Libra Wealth LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Libra Wealth LLC reported 67 stock positions worth $357.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 19.8% of the portfolio, followed by Vanguard Intermediate-Term T (VGIT, 17.7%) and Vanguard Ftse Developed ETF (VEA, 7.4%). Compared with Q3 2025, it opened 4 new positions, sold out of 5, added to 15 and reduced 16. The biggest buy was a new position in Robinhood Markets Class A (HOOD) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −2%).

Most Recent 13F
Q2 2026
Location
LOS GATOS, CA
CIK
0001925385
Portfolio Value
$357.4M (Q4 2025)
SEC Filing
0001951757-26-000322 ↗ filed Jan 28, 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 $357.4M Q4 2025 Q1 2026: $354.8M Q1 2026 Q2 2026: $391.2M Q2 2026

Holdings 67 stocks · $357.4M
VTI VG Morningstar TS MKT ETF-US 19.82% 211,271 $70.8M Add +5.3%
VGIT Vanguard Intermediate-Term T 17.68% 1,054,707 $63.2M Add +7.7%
VEA Vanguard Ftse Developed ETF 7.45% 426,184 $26.6M Add +7.2%
SCHB Schwab US Broad Market ETF 5.40% 735,499 $19.3M Reduce -2.4%
SCHF Schwab Intl Equity ETF 5.30% 788,292 $19.0M Reduce -1.0%
DFAT Dimensional US Target Value 4.98% 299,176 $17.8M Reduce -0.4%
AVUV Avantis US Small Cap Value 4.59% 160,720 $16.4M Add +19.6%
AVEM Avantis Emerging Markets Eq 4.10% 190,269 $14.7M Add +12.5%
AVDV Avantis Intl S/C Value ETF 3.74% 142,285 $13.4M Add +11.8%
NVDA Nvidia Corp. 3.01% 57,656 $10.8M Add +1.6%
ESGV Vanguard ESG US Stock ETF 1.80% 53,132 $6.4M Reduce -6.1%
AAPL Apple Inc. 1.76% 23,116 $6.3M Reduce -3.4%
ITOT iShares Core S&P Total U.S. 1.73% 41,554 $6.2M Reduce -0.1%
FBTC Fidelity Wise Origin Bitcoin 1.65% 77,488 $5.9M Add +53.6%
MSFT Microsoft Corp. 1.50% 11,068 $5.4M Add +0.5%
SCHR Schwab Intermediate-Term US 1.42% 202,043 $5.1M Reduce -0.1%
HOOD Robinhood Markets Inc. Class A 1.42% 44,791 $5.1M New
NFLX Netflix Inc. 1.38% 52,750 $4.9M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.27% 6,678 $4.6M No change
SPTI SS SPDR P Int Term TSY ETF 0.84% 104,269 $3.0M No change
GOOG Alphabet Inc. Class C 0.68% 7,758 $2.4M Add +14.6%
TSLA Tesla Inc. 0.64% 5,060 $2.3M No change
VOO Vanguard S&P 500 ETF 0.54% 3,067 $1.9M Add +6.9%
QCOM Qualcomm Inc. 0.49% 10,170 $1.7M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.40% 2,961 $1.4M Add +8.1%
VSGX Vanguard ESG Intl Stock ETF 0.37% 18,581 $1.3M Reduce -6.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.29% 5,518 $1.1M Add +2.2%
AMZN Amazon.com Inc. 0.29% 4,563 $1.1M Reduce -0.9%
VB Vanguard Most SM-Cap ETF-Usd 0.28% 3,893 $1.0M No change
GOOGL Alphabet Inc. Class A 0.27% 3,100 $970K No change
IWM iShares Russell 2000 ETF 0.26% 3,775 $929K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 2,812 $833K No change
QQQ Invesco QQQ Trust Series 1 0.23% 1,311 $805K Add +0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.22% 2,677 $777K Add +4.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.21% 3,627 $768K No change
IUSG iShares Core S&P U.S. Growth 0.19% 4,133 $694K No change
VYM Vanguard High DVD Yield ETF 0.18% 4,496 $645K No change
VIG Vanguard Dividend Apprec ETF 0.17% 2,799 $615K No change
VEU Vanguard Ftse All-World Ex-U 0.17% 8,271 $608K No change
SUB iShares Short-Term National 0.17% 5,699 $608K No change
HD Home Depot Inc. 0.17% 1,740 $599K No change
ESGD iShares Trust iShares ESG Aw 0.16% 6,149 $585K No change
XLK SS Technology Select Sector 0.16% 3,950 $569K No change
VNQ Vanguard Real Estate ETF 0.15% 6,165 $546K No change
ABBV Abbvie Inc. 0.15% 2,386 $545K Reduce -4.3%
ESGU iShares ESG Aware MSCI USA 0.15% 3,544 $528K No change
CDNS Cadence Design SYS Inc. 0.15% 1,665 $520K New
AXP American Express Co. 0.13% 1,255 $464K No change
AMAT Applied Materials Inc. 0.12% 1,600 $411K No change
VXUS Vanguard Total Intl Stock 0.11% 5,440 $410K No change
ADI Analog Devices Inc. 0.11% 1,508 $409K Reduce -10.9%
VWO Vanguard Ftse Emerging Marke 0.11% 7,333 $394K No change
INTU Intuit Inc. 0.10% 552 $366K No change
TEAM Atlassian Corp. Class A 0.10% 2,189 $355K Reduce -13.2%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 700 $352K Reduce -1.3%
BNDX Vanguard Total Intl Bond ETF 0.10% 7,236 $350K No change
CSCO Cisco Systems Inc. 0.09% 4,083 $315K No change
MDY State Street SPDR S&P Midcap 0.09% 515 $311K No change
IXUS iShares Core Intl Stock ETF 0.08% 3,485 $295K No change
META Meta Platforms Inc. Class A 0.08% 446 $294K Reduce -27.0%
COST Costco Wholesale Corp. 0.07% 307 $265K Reduce -11.5%
DE Deere & Co. 0.07% 555 $258K No change
CRM Salesforce Inc. 0.07% 908 $241K Reduce -22.2%
RSP Invesco S&P 500 Equal Weight 0.07% 1,251 $240K No change
VYMI Vanguard Int High DVD YLD Inc. 0.06% 2,525 $227K No change
BSV Vanguard Short-Term Bond ETF 0.06% 2,609 $206K New
IWB iShares Russell 1000 ETF 0.06% 538 $201K New

