# LIBRA WEALTH LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1925385. Source: https://holderbook.com/funds/1925385-libra-wealth-llc/

- Reported value: $391.2M
- Positions: 70
- Weight of the ten largest: 77.4%
- Filed: 2026-08-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $81.7M | 220,794 | 20.9% | 17 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $64.4M | 1,092,189 | 16.5% | 17 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $31.2M | 437,774 | 8.0% | 19 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $21.6M | 173,101 | 5.5% | 17 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $20.1M | 694,982 | 5.1% | 18 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $20.0M | 720,506 | 5.1% | 17 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $19.3M | 276,118 | 4.9% | 19 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $17.9M | 185,718 | 4.6% | 18 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $15.2M | 147,027 | 3.9% | 17 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.6M | 57,978 | 3.0% | 13 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $7.1M | 53,482 | 1.8% | 17 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.9M | 23,936 | 1.8% | 19 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $6.7M | 40,657 | 1.7% | 19 |
| FIDELITY WISE ORIGIN BITCOIN | [FBTC](https://holderbook.com/stocks/FBTC/) | $5.4M | 105,375 | 1.4% | 10 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $5.0M | 6,678 | 1.3% | 19 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $4.8M | 193,674 | 1.2% | 17 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $4.5M | 44,850 | 1.1% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.3M | 11,520 | 1.1% | 18 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $3.8M | 52,886 | 1.0% | 19 |
| SPDR SERIES TRUST | [SPTI](https://holderbook.com/stocks/SPTI/) | $3.0M | 104,269 | 0.8% | 17 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.9M | 8,319 | 0.8% | 14 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.2M | 5,318 | 0.6% | 19 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.9M | 10,214 | 0.5% | 6 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.9M | 2,742 | 0.5% | 16 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $1.5M | 17,766 | 0.4% | 17 |
| VANGUARD WORLD FD | [VSGX](https://holderbook.com/stocks/VSGX/) | $1.5M | 18,065 | 0.4% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.2M | 3,440 | 0.3% | 17 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.2M | 5,518 | 0.3% | 17 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.2M | 1,630 | 0.3% | 13 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.2M | 3,797 | 0.3% | 17 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.1M | 4,701 | 0.3% | 19 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.1M | 3,610 | 0.3% | 17 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $862.7K | 10,708 | 0.2% | 17 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $845.4K | 3,479 | 0.2% | 16 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $801.7K | 2,851 | 0.2% | 19 |
| ISHARES TR | [IUSG](https://holderbook.com/stocks/IUSG/) | $777.4K | 4,133 | 0.2% | 5 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $752.6K | 3,950 | 0.2% | 13 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $699.9K | 4,429 | 0.2% | 16 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $692.7K | 8,271 | 0.2% | 5 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $662.3K | 2,799 | 0.2% | 18 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $638.2K | 2,536 | 0.2% | 19 |
| ISHARES TR | [ESGD](https://holderbook.com/stocks/ESGD/) | $632.2K | 6,149 | 0.2% | 17 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $631.7K | 1,683 | 0.2% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $627.8K | 1,780 | 0.2% | 18 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $608.1K | 1,531 | 0.2% | 6 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $606.8K | 5,699 | 0.2% | 17 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $597.9K | 3,653 | 0.2% | 5 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $594.5K | 6,165 | 0.2% | 17 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $497.0K | 4,231 | 0.1% | 8 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $468.4K | 636 | 0.1% | 16 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $465.1K | 5,440 | 0.1% | 16 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $428.9K | 1,268 | 0.1% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $390.3K | 6,539 | 0.1% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $362.8K | 725 | 0.1% | 9 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $362.2K | 515 | 0.1% | 16 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $354.6K | 559 | 0.1% | 16 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $332.6K | 3,485 | 0.1% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $325.0K | 577 | 0.1% | 6 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $300.0K | 3,850 | 0.1% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $296.7K | 1,168 | 0.1% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $285.4K | 268 | 0.1% | 1 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $266.2K | 1,251 | 0.1% | 5 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $264.5K | 3,331 | 0.1% | 1 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $248.0K | 2,525 | 0.1% | 5 |
| SPDR SERIES TRUST | [SMLV](https://holderbook.com/stocks/SMLV/) | $230.2K | 1,463 | 0.1% | 2 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $222.0K | 227 | 0.1% | 1 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $220.3K | 538 | 0.1% | 1 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $219.5K | 581 | 0.1% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $211.4K | 226 | 0.1% | 13 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $200.3K | 784 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.2% | +14.8% | -4.7% | 100% |
| Q1 2026 | -2.2% | -4.6% | +2.4% | 100% |
| Q4 2025 | +1.3% | +2.4% | -1.1% | 100% |
| Q3 2025 | +6.7% | +7.8% | -1.1% | 100% |
| Q2 2025 | +9.7% | +10.5% | -0.8% | 100% |
| Q1 2025 | -2.7% | -4.6% | +1.9% | 100% |
| Q4 2024 | -0.3% | +2.1% | -2.4% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $391.2M | 70 |
| Q1 2026 | $354.8M | 66 |
| Q4 2025 | $357.4M | 67 |
| Q3 2025 | $333.0M | 68 |
| Q2 2025 | $305.8M | 69 |
| Q1 2025 | $266.5M | 63 |
| Q4 2024 | $257.2M | 53 |
| Q3 2024 | $250.3M | 57 |
| Q2 2024 | $231.0M | 53 |
| Q1 2024 | $228.2M | 55 |
| Q4 2023 | $201.3M | 52 |
| Q3 2023 | $180.7M | 50 |