Libra Wealth LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Libra Wealth LLC reported 69 stock positions worth $305.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 19.4% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 18.0%) and Vanguard Ftse Developed ETF (VEA, 6.9%). Compared with Q1 2025, it opened 9 new positions, sold out of 3, added to 33 and reduced 11. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +29%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- LOS GATOS, CA
- CIK
- 0001925385
- Portfolio Value
- $305.8M (Q2 2025)
- SEC Filing
- 0001951757-25-000962 ↗ filed Jul 25, 2025
Holdings Value
Holdings 69 stocks · $305.8M
| VTI VG Morningstar TS MKT ETF-US | 19.45% | 195,687 | $59.5M | Reduce -2.8% |
| VGIT Vanguard Intermediate-Term T | 17.98% | 919,122 | $55.0M | Add +4.0% |
| VEA Vanguard Ftse Developed ETF | 6.88% | 368,965 | $21.0M | Reduce -15.1% |
| SCHB Schwab US Broad Market ETF | 5.93% | 761,428 | $18.1M | Add +29.4% |
| SCHF Schwab Intl Equity ETF | 5.92% | 818,515 | $18.1M | Add +29.4% |
| DFAT Dimensional US Target Value | 5.50% | 311,986 | $16.8M | Add +19.4% |
| AVEM Avantis Emerging Markets Eq | 3.38% | 150,820 | $10.3M | Reduce -13.7% |
| AVUV Avantis US Small Cap Value | 3.28% | 110,133 | $10.0M | Reduce -6.3% |
| AVDV Avantis Intl S/C Value ETF | 2.95% | 113,805 | $9.0M | Add +0.3% |
| NVDA Nvidia Corp. | 2.94% | 56,966 | $9.0M | Add +1.1% |
| AAPL Apple Inc. | 2.56% | 39,140 | $7.8M | Add +56.1% |
| NFLX Netflix Inc. | 2.32% | 5,292 | $7.1M | Add +1.1% |
| ESGV Vanguard ESG US Stock ETF | 2.04% | 56,836 | $6.2M | Reduce -5.2% |
| ITOT iShares Core S&P Total U.S. | 1.83% | 41,492 | $5.6M | Add +1.4% |
| MSFT Microsoft Corp. | 1.83% | 11,258 | $5.6M | Add +3.8% |
| SCHR Schwab Intermediate-Term US | 1.66% | 202,443 | $5.1M | Reduce -4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.41% | 6,999 | $4.3M | Add +22.7% |
| FBTC Fidelity Wise Origin Bitcoin | 1.28% | 41,539 | $3.9M | Add +51.1% |
| SPTI SS SPDR P Int Term TSY ETF | 0.99% | 105,345 | $3.0M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 0.53% | 2,870 | $1.6M | Add +0.7% |
| QCOM Qualcomm Inc. | 0.53% | 10,170 | $1.6M | No change |
| TSLA Tesla Inc. | 0.53% | 5,060 | $1.6M | Reduce -1.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.43% | 20,261 | $1.3M | Reduce -11.7% |
| GOOG Alphabet Inc. Class C | 0.39% | 6,771 | $1.2M | Add +10.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 2,739 | $1.2M | No change |
| AMZN Amazon.com Inc. | 0.35% | 4,911 | $1.1M | Add +14.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 5,398 | $954K | Add +67.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 3,844 | $911K | Add +4.2% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 0.29% | 73,133 | $880K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 2,812 | $829K | Add +2.9% |
| IWM iShares Russell 2000 ETF | 0.27% | 3,775 | $815K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 2,557 | $716K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 3,627 | $707K | Add +0.0% |
| HD Home Depot Inc. | 0.21% | 1,770 | $649K | Add +4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 1,172 | $647K | Add +7.7% |
| IUSG iShares Core S&P U.S. Growth | 0.20% | 4,133 | $622K | New |
| SUB iShares Short-Term National | 0.20% | 5,699 | $606K | No change |
| VYM Vanguard High DVD Yield ETF | 0.20% | 4,496 | $599K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 2,799 | $573K | No change |
| GOOGL Alphabet Inc. Class A | 0.19% | 3,250 | $573K | Add +4.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.18% | 8,271 | $556K | New |
| VNQ Vanguard Real Estate ETF | 0.18% | 6,165 | $549K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.18% | 6,149 | $549K | Add +29.1% |
| TEAM Atlassian Corp. Class A | 0.18% | 2,636 | $535K | No change |
| XLK SS Technology Select Sector | 0.16% | 1,975 | $500K | Add +97.5% |
| ESGU iShares ESG Aware MSCI USA | 0.16% | 3,544 | $480K | New |
| ABBV Abbvie Inc. | 0.15% | 2,492 | $463K | Add +3.1% |
| META Meta Platforms Inc. Class A | 0.15% | 615 | $454K | Add +27.9% |
| INTU Intuit Inc. | 0.15% | 573 | $451K | Add +4.8% |
| COST Costco Wholesale Corp. | 0.13% | 410 | $406K | Add +5.7% |
| ADI Analog Devices Inc. | 0.13% | 1,703 | $405K | Add +0.6% |
| AXP American Express Co. | 0.13% | 1,255 | $400K | Add +0.8% |
| IWY iShares Russell Top 200 Grow | 0.12% | 1,525 | $376K | New |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 7,333 | $363K | Add +14.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.12% | 7,236 | $358K | Reduce -16.2% |
| VXUS Vanguard Total Intl Stock | 0.12% | 5,118 | $354K | No change |
| CRM Salesforce Inc. | 0.11% | 1,208 | $329K | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.10% | 4,344 | $301K | Add +9.5% |