Portfolio Sells Q3 2025 → Q4 2025
SCHB Schwab US Broad Market ETF Reduce -2.4% 5.40% −0.42
HAPN Happen Inc. Sold out 0.00% −0.33
DFAT Dimensional US Target Value Reduce -0.4% 4.98% −0.27
SCHF Schwab Intl Equity ETF Reduce -1.0% 5.30% −0.26
ESGV Vanguard ESG US Stock ETF Reduce -6.1% 1.80% −0.21
IWY iShares Russell Top 200 Grow Sold out 0.00% −0.13
SCHR Schwab Intermediate-Term US Reduce -0.1% 1.42% −0.11
ITOT iShares Core S&P Total U.S. Reduce -0.1% 1.73% −0.09
MUB iShares National Muni Bond E Sold out 0.00% −0.07
AAPL Apple Inc. Reduce -3.4% 1.76% −0.07
SCHD Schwab US DVD Equity ETF Sold out 0.00% −0.07
CNXC Concentrix Corp. Sold out 0.00% −0.06
META Meta Platforms Inc. Class A Reduce -27.0% 0.08% −0.05
VSGX Vanguard ESG Intl Stock ETF Reduce -6.2% 0.37% −0.04
COST Costco Wholesale Corp. Reduce -11.5% 0.07% −0.02
TEAM Atlassian Corp. Class A Reduce -13.2% 0.10% −0.02
ABBV Abbvie Inc. Reduce -4.3% 0.15% −0.02
CRM Salesforce Inc. Reduce -22.2% 0.07% −0.02
ADI Analog Devices Inc. Reduce -10.9% 0.11% −0.01
AMZN Amazon.com Inc. Reduce -0.9% 0.29% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.3% 0.10% −0.01

Portfolio Buys Q3 2025 → Q4 2025
HOOD Robinhood Markets Inc. Class A New 1.42% +1.42
AVUV Avantis US Small Cap Value Add +19.6% 4.59% +0.57
AVDV Avantis Intl S/C Value ETF Add +11.8% 3.74% +0.34
VEA Vanguard Ftse Developed ETF Add +7.2% 7.45% +0.30
AVEM Avantis Emerging Markets Eq Add +12.5% 4.10% +0.28
GOOG Alphabet Inc. Class C Add +14.6% 0.68% +0.19
CDNS Cadence Design SYS Inc. New 0.15% +0.15
FBTC Fidelity Wise Origin Bitcoin Add +53.6% 1.65% +0.14
BSV Vanguard Short-Term Bond ETF New 0.06% +0.06
IWB iShares Russell 1000 ETF New 0.06% +0.06
VTI VG Morningstar TS MKT ETF-US Add +5.3% 19.82% +0.04
VGIT Vanguard Intermediate-Term T Add +7.7% 17.68% +0.03
VOO Vanguard S&P 500 ETF Add +6.9% 0.54% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +8.1% 0.40% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +2.2% 0.29% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +4.7% 0.22% −0.01
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.23% −0.01
NVDA Nvidia Corp. Add +1.6% 3.01% −0.17
MSFT Microsoft Corp. Add +0.5% 1.50% −0.22

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