LIBRA WEALTH LLC
13F Reported Value
ⓘ$354.8M
Holdings
66
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LIBRA WEALTH LLC disclosed 66 positions worth $354.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $JNJ and a full exit from $TEAM. The portfolio is most concentrated in Other (86.8% of disclosed assets). All figures are sourced directly from LIBRA WEALTH LLC’s Form 13F-HR filing with the SEC under CIK 1925385.
AI Fund Analysis
Concentrating
$FBTCSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD INDEX FDS
—Quality
$70.3M219,258 shVANGUARD SCOTTSDALE FDS
—Quality
$64.7M1,086,123 shVANGUARD TAX-MANAGED FDS
—Quality
$28.3M440,860 shAMERICAN CENTY ETF TR
—Quality
$19.2M174,008 shSCHWAB STRATEGIC TR
—Quality
$18.4M745,202 shSCHWAB STRATEGIC TR
—Quality
$17.9M711,919 shDIMENSIONAL ETF TRUST
—Quality
$17.5M280,077 shAMERICAN CENTY ETF TR
—Quality
$15.5M191,780 shAMERICAN CENTY ETF TR
—Quality
$14.9M148,916 sh- 90.2
Quality
$10.1M57,656 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $70.3M | 219,258 |
| VANGUARD SCOTTSDALE FDS | — | $64.7M | 1,086,123 |
| VANGUARD TAX-MANAGED FDS | — | $28.3M | 440,860 |
| AMERICAN CENTY ETF TR | — | $19.2M | 174,008 |
| SCHWAB STRATEGIC TR | — | $18.4M | 745,202 |
| SCHWAB STRATEGIC TR | — | $17.9M | 711,919 |
| DIMENSIONAL ETF TRUST | — | $17.5M | 280,077 |
| AMERICAN CENTY ETF TR | — | $15.5M | 191,780 |
| AMERICAN CENTY ETF TR | — | $14.9M | 148,916 |
 NVIDIA CORP$NVDA | 90.2 | $10.1M | 57,656 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LIBRA WEALTH LLC's 66 positions.
Showing top 10 of 66 holdings.
Sector Allocation
Other
$308.0M
Technology
$26.9M
Financials
$9.5M
Communication Services
$5.1M
Industrials
$2.9M
Consumer Discretionary
$1.7M
Healthcare
$750,761
Full Holdings — LIBRA WEALTH LLC (Q1 2026)
All 66 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $70.3M | 19.8% | +4% | — |
| 2 | — | VANGUARD SCOTTSDALE FDS | $64.7M | 18.2% | +3% | — |
| 3 | — | VANGUARD TAX-MANAGED FDS | $28.3M | 8.0% | +3% | — |
| 4 | — | AMERICAN CENTY ETF TR | $19.2M | 5.4% | +8% | — |
| 5 | — | SCHWAB STRATEGIC TR | $18.4M | 5.2% | -5% | — |
| 6 | — | SCHWAB STRATEGIC TR | $17.9M | 5.0% | -3% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $17.5M | 4.9% | -6% | — |
| 8 | — | AMERICAN CENTY ETF TR | $15.5M | 4.3% | +1% | — |
| 9 | — | AMERICAN CENTY ETF TR | $14.9M | 4.2% | +5% | — |
| 10 | $NVDA | NVIDIA CORP | $10.1M | 2.8% | +0% | 90.2 |
| 11 | — | VANGUARD WORLD FD | $6.0M | 1.7% | +1% | — |
| 12 | — | ISHARES TR | $5.8M | 1.6% | -1% | — |
| 13 |  $AAPL | Apple Inc. | $5.8M | 1.6% | -1% | 76.1 |
| 14 | $FBTC | Fidelity Wise Origin Bitcoin Fund | $5.5M | 1.6% | +21% | — |
| 15 |  $NFLX | NETFLIX INC | $5.1M | 1.4% | +0% | 86.7 |
| 16 | — | SCHWAB STRATEGIC TR | $5.0M | 1.4% | +0% | — |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $4.3M | 1.2% | +0% | — |
| 18 |  $MSFT | MICROSOFT CORP | $4.1M | 1.1% | -0% | 83.7 |
| 19 |  $HOOD | Robinhood Markets, Inc. | $3.1M | 0.9% | +0% | 75.8 |
| 20 | — | SPDR SERIES TRUST | $3.0M | 0.8% | +0% | — |
