LIBRA WEALTH LLC — 13F Holdings & Portfolio
CIK 1925385 · latest 13F-HR filed 2026-04-28
LIBRA WEALTH LLC manages $354.8M in 13F-reported U.S. long-equity assets across 66 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (19.82%), VGIT (18.23%), VEA (7.96%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 3, added to 8, and trimmed 27.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$354.8M
Long-equity book
66
Distinct positions
2026-03-31
Filed 2026-04-28
+2 / −3 / ↑8 / ↓27
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$2.8M +17.3%
- VANGUARD TAX-MANAGED FDS$1.6M +6.1%
- AMERICAN CENTY ETF TR$1.5M +11.2%
- AMERICAN CENTY ETF TR$799.1K +5.5%
- APPLIED MATLS INC$135.7K +33.0%
Top Trims
- ROBINHOOD MKTS INC-$2.0M -38.7%
- SCHWAB STRATEGIC TR-$1.4M -7.4%
- MICROSOFT CORP-$1.3M -23.6%
- NVIDIA CORPORATION-$697.6K -6.5%
- APPLE INC-$484.4K -7.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $70.3M | 19.82% | 219,258 | SH |
| 2 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $64.7M | 18.23% | 1,086,123 | SH |
| 3 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $28.3M | 7.96% | 440,860 | SH |
| 4 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $19.2M | 5.42% | 174,008 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $18.4M | 5.20% | 745,202 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $17.9M | 5.04% | 711,919 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $17.5M | 4.93% | 280,077 | SH |
| 8 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $15.5M | 4.35% | 191,780 | SH |
| 9 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $14.9M | 4.19% | 148,916 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $10.1M | 2.83% | 57,656 | SH |
| 11 | VANGUARD WORLD FD | ESGV | 921910733 | $6.0M | 1.69% | 53,524 | SH |
| 12 | ISHARES TR | ITOT | 464287150 | $5.8M | 1.65% | 41,069 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $5.8M | 1.63% | 22,853 | SH |
| 14 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $5.5M | 1.56% | 93,717 | SH |
| 15 | NETFLIX INC. | NFLX | 64110L106 | $5.1M | 1.43% | 52,750 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $5.0M | 1.42% | 202,043 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.3M | 1.22% | 6,678 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $4.1M | 1.15% | 11,047 | SH |
| 19 | ROBINHOOD MKTS INC | HOOD | 770700102 | $3.1M | 0.87% | 44,791 | SH |
| 20 | SPDR SERIES TRUST | SPTI | 78464A672 | $3.0M | 0.84% | 104,269 | SH |
| 21 | ALPHABET INC | GOOG | 02079K107 | $2.2M | 0.63% | 7,758 | SH |
| 22 | TESLA INC | TSLA | 88160R101 | $1.9M | 0.53% | 5,060 | SH |
| 23 | VANGUARD INDEX FDS | VOO | 922908363 | $1.8M | 0.51% | 3,012 | SH |
| 24 | VANGUARD WORLD FD | VSGX | 921910725 | $1.3M | 0.37% | 18,486 | SH |
| 25 | QUALCOMM INC | QCOM | 747525103 | $1.3M | 0.37% | 10,170 | SH |
| 26 | VANGUARD INDEX FDS | VUG | 922908736 | $1.3M | 0.36% | 2,961 | SH |
| 27 | VANGUARD INDEX FDS | VTV | 922908744 | $1.1M | 0.31% | 5,518 | SH |
| 28 | VANGUARD INDEX FDS | VB | 922908751 | $994.5K | 0.28% | 3,797 | SH |
| 29 | ISHARES TR | IWM | 464287655 | $936.2K | 0.26% | 3,775 | SH |
| 30 | AMAZON COM INC | AMZN | 023135106 | $892.4K | 0.25% | 4,285 | SH |
| 31 | ALPHABET INC | GOOGL | 02079K305 | $891.4K | 0.25% | 3,100 | SH |
| 32 | VANGUARD INDEX FDS | VO | 922908629 | $768.8K | 0.22% | 2,677 | SH |
| 33 | VANGUARD INDEX FDS | VBR | 922908611 | $755.8K | 0.21% | 3,479 | SH |
| 34 | INVESCO QQQ TR | QQQ | 46090E103 | $746.9K | 0.21% | 1,294 | SH |
| 35 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $681.6K | 0.19% | 2,812 | SH |
| 36 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $655.9K | 0.18% | 4,429 | SH |
| 37 | ISHARES TR | IUSG | 464287671 | $641.1K | 0.18% | 4,133 | SH |
| 38 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $621.2K | 0.18% | 8,271 | SH |
| 39 | ISHARES TR | SUB | 464288158 | $606.9K | 0.17% | 5,699 | SH |
| 40 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $602.0K | 0.17% | 2,799 | SH |
| 41 | ISHARES TR | ESGD | 46435G516 | $588.0K | 0.17% | 6,149 | SH |
| 42 | HOME DEPOT INC | HD | 437076102 | $572.3K | 0.16% | 1,740 | SH |
| 43 | APPLIED MATLS INC | AMAT | 038222105 | $546.9K | 0.15% | 1,600 | SH |
| 44 | VANGUARD INDEX FDS | VNQ | 922908553 | $546.8K | 0.15% | 6,165 | SH |
| 45 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $525.0K | 0.15% | 3,950 | SH |
| 46 | ABBVIE INC | ABBV | 00287Y109 | $518.9K | 0.15% | 2,386 | SH |
| 47 | ISHARES TR | ESGU | 46435G425 | $501.2K | 0.14% | 3,544 | SH |
| 48 | ANALOG DEVICES INC | ADI | 032654105 | $479.8K | 0.14% | 1,508 | SH |
| 49 | CADENCE DESIGN SYSTEM INC | CDNS | 127387108 | $462.7K | 0.13% | 1,665 | SH |
| 50 | VANGUARD STAR FDS | VXUS | 921909768 | $419.5K | 0.12% | 5,440 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-28 | $354.8M | 66 | 0001951757-26-000749 |
| 2025-12-31 | 2026-01-28 | $357.4M | 67 | 0001951757-26-000322 |