Investor
LIBRA WEALTH LLC
CIK 0001925385 · filed 2026-04-28 · SEC filing
13F book
$354.8M
Positions
66
2 new · 3 sold
Largest name
19.8%
Vanguard Index Fds
Est. mark
−$7.59M
Price effect on 64 names still held. Flow $4.99M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 219.3K | $70.3M | 19.8% | −$3.05M | Added−$492.6K |
| Vanguard Scottsdale Fds | — | 1.09M | $64.7M | 18.2% | −$400.8K | Added$1.47M |
| Vanguard Tax-Managed Fds | — | 440.9K | $28.3M | 8.0% | $686.2K | Added$1.63M |
| American Centy Etf Tr | — | 174K | $19.2M | 5.4% | $1.36M | Added$2.83M |
| Schwab Strategic Tr | — | 745.2K | $18.4M | 5.2% | $529.1K | Cut−$506.8K |
| Schwab Strategic Tr | — | 711.9K | $17.9M | 5.0% | −$804.5K | Cut−$1.42M |
| Dimensional Etf Trust | — | 280.1K | $17.5M | 4.9% | $815K | Cut−$322.1K |
| American Centy Etf Tr | — | 191.8K | $15.5M | 4.4% | $677.4K | Added$799.1K |
| American Centy Etf Tr | — | 148.9K | $14.9M | 4.2% | $838.1K | Added$1.5M |
| Nvidia Corp | NVDA | 57.7K | $10.1M | 2.8% | −$697.6K | Held |
| Vanguard World Fd | — | 53.5K | $6.01M | 1.7% | −$461.7K | Added−$417.7K |
| Ishares Tr | — | 41.1K | $5.85M | 1.6% | −$257.1K | Cut−$329.2K |
| Apple Inc. | AAPL | 22.9K | $5.8M | 1.6% | −$413K | Cut−$484.4K |
| Fidelity Wise Origin Bitcoin | — | 93.7K | $5.53M | 1.6% | −$1.33M | Added−$374.8K |
| Netflix Inc | NFLX | 52.8K | $5.07M | 1.4% | $126.1K | Held |
| Schwab Strategic Tr | — | 202K | $5.03M | 1.4% | −$34.3K | Held |
| Spdr S&P 500 Etf Tr | — | 6.68K | $4.34M | 1.2% | −$210.9K | Held |
| Microsoft Corp | MSFT | 11K | $4.09M | 1.2% | −$1.25M | Cut−$1.26M |
| Robinhood Mkts Inc | — | 44.8K | $3.1M | 0.9% | −$1.96M | Held |
| Spdr Series Trust | — | 104.3K | $2.99M | 0.8% | −$18.8K | Held |
| Alphabet Inc | — | 7.76K | $2.23M | 0.6% | −$209K | Held |
| Tesla, Inc. | TSLA | 5.06K | $1.88M | 0.5% | −$394.5K | Held |
| Vanguard Index Fds | — | 3.01K | $1.8M | 0.5% | −$89.1K | Cut−$123.6K |
| Vanguard World Fd | — | 18.5K | $1.33M | 0.4% | $2.03K | Cut−$4.77K |
| Qualcomm Inc | — | 10.2K | $1.31M | 0.4% | −$429.9K | Held |
| Vanguard Growth Etf | — | 2.96K | $1.29M | 0.4% | −$151.2K | Held |
| Vanguard Index Fds | — | 5.52K | $1.08M | 0.3% | $28.7K | Held |
| Vanguard Index Fds | — | 3.8K | $994.5K | 0.3% | $15.1K | Cut−$9.69K |
| Ishares Tr | — | 3.77K | $936.2K | 0.3% | $6.95K | Held |
| Amazon Com Inc | AMZN | 4.29K | $892.4K | 0.3% | −$96.6K | Cut−$160.8K |
| Alphabet Inc | — | 3.1K | $891.4K | 0.3% | −$78.9K | Held |
