Libra Wealth

Libra Wealth as of March 31, 2026

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