Libra Wealth LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Libra Wealth LLC reported 70 stock positions worth $391.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 20.9% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 16.5%) and Vanguard Ftse Developed ETF (VEA, 8.0%). Compared with Q1 2026, it opened 6 new positions, sold out of 2, added to 28 and reduced 15. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +1%) and the biggest sale Avantis Intl S/C Value ETF (AVDV, shares −1%).

Most Recent 13F
Q2 2026
Location
LOS GATOS, CA
CIK
0001925385
Portfolio Value
$391.2M (Q2 2026)
SEC Filing
0001951757-26-001114 ↗ filed Aug 6, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $228.2M Q1 2024 Q2 2024: $231.0M Q2 2024 Q3 2024: $250.3M Q3 2024 Q4 2024: $257.2M Q4 2024 Q1 2025: $266.5M Q1 2025 Q2 2025: $305.8M Q2 2025 Q3 2025: $333.0M Q3 2025 Q4 2025: $357.4M Q4 2025 Q1 2026: $354.8M Q1 2026 Q2 2026: $391.2M $391.2M Q2 2026

Holdings 70 stocks · $391.2M
VTI VG Morningstar TS MKT ETF-US 20.88% 220,794 $81.7M Add +0.7%
VGIT Vanguard Intermediate-Term T 16.47% 1,092,189 $64.4M Add +0.6%
VEA Vanguard Ftse Developed ETF 7.97% 437,774 $31.2M Reduce -0.7%
AVUV Avantis US Small Cap Value 5.52% 173,101 $21.6M Reduce -0.5%
SCHB Schwab US Broad Market ETF 5.14% 694,982 $20.1M Reduce -2.4%
SCHF Schwab Intl Equity ETF 5.10% 720,506 $20.0M Reduce -3.3%
DFAT Dimensional US Target Value 4.93% 276,118 $19.3M Reduce -1.4%
AVEM Avantis Emerging Markets Eq 4.58% 185,718 $17.9M Reduce -3.2%
AVDV Avantis Intl S/C Value ETF 3.87% 147,027 $15.2M Reduce -1.3%
NVDA Nvidia Corp. 2.97% 57,978 $11.6M Add +0.6%
ESGV Vanguard ESG US Stock ETF 1.81% 53,482 $7.1M Reduce -0.1%
AAPL Apple Inc. 1.77% 23,936 $6.9M Add +4.7%
ITOT iShares Core S&P Total U.S. 1.71% 40,657 $6.7M Reduce -1.0%
FBTC Fidelity Wise Origin Bitcoin 1.38% 105,375 $5.4M Add +12.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.27% 6,678 $5.0M No change
SCHR Schwab Intermediate-Term US 1.22% 193,674 $4.8M Reduce -4.1%
HOOD Robinhood Markets Inc. Class A 1.15% 44,850 $4.5M Add +0.1%
MSFT Microsoft Corp. 1.10% 11,520 $4.3M Add +4.3%
NFLX Netflix Inc. 0.97% 52,886 $3.8M Add +0.3%
SPTI SS SPDR P Int Term TSY ETF 0.76% 104,269 $3.0M No change
GOOG Alphabet Inc. Class C 0.75% 8,319 $2.9M Add +7.2%
TSLA Tesla Inc. 0.57% 5,318 $2.2M Add +5.1%
QCOM Qualcomm Inc. 0.48% 10,214 $1.9M Add +0.4%
VOO Vanguard S&P 500 ETF 0.48% 2,742 $1.9M Reduce -9.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.39% 17,766 $1.5M No change
VSGX Vanguard ESG Intl Stock ETF 0.38% 18,065 $1.5M Reduce -2.3%
GOOGL Alphabet Inc. Class A 0.31% 3,440 $1.2M Add +11.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.31% 5,518 $1.2M No change
AMAT Applied Materials Inc. 0.30% 1,630 $1.2M Add +1.9%
VB Vanguard Most SM-Cap ETF-Usd 0.29% 3,797 $1.2M No change
AMZN Amazon.com Inc. 0.29% 4,701 $1.1M Add +9.7%
IWM iShares Russell 2000 ETF 0.28% 3,610 $1.1M Reduce -4.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.22% 10,708 $863K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.22% 3,479 $845K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 2,851 $802K Add +1.4%
