Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

LIBRA WEALTH LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

LIBRA WEALTH LLC (CIK 1925385) reported $354.8M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($70.3M, 19.82%), VGIT ($64.7M, 18.23%), VEA ($28.3M, 7.96%), AVUV ($19.2M, 5.42%), SCHF ($18.4M, 5.20%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$70.3M19.82%219,258Added
2VGITVANGUARD SCOTTSDALE FDS$64.7M18.23%1.1MAdded
3VEAVANGUARD TAX-MANAGED FDS$28.3M7.96%440,860Added
4AVUVAMERICAN CENTY ETF TR$19.2M5.42%174,008Added
5SCHFSCHWAB STRATEGIC TR$18.4M5.20%745,202Trimmed
6SCHBSCHWAB STRATEGIC TR$17.9M5.04%711,919Trimmed
7DFATDIMENSIONAL ETF TRUST$17.5M4.93%280,077Trimmed
8AVEMAMERICAN CENTY ETF TR$15.5M4.35%191,780Added
9AVDVAMERICAN CENTY ETF TR$14.9M4.19%148,916Added
10NVDANVIDIA CORPORATION$10.1M2.83%57,656Hold
11ESGVVANGUARD WORLD FD$6.0M1.69%53,524Added
12ITOTISHARES TR$5.8M1.65%41,069Trimmed
13AAPLAPPLE INC$5.8M1.63%22,853Trimmed
14FBTCFIDELITY WISE ORIGIN BITCOIN$5.5M1.56%93,717Added
15NFLXNETFLIX INC.$5.1M1.43%52,750Hold
16SCHRSCHWAB STRATEGIC TR$5.0M1.42%202,043Hold
17SPYSTATE STR SPDR S&P 500 ETF T$4.3M1.22%6,678Hold
18MSFTMICROSOFT CORP$4.1M1.15%11,047Trimmed
19HOODROBINHOOD MKTS INC$3.1M0.87%44,791Hold
20SPTISPDR SERIES TRUST$3.0M0.84%104,269Hold
21GOOGALPHABET INC$2.2M0.63%7,758Hold
22TSLATESLA INC$1.9M0.53%5,060Hold
23VOOVANGUARD INDEX FDS$1.8M0.51%3,012Trimmed
24VSGXVANGUARD WORLD FD$1.3M0.37%18,486Trimmed
25QCOMQUALCOMM INC$1.3M0.37%10,170Hold

Source: SEC Form 13F filings · as of 2026-03-31