LIBRA WEALTH LLC

Portfolio Overview

LIBRA WEALTH LLC disclosed 70 positions worth $391.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $CAT. The portfolio is most concentrated in Other (86.0% of disclosed assets). All figures are sourced directly from LIBRA WEALTH LLC’s Form 13F-HR filing with the SEC under CIK 1925385.

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $81.7M220,794 sh

• VANGUARD SCOTTSDALE FDS - INTER TERM TREAS

  —

  Quality

  $64.4M1,092,189 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $31.2M437,774 sh

• AMERICAN CENTY ETF TR - US SML CP VALU

  —

  Quality

  $21.6M173,101 sh

• SCHWAB STRATEGIC TR - US BRD MKT ETF

  —

  Quality

  $20.1M694,982 sh

• SCHWAB STRATEGIC TR - INTL EQTY ETF

  —

  Quality

  $20.0M720,506 sh

• DIMENSIONAL ETF TRUST - US TARGETED VLU

  —

  Quality

  $19.3M276,118 sh

• AMERICAN CENTY ETF TR - AVANTIS EMGMKT

  —

  Quality

  $17.9M185,718 sh

• AMERICAN CENTY ETF TR - INTL SMCP VLU

  —

  Quality

  $15.2M147,027 sh
• 

  NVIDIA CORP

  $NVDA

  85.9

  Quality

  $11.6M57,978 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS - TOTAL STK MKT	—	$81.7M	220,794
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	—	$64.4M	1,092,189
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$31.2M	437,774
AMERICAN CENTY ETF TR - US SML CP VALU	—	$21.6M	173,101
SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$20.1M	694,982
SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$20.0M	720,506
DIMENSIONAL ETF TRUST - US TARGETED VLU	—	$19.3M	276,118
AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$17.9M	185,718
AMERICAN CENTY ETF TR - INTL SMCP VLU	—	$15.2M	147,027
NVIDIA CORP$NVDA	85.9	$11.6M	57,978

Showing top 10 of 70 holdings.

Full Holdings — LIBRA WEALTH LLC (Q2 2026)