| 21 |  $GOOGL | Alphabet Inc. | $2.2M | 0.6% | +0% | 80.2 |
| 22 |  $TSLA | Tesla, Inc. | $1.9M | 0.5% | +0% | 50.1 |
| 23 | — | VANGUARD INDEX FDS | $1.8M | 0.5% | -2% | — |
| 24 | — | VANGUARD WORLD FD | $1.3M | 0.4% | -1% | — |
| 25 |  $QCOM | QUALCOMM INC/DE | $1.3M | 0.4% | +0% | 81.9 |
| 26 | — | VANGUARD INDEX FDS | $1.3M | 0.4% | +0% | — |
| 27 | — | VANGUARD INDEX FDS | $1.1M | 0.3% | +0% | — |
| 28 | — | VANGUARD INDEX FDS | $994,510 | 0.3% | -2% | — |
| 29 | — | ISHARES TR | $936,200 | 0.3% | +0% | — |
| 30 |  $AMZN | AMAZON COM INC | $892,437 | 0.3% | -6% | 74.6 |
| 31 |  $GOOG | Alphabet Inc. | $891,436 | 0.3% | +0% | 80.2 |
| 32 | — | VANGUARD INDEX FDS | $768,781 | 0.2% | +0% | — |
| 33 | — | VANGUARD INDEX FDS | $755,813 | 0.2% | -4% | — |
| 34 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $746,871 | 0.2% | -1% | — |
| 35 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $681,601 | 0.2% | +0% | 66.7 |
| 36 | — | VANGUARD WHITEHALL FDS | $655,935 | 0.2% | -1% | — |
| 37 | — | ISHARES TR | $641,070 | 0.2% | +0% | — |
| 38 | — | VANGUARD INTL EQUITY INDEX F | $621,152 | 0.2% | +0% | — |
| 39 | — | ISHARES TR | $606,944 | 0.2% | +0% | — |
| 40 | — | VANGUARD SPECIALIZED FUNDS | $601,953 | 0.2% | +0% | — |
| 41 | — | ISHARES TR | $587,967 | 0.2% | +0% | — |
| 42 |  $HD | HOME DEPOT, INC. | $572,269 | 0.2% | +0% | 69.2 |
| 43 |  $AMAT | APPLIED MATERIALS INC /DE | $546,864 | 0.1% | +0% | 74.8 |
| 44 | — | VANGUARD INDEX FDS | $546,836 | 0.1% | +0% | — |
| 45 | — | SELECT SECTOR SPDR TR | $524,955 | 0.1% | +0% | — |
| 46 |  $ABBV | AbbVie Inc. | $518,931 | 0.1% | +0% | 59.3 |
| 47 | — | ISHARES TR | $501,192 | 0.1% | +0% | — |
| 48 |  $ADI | ANALOG DEVICES INC | $479,755 | 0.1% | +0% | 76.2 |
| 49 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $462,654 | 0.1% | +0% | 74.4 |
| 50 | — | VANGUARD STAR FDS | $419,478 | 0.1% | +0% | — |
| 51 |  $AXP | AMERICAN EXPRESS CO | $379,612 | 0.1% | +0% | 73.2 |
| 52 | — | VANGUARD INTL EQUITY INDEX F | $350,748 | 0.1% | -12% | — |
| 53 | — | VANGUARD CHARLOTTE FDS | $347,690 | 0.1% | +0% | — |
| 54 |  $CSCO | CISCO SYSTEMS, INC. | $318,429 | 0.1% | +1% | 72.3 |
| 55 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $317,631 | 0.1% | +0% | — |
| 56 |  $DE | DEERE & CO | $312,632 | 0.1% | +0% | 57.4 |
| 57 | — | ISHARES TR | $301,940 | 0.1% | +0% | — |
| 58 |  $META | Meta Platforms, Inc. | $274,121 | 0.1% | +34% | 80.9 |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $268,831 | 0.1% | -20% | 64.5 |
| 60 |  $COST | COSTCO WHOLESALE CORP /NEW | $249,108 | 0.1% | -19% | 67 |
| 61 |  $IVZ | Invesco Ltd. | $240,092 | 0.1% | +0% | — |
| 62 |  $INTU | INTUIT INC. | $239,539 | 0.1% | +0% | 82 |
| 63 | — | VANGUARD WHITEHALL FDS | $237,956 | 0.1% | +0% | — |
| 64 |  $JNJ | JOHNSON & JOHNSON | $231,830 | 0.1% | NEW | 72.8 |
| 65 | $META | Meta Platforms, Inc. | $209,972 | 0.1% | -18% | 80.9 |
| 66 | — | SPDR SERIES TRUST | $200,544 | 0.1% | -99% | — |
New Positions (1)
$JNJ JOHNSON & JOHNSON$231,830
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