IUSG iShares Core S&P U.S. Growth 0.20% 4,133 $777K No change
XLK SS Technology Select Sector 0.19% 3,950 $753K No change
VYM Vanguard High DVD Yield ETF 0.18% 4,429 $700K No change
VEU Vanguard Ftse All-World Ex-U 0.18% 8,271 $693K No change
VIG Vanguard Dividend Apprec ETF 0.17% 2,799 $662K No change
ABBV Abbvie Inc. 0.16% 2,536 $638K Add +6.3%
ESGD iShares Trust iShares ESG Aw 0.16% 6,149 $632K No change
CDNS Cadence Design SYS Inc. 0.16% 1,683 $632K Add +1.1%
HD Home Depot Inc. 0.16% 1,780 $628K Add +2.3%
ADI Analog Devices Inc. 0.16% 1,531 $608K Add +1.5%
SUB iShares Short-Term National 0.16% 5,699 $607K No change
ESGU iShares ESG Aware MSCI USA 0.15% 3,653 $598K Add +3.1%
VNQ Vanguard Real Estate ETF 0.15% 6,165 $594K No change
CSCO Cisco Systems Inc. 0.13% 4,231 $497K Add +3.1%
QQQ Invesco QQQ Trust Series 1 0.12% 636 $468K Reduce -50.9%
VXUS Vanguard Total Intl Stock 0.12% 5,440 $465K No change
AXP American Express Co. 0.11% 1,268 $429K Add +1.0%
VWO Vanguard Ftse Emerging Marke 0.10% 6,539 $390K Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.09% 725 $363K Add +29.2%
MDY State Street SPDR S&P Midcap 0.09% 515 $362K No change
DE Deere & Co. 0.09% 559 $355K Add +0.7%
IXUS iShares Core Intl Stock ETF 0.09% 3,485 $333K No change
META Meta Platforms Inc. Class A 0.08% 577 $325K Add +57.2%
BSV Vanguard Short-Term Bond ETF 0.08% 3,850 $300K Add +10.1%
JNJ Johnson & Johnson 0.08% 1,168 $297K Add +23.2%
CAT Caterpillar Inc. 0.07% 268 $285K New
RSP Invesco S&P 500 Equal Weight 0.07% 1,251 $266K No change
GLDM SPDR Gold Minishares Trust 0.07% 3,331 $265K New
VYMI Vanguard Int High DVD YLD Inc. 0.06% 2,525 $248K No change
SMLV SS SPDR US SC Low Vol Idx 0.06% 1,463 $230K No change
PH Parker Hannifin Corp. 0.06% 227 $222K New
IWB iShares Russell 1000 ETF 0.06% 538 $220K New
AVGO Broadcom Inc. 0.06% 581 $219K New
COST Costco Wholesale Corp. 0.05% 226 $211K Reduce -9.6%
GLW Corning Inc. 0.05% 784 $200K New

Portfolio Sells Q1 2026 → Q2 2026
AVDV Avantis Intl S/C Value ETF Reduce -1.3% 3.87% −0.32
SCHR Schwab Intermediate-Term US Reduce -4.1% 1.22% −0.20
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.10
SCHF Schwab Intl Equity ETF Reduce -3.3% 5.10% −0.10
QQQ Invesco QQQ Trust Series 1 Reduce -50.9% 0.12% −0.09
INTU Intuit Inc. Sold out 0.00% −0.07
VOO Vanguard S&P 500 ETF Reduce -9.0% 0.48% −0.03
COST Costco Wholesale Corp. Reduce -9.6% 0.05% −0.02
DFAT Dimensional US Target Value Reduce -1.4% 4.93% +0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -2.3% 0.38% +0.01
VEA Vanguard Ftse Developed ETF Reduce -0.7% 7.97% +0.01
IWM iShares Russell 2000 ETF Reduce -4.4% 0.28% +0.01
ITOT iShares Core S&P Total U.S. Reduce -1.0% 1.71% +0.06
AVUV Avantis US Small Cap Value Reduce -0.5% 5.52% +0.10
SCHB Schwab US Broad Market ETF Reduce -2.4% 5.14% +0.11
ESGV Vanguard ESG US Stock ETF Reduce -0.1% 1.81% +0.11
AVEM Avantis Emerging Markets Eq Reduce -3.2% 4.58% +0.23

