Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $81.7M | 20.9% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $64.4M | 16.5% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $31.2M | 8.0% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $21.6M | 5.5% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $20.1M | 5.1% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $20M | 5.1% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $19.3M | 4.9% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $17.9M | 4.6% |
| American Centy ETF TRINTL SMCP VLU | INTL SMCP VLU | $15.2M | 3.9% |
| Nvidia CorporationCOM | COM | $11.6M | 3.0% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $7.07M | 1.8% |
| Apple Inc.COM | COM | $6.93M | 1.8% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $6.68M | 1.7% |
| Fidelity Wise Origin BitcoinSHS | SHS | $5.38M | 1.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $4.99M | 1.3% |
| Schwab Strategic TRINT-TRM U.S TRES | INT-TRM U.S TRES | $4.78M | 1.2% |
| Robinhood Mkts Inc.COM CL A | COM CL A | $4.5M | 1.1% |
| Microsoft Corp.COM | COM | $4.3M | 1.1% |
| Netflix Inc..COM | COM | $3.78M | 1.0% |
| SPDR Series TrustST INTER ETF | ST INTER ETF | $2.96M | 0.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.94M | 0.8% |
| Tesla Inc.COM | COM | $2.24M | 0.6% |
| Qualcomm Inc.COM | COM | $1.89M | 0.5% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.88M | 0.5% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $1.53M | 0.4% |
| Vanguard World FDESG INTL STK ETF | ESG INTL STK ETF | $1.49M | 0.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.23M | 0.3% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $1.2M | 0.3% |
| Applied Matls Inc.COM | COM | $1.18M | 0.3% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $1.15M | 0.3% |
| Amazon Com Inc.COM | COM | $1.12M | 0.3% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $1.08M | 0.3% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $863K | 0.2% |
| Vanguard Index FdsSM CP VAL ETF | SM CP VAL ETF | $845K | 0.2% |
| International Business MachsCOM | COM | $802K | 0.2% |
| iShares TRCORE S&P US GWT | CORE S&P US GWT | $777K | 0.2% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $753K | 0.2% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $700K | 0.2% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $693K | 0.2% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $662K | 0.2% |
| Abbvie Inc.COM | COM | $638K | 0.2% |
| iShares TRESG AW MSCI EAFE | ESG AW MSCI EAFE | $632K | 0.2% |
| Cadence Design System Inc.COM | COM | $632K | 0.2% |
| Home Depot Inc.COM | COM | $628K | 0.2% |
| Analog Devices Inc.COM | COM | $608K | 0.2% |
| iShares TRSHRT NAT MUN ETF | SHRT NAT MUN ETF | $607K | 0.2% |
| iShares TRESG AWR MSCI USA | ESG AWR MSCI USA | $598K | 0.2% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $594K | 0.2% |
| Cisco Sys Inc.COM | COM | $497K | 0.1% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $468K | 0.1% |
Vanguard Index FdsTOTAL STK MKT$81.7M
- Class
- TOTAL STK MKT
- Share
- 20.9%
Vanguard Scottsdale FdsINTER TERM TREAS$64.4M
- Class
- INTER TERM TREAS
- Share
- 16.5%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$31.2M
- Class
- VAN FTSE DEV MKT
- Share
- 8.0%
American Centy ETF TRUS SML CP VALU$21.6M
- Class
- US SML CP VALU
- Share
- 5.5%
Schwab Strategic TRUS BRD MKT ETF$20.1M
- Class
- US BRD MKT ETF
- Share
- 5.1%
Schwab Strategic TRINTL EQTY ETF$20M
- Class
- INTL EQTY ETF
- Share
- 5.1%
Dimensional ETF TrustUS TARGETED VLU$19.3M
- Class
- US TARGETED VLU
- Share
- 4.9%
American Centy ETF TRAVANTIS EMGMKT$17.9M
- Class
- AVANTIS EMGMKT
- Share
- 4.6%
American Centy ETF TRINTL SMCP VLU$15.2M
- Class
- INTL SMCP VLU
- Share
- 3.9%