| AMAT Applied Materials Inc. | 0.10% | 1,600 | $293K | No change |
| MDY State Street SPDR S&P Midcap | 0.10% | 515 | $292K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 590 | $287K | Add +12.6% |
| DE Deere & Co. | 0.09% | 555 | $282K | No change |
| IXUS iShares Core Intl Stock ETF | 0.09% | 3,485 | $269K | No change |
| MUB iShares National Muni Bond E | 0.09% | 2,574 | $269K | New |
| CNXC Concentrix Corp. | 0.08% | 4,584 | $242K | New |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 1,251 | $227K | New |
| SCHD Schwab US DVD Equity ETF | 0.07% | 8,526 | $226K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.07% | 2,525 | $202K | New |
| CHPT Chargepoint Holdings Inc. | 0.01% | 50,000 | $35K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VEA Vanguard Ftse Developed ETF | Reduce -15.1% | 6.88% | −1.41 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.8% | 19.45% | −1.31 |
| AVEM Avantis Emerging Markets Eq | Reduce -13.7% | 3.38% | −0.57 |
| AVUV Avantis US Small Cap Value | Reduce -6.3% | 3.28% | −0.56 |
| SCHR Schwab Intermediate-Term US | Reduce -4.6% | 1.66% | −0.32 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -2.8% | 0.99% | −0.17 |
| ESGV Vanguard ESG US Stock ETF | Reduce -5.2% | 2.04% | −0.17 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.12 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.08 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.08 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -11.7% | 0.43% | −0.07 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -16.2% | 0.12% | −0.04 |
| CRM Salesforce Inc. | Reduce -1.2% | 0.11% | −0.02 |
| TSLA Tesla Inc. | Reduce -1.7% | 0.53% | +0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHF Schwab Intl Equity ETF | Add +29.4% | 5.92% | +1.22 |
| SCHB Schwab US Broad Market ETF | Add +29.4% | 5.93% | +1.18 |
| NVDA Nvidia Corp. | Add +1.1% | 2.94% | +0.65 |
| FBTC Fidelity Wise Origin Bitcoin | Add +51.1% | 1.28% | +0.53 |
| NFLX Netflix Inc. | Add +1.1% | 2.32% | +0.49 |
| AAPL Apple Inc. | Add +56.1% | 2.56% | +0.47 |
| DFAT Dimensional US Target Value | Add +19.4% | 5.50% | +0.46 |
| MSFT Microsoft Corp. | Add +3.8% | 1.83% | +0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.7% | 1.41% | +0.22 |
| IUSG iShares Core S&P U.S. Growth | New | 0.20% | +0.20 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.18% | +0.18 |
| ESGU iShares ESG Aware MSCI USA | New | 0.16% | +0.16 |
| IWY iShares Russell Top 200 Grow | New | 0.12% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +67.6% | 0.31% | +0.10 |
| MUB iShares National Muni Bond E | New | 0.09% | +0.09 |
| XLK SS Technology Select Sector | Add +97.5% | 0.16% | +0.09 |
| CNXC Concentrix Corp. | New | 0.08% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | New | 0.07% | +0.07 |
| SCHD Schwab US DVD Equity ETF | New | 0.07% | +0.07 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +14.3% | 0.35% | +0.05 |
| META Meta Platforms Inc. Class A | Add +27.9% | 0.15% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +10.4% | 0.39% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | Add +29.1% | 0.18% | +0.03 |
| INTU Intuit Inc. | Add +4.8% | 0.15% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.7% | 0.21% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.9% | 0.27% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +14.3% | 0.12% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 0.19% | +0.01 |
| CSCO Cisco Systems Inc. | Add +9.5% | 0.10% | +0.01 |
| AXP American Express Co. | Add +0.8% | 0.13% | +0.01 |
| ADI Analog Devices Inc. | Add +0.6% | 0.13% | +0.00 |
| COST Costco Wholesale Corp. | Add +5.7% | 0.13% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.2% | 0.30% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.6% | 0.09% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.7% | 0.53% | −0.02 |
| AVDV Avantis Intl S/C Value ETF | Add +0.3% | 2.95% | −0.02 |
| HD Home Depot Inc. | Add +4.3% | 0.21% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.0% | 0.23% | −0.02 |
| ABBV Abbvie Inc. | Add +3.1% | 0.15% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Add +1.4% | 1.83% | −0.04 |
| VGIT Vanguard Intermediate-Term T | Add +4.0% | 17.98% | −1.71 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $391.2M | VTI, VGIT, VEA, AVUV, SCHB |
| Q1 2026 | 66 | $354.8M | VTI, VGIT, VEA, AVUV, SCHF |
| Q4 2025 | 67 | $357.4M | VTI, VGIT, VEA, SCHB, SCHF |
| Q3 2025 | 68 | $333.0M | VTI, VGIT, VEA, SCHB, SCHF |
| Q2 2025 | 69 | $305.8M | VTI, VGIT, VEA, SCHB, SCHF |
| Q1 2025 | 63 | $266.5M | VTI, VGIT, VEA, DFAT, SCHB |
| Q4 2024 | 53 | $257.2M | VTI, VGIT, VEA, DFAT, SCHB |
| Q3 2024 | 57 | $250.3M | VTI, VGIT, VEA, DFAT, SCHB |
| Q2 2024 | 53 | $231.0M | VTI, VGIT, VEA, DFAT, SCHB |
| Q1 2024 | 55 | $228.2M | VTI, VGIT, VEA, DFAT, SCHF |