Portfolio Buys Q1 2026 → Q2 2026
VTI VG Morningstar TS MKT ETF-US Add +0.7% 20.88% +1.06
HOOD Robinhood Markets Inc. Class A Add +0.1% 1.15% +0.27
AMAT Applied Materials Inc. Add +1.9% 0.30% +0.15
AAPL Apple Inc. Add +4.7% 1.77% +0.14
NVDA Nvidia Corp. Add +0.6% 2.97% +0.13
GOOG Alphabet Inc. Class C Add +7.2% 0.75% +0.12
QCOM Qualcomm Inc. Add +0.4% 0.48% +0.11
CAT Caterpillar Inc. New 0.07% +0.07
GLDM SPDR Gold Minishares Trust New 0.07% +0.07
GOOGL Alphabet Inc. Class A Add +11.0% 0.31% +0.06
PH Parker Hannifin Corp. New 0.06% +0.06
IWB iShares Russell 1000 ETF New 0.06% +0.06
AVGO Broadcom Inc. New 0.06% +0.06
GLW Corning Inc. New 0.05% +0.05
TSLA Tesla Inc. Add +5.1% 0.57% +0.04
CSCO Cisco Systems Inc. Add +3.1% 0.13% +0.04
AMZN Amazon.com Inc. Add +9.7% 0.29% +0.03
CDNS Cadence Design SYS Inc. Add +1.1% 0.16% +0.03
META Meta Platforms Inc. Class A Add +57.2% 0.08% +0.02
ADI Analog Devices Inc. Add +1.5% 0.16% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +29.2% 0.09% +0.02
ABBV Abbvie Inc. Add +6.3% 0.16% +0.02
IBM Intl Business Machines Corp. Add +1.4% 0.20% +0.01
ESGU iShares ESG Aware MSCI USA Add +3.1% 0.15% +0.01
JNJ Johnson & Johnson Add +23.2% 0.08% +0.01
AXP American Express Co. Add +1.0% 0.11% +0.00
DE Deere & Co. Add +0.7% 0.09% +0.00
VWO Vanguard Ftse Emerging Marke Add +0.8% 0.10% +0.00
BSV Vanguard Short-Term Bond ETF Add +10.1% 0.08% −0.00
HD Home Depot Inc. Add +2.3% 0.16% −0.00
MSFT Microsoft Corp. Add +4.3% 1.10% −0.05
FBTC Fidelity Wise Origin Bitcoin Add +12.4% 1.38% −0.18
NFLX Netflix Inc. Add +0.3% 0.97% −0.46
VGIT Vanguard Intermediate-Term T Add +0.6% 16.47% −1.76

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 70$391.2MVTI, VGIT, VEA, AVUV, SCHB
Q1 2026 66$354.8MVTI, VGIT, VEA, AVUV, SCHF
Q4 2025 67$357.4MVTI, VGIT, VEA, SCHB, SCHF
Q3 2025 68$333.0MVTI, VGIT, VEA, SCHB, SCHF
Q2 2025 69$305.8MVTI, VGIT, VEA, SCHB, SCHF
Q1 2025 63$266.5MVTI, VGIT, VEA, DFAT, SCHB
Q4 2024 53$257.2MVTI, VGIT, VEA, DFAT, SCHB
Q3 2024 57$250.3MVTI, VGIT, VEA, DFAT, SCHB
Q2 2024 53$231.0MVTI, VGIT, VEA, DFAT, SCHB
Q1 2024 55$228.2MVTI, VGIT, VEA, DFAT, SCHF