Nvidia CorporationCOM$11.6M
- Class
- COM
- Share
- 3.0%
Vanguard World FDESG US STK ETF$7.07M
- Class
- ESG US STK ETF
- Share
- 1.8%
Apple Inc.COM$6.93M
- Class
- COM
- Share
- 1.8%
iShares TRCORE S&P TTL STK$6.68M
- Class
- CORE S&P TTL STK
- Share
- 1.7%
Fidelity Wise Origin BitcoinSHS$5.38M
- Class
- SHS
- Share
- 1.4%
State Str SPDR S&P 500 ETF TTR UNIT$4.99M
- Class
- TR UNIT
- Share
- 1.3%
Schwab Strategic TRINT-TRM U.S TRES$4.78M
- Class
- INT-TRM U.S TRES
- Share
- 1.2%
Robinhood Mkts Inc.COM CL A$4.5M
- Class
- COM CL A
- Share
- 1.1%
Microsoft Corp.COM$4.3M
- Class
- COM
- Share
- 1.1%
Netflix Inc..COM$3.78M
- Class
- COM
- Share
- 1.0%
SPDR Series TrustST INTER ETF$2.96M
- Class
- ST INTER ETF
- Share
- 0.8%
Alphabet Inc.CAP STK CL C$2.94M
- Class
- CAP STK CL C
- Share
- 0.8%
Tesla Inc.COM$2.24M
- Class
- COM
- Share
- 0.6%
Qualcomm Inc.COM$1.89M
- Class
- COM
- Share
- 0.5%
Vanguard Index FdsS&P 500 ETF SHS$1.88M
- Class
- S&P 500 ETF SHS
- Share
- 0.5%
Vanguard Index FdsGROWTH ETF$1.53M
- Class
- GROWTH ETF
- Share
- 0.4%
Vanguard World FDESG INTL STK ETF$1.49M
- Class
- ESG INTL STK ETF
- Share
- 0.4%
Alphabet Inc.CAP STK CL A$1.23M
- Class
- CAP STK CL A
- Share
- 0.3%
Vanguard Index FdsVALUE ETF$1.2M
- Class
- VALUE ETF
- Share
- 0.3%
Applied Matls Inc.COM$1.18M
- Class
- COM
- Share
- 0.3%
Vanguard Index FdsSMALL CP ETF$1.15M
- Class
- SMALL CP ETF
- Share
- 0.3%
Amazon Com Inc.COM$1.12M
- Class
- COM
- Share
- 0.3%
iShares TRRUSSELL 2000 ETF$1.08M
- Class
- RUSSELL 2000 ETF
- Share
- 0.3%
Vanguard Index FdsMID CAP ETF$863K
- Class
- MID CAP ETF
- Share
- 0.2%
Vanguard Index FdsSM CP VAL ETF$845K
- Class
- SM CP VAL ETF
- Share
- 0.2%
International Business MachsCOM$802K
- Class
- COM
- Share
- 0.2%
iShares TRCORE S&P US GWT$777K
- Class
- CORE S&P US GWT
- Share
- 0.2%
Select Sector SPDR TRST STR TECHN ETF$753K
- Class
- ST STR TECHN ETF
- Share
- 0.2%
Vanguard Whitehall FdsHIGH DIV YLD$700K
- Class
- HIGH DIV YLD
- Share
- 0.2%
Vanguard Intl Equity Index FALLWRLD EX US$693K
- Class
- ALLWRLD EX US
- Share
- 0.2%
Vanguard Specialized FundsDIV APP ETF$662K
- Class
- DIV APP ETF
- Share
- 0.2%
Abbvie Inc.COM$638K
- Class
- COM
- Share
- 0.2%
iShares TRESG AW MSCI EAFE$632K
- Class
- ESG AW MSCI EAFE
- Share
- 0.2%
Cadence Design System Inc.COM$632K
- Class
- COM
- Share
- 0.2%
Home Depot Inc.COM$628K
- Class
- COM
- Share
- 0.2%
Analog Devices Inc.COM$608K
- Class
- COM
- Share
- 0.2%
iShares TRSHRT NAT MUN ETF$607K
- Class
- SHRT NAT MUN ETF
- Share
- 0.2%
iShares TRESG AWR MSCI USA$598K
- Class
- ESG AWR MSCI USA
- Share
- 0.2%
Vanguard Index FdsREAL ESTATE ETF$594K
- Class
- REAL ESTATE ETF
- Share
- 0.2%
Cisco Sys Inc.COM$497K
- Class
- COM
- Share
- 0.1%
Invesco Qqq TRUNIT SER 1$468K
- Class
- UNIT SER 1
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 70 positions by value, with holdings of the same security combined. The 70 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1925385
- File number
- 028-22432
- Options
- 0 call, 0 put
- In the 25 largest
- 93.2%
- Prior quarter
- $355M at 31 March 2026
- Positions opened
- 6
- Positions closed
- 2
Common questions
What are Libra Wealth’s 13F holdings worth?
$391 million across 70 positions for the quarter ended 30 June 2026.
What is Libra Wealth’s largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $81.7 million, or 20.9% of reported 13F value, as of 30 June 2026.
How concentrated is Libra Wealth’s 13F portfolio?
The ten largest positions accounted for 77.4% of reported value and the twenty-five largest for 93.2%, across 70 positions as of 30 June 2026.
Does Form 13F show everything Libra Wealth manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Libra Wealth file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.