| Vanguard Index Fds | — | 2.68K | $768.8K | 0.2% | −$8.14K | Held |
| Vanguard Index Fds | — | 3.48K | $755.8K | 0.2% | $19K | Cut−$12.3K |
| Invesco Qqq Tr | — | 1.29K | $746.9K | 0.2% | −$48K | Cut−$58.5K |
| International Business Machs | — | 2.81K | $681.6K | 0.2% | −$151.3K | Held |
| Vanguard Whitehall Fds | — | 4.43K | $655.9K | 0.2% | $20.3K | Cut$10.7K |
| Ishares Tr | — | 4.13K | $641.1K | 0.2% | −$53K | Held |
| Vanguard Intl Equity Index F | — | 8.27K | $621.2K | 0.2% | $12.7K | Held |
| Ishares Tr | — | 5.7K | $606.9K | 0.2% | −$1.14K | Held |
| Vanguard Specialized Funds | — | 2.8K | $602K | 0.2% | −$13.2K | Held |
| Ishares Tr | — | 6.15K | $588K | 0.2% | $3.26K | Held |
| Home Depot, Inc. | HD | 1.74K | $572.3K | 0.2% | −$26.5K | Held |
| Applied Matls Inc | — | 1.6K | $546.9K | 0.2% | $135.7K | Held |
| Vanguard Index Fds | — | 6.17K | $546.8K | 0.2% | $1.3K | Held |
| Select Sector Spdr Tr | — | 3.95K | $525K | 0.1% | −$43.7K | Held |
| AbbVie Inc. | ABBV | 2.39K | $518.9K | 0.1% | −$26.2K | Held |
| Ishares Tr | — | 3.54K | $501.2K | 0.1% | −$26.8K | Held |
| Analog Devices Inc | ADI | 1.51K | $479.8K | 0.1% | $70.8K | Held |
| Cadence Design System Inc | — | 1.67K | $462.7K | 0.1% | −$57.8K | Held |
| Vanguard Star Fds | — | 5.44K | $419.5K | 0.1% | $9.08K | Held |
| American Express Co | AXP | 1.25K | $379.6K | 0.1% | −$84.7K | Held |
| Vanguard Intl Equity Index F | — | 6.49K | $350.7K | 0.1% | $1.88K | Cut−$43.5K |
| Vanguard Charlotte Fds | — | 7.24K | $347.7K | 0.1% | −$1.95K | Held |
| Cisco Sys Inc | — | 4.1K | $318.4K | 0.1% | $2.29K | Added$3.92K |
| Spdr S&P Midcap 400 Etf Tr | — | 515 | $317.6K | 0.1% | $6.94K | Held |
| Deere & Co | DE | 555 | $312.6K | 0.1% | $54.2K | Held |
| Ishares Tr | — | 3.48K | $301.9K | 0.1% | $6.97K | Held |
| Vanguard Bd Index Fds | — | 3.5K | $274.1K | 0.1% | −$1.04K | Added$68.5K |
| Berkshire Hathaway Inc Del | — | 561 | $268.8K | 0.1% | −$13.2K | Cut−$83K |
| Costco Whsl Corp New | — | 250 | $249.1K | 0.1% | $33.5K | Cut−$15.6K |
| Invesco Exchange Traded Fd T | — | 1.25K | $240.1K | 0.1% | $450 | Held |
| Intuit Inc. | INTU | 554 | $239.5K | 0.1% | −$127K | Added−$126.1K |
| Vanguard Whitehall Fds | — | 2.52K | $238K | 0.1% | $10.7K | Held |
| Johnson & Johnson | JNJ | 948 | $231.8K | 0.1% | — | New |
| Meta Platforms, Inc. | META | 367 | $210K | 0.1% | −$32.3K | Cut−$84.4K |
| Spdr Series Trust | — | 1.46K | $200.5K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.