0 $6.7M 57k 118.44
Netflix (NFLX) 1.9 $6.3M 5.3k 1198.92
Apple (AAPL) 1.8 $6.1M 24k 254.63
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $6.1M 42k 145.65
Microsoft Corporation (MSFT) 1.7 $5.7M 11k 517.97
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.5 $5.1M 202k 25.13
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.5 $5.0M 50k 99.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $4.4M 6.7k 666.18
Spdr Series Trust Portfli Intrmdit (SPTI) 0.9 $3.0M 104k 28.90
Tesla Motors (TSLA) 0.7 $2.3M 5.1k 444.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.8M 2.9k 612.38
Qualcomm (QCOM) 0.5 $1.7M 10k 166.36
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.6M 6.8k 243.55
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.4M 20k 69.37
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.3M 2.7k 479.61
Lendingclub Corp Com New (LC) 0.3 $1.1M 73k 15.19
Amazon (AMZN) 0.3 $1.0M 4.6k 219.57
Vanguard Index Fds Value Etf (VTV) 0.3 $1.0M 5.4k 186.49
Vanguard Index Fds Small Cp Etf (VB) 0.3 $990k 3.9k 254.28
Ishares Tr Russell 2000 Etf (IWM) 0.3 $913k 3.8k 241.96
International Business Machines (IBM) 0.2 $793k 2.8k 282.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $787k 1.3k 600.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $757k 3.6k 208.71
Alphabet Cap Stk Cl A (GOOGL) 0.2 $754k 3.1k 243.10
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $751k 2.6k 293.74
Home Depot (HD) 0.2 $705k 1.7k 405.19
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $680k 4.1k 164.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $634k 4.5k 140.95
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $609k 5.7k 106.78
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $604k 2.8k 215.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $590k 8.3k 71.37
Abbvie (ABBV) 0.2 $577k 2.5k 231.54
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $572k 6.1k 92.98
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $564k 6.2k 91.42
Select Sector Spdr Tr Technology (XLK) 0.2 $557k 2.0k 281.86
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $516k 3.5k 145.60
Meta Platforms Cl A (META) 0.1 $449k 611.00 734.38
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $417k 1.5k 273.65
American Express Company (AXP) 0.1 $417k 1.3k 332.16
Analog Devices (ADI) 0.1 $416k 1.7k 245.70
Atlassian Corporation Cl A (TEAM) 0.1 $403k 2.5k 159.70
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $400k 5.4k 73.46
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $397k 7.3k 54.18
Intuit (INTU) 0.1 $377k 552.00 682.91
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $358k 7.2k 49.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $356k 709.00 502.74
Applied Materials (AMAT) 0.1 $328k 1.6k 204.74
Costco Wholesale Corporation (COST) 0.1 $322k 347.00 926.50
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $307k 515.00 596.03
Ishares Tr Core Msci Total (IXUS) 0.1 $288k 3.5k 82.58
Cisco Systems (CSCO) 0.1 $279k 4.1k 68.42
salesforce (CRM) 0.1 $277k 1.2k 237.00
Deere & Company (DE) 0.1 $254k 555.00 457.26
Ishares Tr National Mun Etf (MUB) 0.1 $249k 2.3k 106.49
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $237k 1.3k 189.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $233k 8.5k 27.30
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $214k 2.5k 84.68
Concentrix Corp (CNXC) 0.1 $212k 4.6k 46.15