All 70 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 - TOTAL STK MKT	$81.7M	20.9%	+1%	—
2	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	$64.4M	16.5%	+1%	—
3	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$31.2M	8.0%	-1%	—
4	—	AMERICAN CENTY ETF TR - US SML CP VALU	$21.6M	5.5%	-1%	—
5	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$20.1M	5.1%	-2%	—
6	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$20.0M	5.1%	-3%	—
7	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$19.3M	4.9%	-1%	—
8	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$17.9M	4.6%	-3%	—
9	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	$15.2M	3.9%	-1%	—
10	$NVDA	NVIDIA CORP	$11.6M	3.0%	+1%	85.9
11	—	VANGUARD WORLD FD - ESG US STK ETF	$7.1M	1.8%	-0%	—
12	$AAPL	Apple Inc.	$6.9M	1.8%	+5%	76.4
13	—	ISHARES TR - CORE S&P TTL STK	$6.7M	1.7%	-1%	—
14	$FBTC	Fidelity Wise Origin Bitcoin Fund	$5.4M	1.4%	+12%	—
15	$SPY	SPDR S&P 500 ETF TRUST	$5.0M	1.3%	+0%	—
16	—	SCHWAB STRATEGIC TR - INT-TRM U.S TRES	$4.8M	1.2%	-4%	—
17	$HOOD	Robinhood Markets, Inc.	$4.5M	1.1%	+0%	82.1
18	$MSFT	MICROSOFT CORP	$4.3M	1.1%	+4%	79.8
19	$NFLX	NETFLIX INC	$3.8M	1.0%	+0%	78.8
20	—	SPDR SERIES TRUST - ST INTER ETF	$3.0M	0.8%	+0%	—
21	$GOOGL	Alphabet Inc.	$2.9M	0.8%	+7%	78.2
22	$TSLA	Tesla, Inc.	$2.2M	0.6%	+5%	53.9
23	$QCOM	QUALCOMM INC/DE	$1.9M	0.5%	+0%	70.5
24	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$1.9M	0.5%	-9%	—
25	—	VANGUARD INDEX FDS - GROWTH ETF	$1.5M	0.4%	+500%	—
26	—	VANGUARD WORLD FD - ESG INTL STK ETF	$1.5M	0.4%	-2%	—
27	$GOOG	Alphabet Inc.	$1.2M	0.3%	+11%	78.2
28	—	VANGUARD INDEX FDS - VALUE ETF	$1.2M	0.3%	+0%	—
29	$AMAT	APPLIED MATERIALS INC /DE	$1.2M	0.3%	+2%	72.3
30	—	VANGUARD INDEX FDS - SMALL CP ETF	$1.2M	0.3%	+0%	—
31	$AMZN	AMAZON COM INC	$1.1M	0.3%	+10%	68.7
32	—	ISHARES TR - RUSSELL 2000 ETF	$1.1M	0.3%	-4%	—
33	—	VANGUARD INDEX FDS - MID CAP ETF	$862,744	0.2%	+300%	—
34	—	VANGUARD INDEX FDS - SM CP VAL ETF	$845,362	0.2%	+0%	—
35	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$801,730	0.2%	+1%	70
36	—	ISHARES TR - CORE S&P US GWT	$777,376	0.2%	+0%	—
37	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$752,554	0.2%	+0%	—
38	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$699,915	0.2%	+0%	—
39	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$692,696	0.2%	+0%	—
40	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$662,299	0.2%	+0%	—
41	$ABBV	AbbVie Inc.	$638,159	0.2%	+6%	72.6
42	—	ISHARES TR - ESG AW MSCI EAFE	$632,179	0.2%	+0%	—
43	$CDNS	CADENCE DESIGN SYSTEMS INC	$631,664	0.2%	+1%	72.6
44	$HD	HOME DEPOT, INC.	$627,770	0.2%	+2%	60.3
45	$ADI	ANALOG DEVICES INC	$608,067	0.2%	+2%	79.2
46	—	ISHARES TR - SHRT NAT MUN ETF	$606,773	0.2%	+0%	—
47	—	ISHARES TR - ESG AWR MSCI USA	$597,887	0.1%	+3%	—
48	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$594,491	0.1%	+0%	—
49	$CSCO	CISCO SYSTEMS, INC.	$496,973	0.1%	+3%	70.3
50	$QQQ	INVESCO QQQ TRUST, SERIES 1	$468,350	0.1%	-51%	—
51	—	VANGUARD STAR FDS - VG TL INTL STK F	$465,066	0.1%	+0%	—
52	$AXP	AMERICAN EXPRESS CO	$428,901	0.1%	+1%	69.4
53	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$390,332	0.1%	+1%	—
54	$BRK.B	BERKSHIRE HATHAWAY INC	$362,783	0.1%	+29%	73.8
55	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$362,220	0.1%	+0%	—
56	$DE	DEERE & CO	$354,590	0.1%	+1%	55.4
57	—	ISHARES TR - CORE MSCI TOTAL	$332,608	0.1%	+0%	—
58	$META	Meta Platforms, Inc.	$325,018	0.1%	+57%	79.6
59	$META	Meta Platforms, Inc.	$299,954	0.1%	+10%	79.6
60	$JNJ	JOHNSON & JOHNSON	$296,742	0.1%	+23%	69
61	$CAT	CATERPILLAR INC	$285,393	0.1%	NEW	66.5
62	$IVZ	Invesco Ltd.	$266,175	0.1%	+0%	—
63	$GLDM	World Gold Trust	$264,548	0.1%	NEW	—
64	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	$247,955	0.1%	+0%	—
65	—	SPDR SERIES TRUST - ST STR R2K LOWV	$230,222	0.1%	+0%	—
66	$PH	Parker-Hannifin Corp	$222,033	0.1%	NEW	65.8
67	—	ISHARES TR - RUS 1000 ETF	$220,311	0.1%	NEW	—
68	$AVGO	Broadcom Inc.	$219,473	0.1%	NEW	84.5
69	$COST	COSTCO WHOLESALE CORP /NEW	$211,416	0.1%	-10%	66.2
70	$GLW	CORNING INC /NY	$200,257	0.1%	NEW	73.7