Libra Wealth

Libra Wealth as of Dec. 31, 2025

Portfolio Holdings for Libra Wealth

Libra Wealth holds 67 positions in its portfolio as reported in the December 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 $71M 211k 335.27
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 17.7 $63M 1.1M 59.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.4 $27M 426k 62.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.4 $19M 736k 26.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.3 $19M 788k 24.04
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.0 $18M 299k 59.54
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.6 $16M 161k 101.98
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.1 $15M 190k 77.02
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.7 $13M 142k 93.97
NVIDIA Corporation (NVDA) 3.0 $11M 58k 186.50
Vanguard World Esg Us Stk Etf (ESGV) 1.8 $6.4M 53k 120.96
Apple (AAPL) 1.8 $6.3M 23k 271.86
Ishares Tr Core S&p Ttl Stk (ITOT) 1.7 $6.2M 42k 148.69
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.7 $5.9M 78k 76.23
Microsoft Corporation (MSFT) 1.5 $5.4M 11k 483.63
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.4 $5.1M 202k 25.08
Robinhood Mkts Com Cl A (HOOD) 1.4 $5.1M 45k 113.10
Netflix (NFLX) 1.4 $4.9M 53k 93.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $4.6M 6.7k 681.92
Spdr Series Trust State Street Spd (SPTI) 0.8 $3.0M 104k 28.84
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.4M 7.8k 313.79
Tesla Motors (TSLA) 0.6 $2.3M 5.1k 449.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.9M 3.1k 627.13
Qualcomm (QCOM) 0.5 $1.7M 10k 171.05
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.4M 3.0k 487.86
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.3M 19k 71.62
Vanguard Index Fds Value Etf (VTV) 0.3 $1.1M 5.5k 190.99
Amazon (AMZN) 0.3 $1.1M 4.6k 230.82
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.0M 3.9k 257.95
Alphabet Cap Stk Cl A (GOOGL) 0.3 $970k 3.1k 313.00
Ishares Tr Russell 2000 Etf (IWM) 0.3 $929k 3.8k 246.16
International Business Machines (IBM) 0.2 $833k 2.8k 296.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $805k 1.3k 614.31
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $777k 2.7k 290.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $768k 3.6k 211.79
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $694k 4.1k 167.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $645k 4.5k 143.52
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $615k 2.8k 219.78
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $608k 8.3k 73.56
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $608k 5.7k 106.70
Home Depot (HD) 0.2 $599k 1.7k 344.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $585k 6.1k 95.09
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $569k 4.0k 143.97
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $546k 6.2k 88.49
Abbvie (ABBV) 0.2 $545k 2.4k 228.49
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $528k 3.5k 148.98
Cadence Design Systems (CDNS) 0.1 $520k 1.7k 312.58
American Express Company (AXP) 0.1 $464k 1.3k 369.95
Applied Materials (AMAT) 0.1 $411k 1.6k 256.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $410k 5.4k 75.44
Analog Devices (ADI) 0.1 $409k 1.5k 271.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $394k 7.3k 53.76
Intuit (INTU) 0.1 $366k 552.00 662.42
Atlassian Corporation Cl A (TEAM) 0.1 $355k 2.2k 162.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $352k 700.00 502.65
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $350k 7.2k 48.32
Cisco Systems (CSCO) 0.1 $315k 4.1k 77.03
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $311k 515.00 603.28
Ishares Tr Core Msci Total (IXUS) 0.1 $295k 3.5k 84.64
Meta Platforms Cl A (META) 0.1 $294k 446.00 660.09
Costco Wholesale Corporation (COST) 0.1 $265k 307.00 862.34
Deere & Company (DE) 0.1 $258k 555.00 465.57
salesforce (CRM) 0.1 $241k 908.00 264.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $240k 1.3k 191.56
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $227k 2.5k 90.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $206k 2.6k 78.81
Ishares Tr Rus 1000 Etf (IWB) 0.1 $201k 538.00 373.44