Libra Wealth

Libra Wealth as of June 30, 2026

Portfolio Holdings for Libra Wealth

Libra Wealth holds 70 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.9 $82M 221k 370.04
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 16.5 $64M 1.1M 58.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.0 $31M 438k 71.25
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.5 $22M 173k 124.76
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.1 $20M 695k 28.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.1 $20M 721k 27.70
Dimensional Etf Trust Us Targeted Vlu (DFAT) 4.9 $19M 276k 69.90
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.6 $18M 186k 96.49
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.9 $15M 147k 103.05
NVIDIA Corporation (NVDA) 3.0 $12M 58k 200.09
Vanguard World Esg Us Stk Etf (ESGV) 1.8 $7.1M 54k 132.24
Apple (AAPL) 1.8 $6.9M 24k 289.36
Ishares Tr Core S&p Ttl Stk (ITOT) 1.7 $6.7M 41k 164.27
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.4 $5.4M 105k 51.05
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $5.0M 6.7k 746.77
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.2 $4.8M 194k 24.66
Robinhood Mkts Com Cl A (HOOD) 1.1 $4.5M 45k 100.28
Microsoft Corporation (MSFT) 1.1 $4.3M 12k 373.03
Netflix (NFLX) 1.0 $3.8M 53k 71.40
Spdr Series Trust St Inter Etf (SPTI) 0.8 $3.0M 104k 28.39
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.9M 8.3k 353.32
Tesla Motors (TSLA) 0.6 $2.2M 5.3k 420.60
Qualcomm (QCOM) 0.5 $1.9M 10k 184.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.9M 2.7k 686.81
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.5M 18k 86.14
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $1.5M 18k 82.34
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 3.4k 357.37
Vanguard Index Fds Value Etf (VTV) 0.3 $1.2M 5.5k 217.93
Applied Materials (AMAT) 0.3 $1.2M 1.6k 723.00
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.2M 3.8k 303.12
Amazon (AMZN) 0.3 $1.1M 4.7k 238.34
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.1M 3.6k 300.45
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $863k 11k 80.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $845k 3.5k 242.99
International Business Machines (IBM) 0.2 $802k 2.9k 281.21
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $777k 4.1k 188.09
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $753k 4.0k 190.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $700k 4.4k 158.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $693k 8.3k 83.75
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $662k 2.8k 236.62
Abbvie (ABBV) 0.2 $638k 2.5k 251.64
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $632k 6.1k 102.81
Cadence Design Systems (CDNS) 0.2 $632k 1.7k 375.32
Home Depot (HD) 0.2 $628k 1.8k 352.68
Analog Devices (ADI) 0.2 $608k 1.5k 397.17
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $607k 5.7k 106.47
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $598k 3.7k 163.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $595k 6.2k 96.43
Cisco Systems (CSCO) 0.1 $497k 4.2k 117.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $468k 636.00 736.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $465k 5.4k 85.49
American Express Company (AXP) 0.1 $429k 1.3k 338.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $390k 6.5k 59.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $363k 725.00 500.39
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $362k 515.00 703.34
Deere & Company (DE) 0.1 $355k 559.00 634.33
Ishares Tr Core Msci Total (IXUS) 0.1 $333k 3.5k 95.44
Meta Platforms Cl A (META) 0.1 $325k 577.00 563.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $300k 3.9k 77.91
Johnson & Johnson (JNJ) 0.1 $297k 1.2k 254.06
Caterpillar (CAT) 0.1 $285k 268.00 1064.90
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $266k 1.3k 212.77
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $265k 3.3k 79.42
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $248k 2.5k 98.20
Spdr Series Trust St Str R2k Lowv (SMLV) 0.1 $230k 1.5k 157.36
Parker-Hannifin Corporation (PH) 0.1 $222k 227.00 978.12
Ishares Tr Rus 1000 Etf (IWB) 0.1 $220k 538.00 409.50
Broadcom (AVGO) 0.1 $220k 581.00 377.75
Costco Wholesale Corporation (COST) 0.1 $211k 226.00 935.47
Corning Incorporated (GLW) 0.1 $200k 784.00 255.43