Libra Wealth LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Libra Wealth LLC reported 66 stock positions worth $354.8 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, 18.2%) and Vanguard Ftse Developed ETF (VEA, 8.0%). Compared with Q4 2025, it opened 2 new positions, sold out of 3, added to 11 and reduced 17. The biggest buy was Avantis US Small Cap Value (AVUV, shares +8%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −3%).

Most Recent 13F
Q2 2026
Location
LOS GATOS, CA
CIK
0001925385
Portfolio Value
$354.8M (Q1 2026)
SEC Filing
0001951757-26-000749 ↗ filed Apr 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 Q4 2025 Q1 2026: $354.8M $354.8M Q1 2026 Q2 2026: $391.2M Q2 2026

Holdings 66 stocks · $354.8M
VTI VG Morningstar TS MKT ETF-US 19.82% 219,258 $70.3M Add +3.8%
VGIT Vanguard Intermediate-Term T 18.23% 1,086,123 $64.7M Add +3.0%
VEA Vanguard Ftse Developed ETF 7.96% 440,860 $28.3M Add +3.4%
AVUV Avantis US Small Cap Value 5.42% 174,008 $19.2M Add +8.3%
SCHF Schwab Intl Equity ETF 5.20% 745,202 $18.4M Reduce -5.5%
SCHB Schwab US Broad Market ETF 5.04% 711,919 $17.9M Reduce -3.2%
DFAT Dimensional US Target Value 4.93% 280,077 $17.5M Reduce -6.4%
AVEM Avantis Emerging Markets Eq 4.36% 191,780 $15.5M Add +0.8%
AVDV Avantis Intl S/C Value ETF 4.19% 148,916 $14.9M Add +4.7%
NVDA Nvidia Corp. 2.83% 57,656 $10.1M No change
ESGV Vanguard ESG US Stock ETF 1.69% 53,524 $6.0M Add +0.7%
ITOT iShares Core S&P Total U.S. 1.65% 41,069 $5.8M Reduce -1.2%
AAPL Apple Inc. 1.63% 22,853 $5.8M Reduce -1.1%
FBTC Fidelity Wise Origin Bitcoin 1.56% 93,717 $5.5M Add +20.9%
NFLX Netflix Inc. 1.43% 52,750 $5.1M No change
SCHR Schwab Intermediate-Term US 1.42% 202,043 $5.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.22% 6,678 $4.3M No change
MSFT Microsoft Corp. 1.15% 11,047 $4.1M Reduce -0.2%
HOOD Robinhood Markets Inc. Class A 0.87% 44,791 $3.1M No change
SPTI SS SPDR P Int Term TSY ETF 0.84% 104,269 $3.0M No change
GOOG Alphabet Inc. Class C 0.63% 7,758 $2.2M No change
TSLA Tesla Inc. 0.53% 5,060 $1.9M No change
VOO Vanguard S&P 500 ETF 0.51% 3,012 $1.8M Reduce -1.8%
VSGX Vanguard ESG Intl Stock ETF 0.37% 18,486 $1.3M Reduce -0.5%
QCOM Qualcomm Inc. 0.37% 10,170 $1.3M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.36% 2,961 $1.3M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.31% 5,518 $1.1M No change
VB Vanguard Most SM-Cap ETF-Usd 0.28% 3,797 $995K Reduce -2.5%
IWM iShares Russell 2000 ETF 0.26% 3,775 $936K No change
AMZN Amazon.com Inc. 0.25% 4,285 $892K Reduce -6.1%
GOOGL Alphabet Inc. Class A 0.25% 3,100 $891K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.22% 2,677 $769K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.21% 3,479 $756K Reduce -4.1%
QQQ Invesco QQQ Trust Series 1 0.21% 1,294 $747K Reduce -1.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.19% 2,812 $682K No change
VYM Vanguard High DVD Yield ETF 0.18% 4,429 $656K Reduce -1.5%
IUSG iShares Core S&P U.S. Growth 0.18% 4,133 $641K No change
VEU Vanguard Ftse All-World Ex-U 0.17% 8,271 $621K No change
SUB iShares Short-Term National 0.17% 5,699 $607K No change
VIG Vanguard Dividend Apprec ETF 0.17% 2,799 $602K No change
ESGD iShares Trust iShares ESG Aw 0.17% 6,149 $588K No change
HD Home Depot Inc. 0.16% 1,740 $572K No change
AMAT Applied Materials Inc. 0.15% 1,600 $547K No change
VNQ Vanguard Real Estate ETF 0.15% 6,165 $547K No change
XLK SS Technology Select Sector 0.15% 3,950 $525K No change
ABBV Abbvie Inc. 0.15% 2,386 $519K No change
ESGU iShares ESG Aware MSCI USA 0.14% 3,544 $501K No change
ADI Analog Devices Inc. 0.14% 1,508 $480K No change
CDNS Cadence Design SYS Inc. 0.13% 1,665 $463K No change
VXUS Vanguard Total Intl Stock 0.12% 5,440 $419K No change
AXP American Express Co. 0.11% 1,255 $380K No change
VWO Vanguard Ftse Emerging Marke 0.10% 6,489 $351K Reduce -11.5%
BNDX Vanguard Total Intl Bond ETF 0.10% 7,236 $348K No change
CSCO Cisco Systems Inc. 0.09% 4,104 $318K Add +0.5%
MDY State Street SPDR S&P Midcap 0.09% 515 $318K No change
DE Deere & Co. 0.09% 555 $313K No change
IXUS iShares Core Intl Stock ETF 0.09% 3,485 $302K No change
BSV Vanguard Short-Term Bond ETF 0.08% 3,496 $274K Add +34.0%
BRK.B Berkshire Hathaway Inc. Class B 0.08% 561 $269K Reduce -19.9%
COST Costco Wholesale Corp. 0.07% 250 $249K Reduce -18.6%
RSP Invesco S&P 500 Equal Weight 0.07% 1,251 $240K No change
INTU Intuit Inc. 0.07% 554 $240K Add +0.4%
VYMI Vanguard Int High DVD YLD Inc. 0.07% 2,525 $238K No change
JNJ Johnson & Johnson 0.07% 948 $232K New
META Meta Platforms Inc. Class A 0.06% 367 $210K Reduce -17.7%
SMLV SS SPDR US SC Low Vol Idx 0.06% 1,463 $201K New

Portfolio Sells Q4 2025 → Q1 2026
SCHB Schwab US Broad Market ETF Reduce -3.2% 5.04% −0.36
MSFT Microsoft Corp. Reduce -0.2% 1.15% −0.35
AAPL Apple Inc. Reduce -1.1% 1.63% −0.12
SCHF Schwab Intl Equity ETF Reduce -5.5% 5.20% −0.10
TEAM Atlassian Corp. Class A Sold out 0.00% −0.10
ITOT iShares Core S&P Total U.S. Reduce -1.2% 1.65% −0.08
CRM Salesforce Inc. Sold out 0.00% −0.07
IWB iShares Russell 1000 ETF Sold out 0.00% −0.06
DFAT Dimensional US Target Value Reduce -6.4% 4.93% −0.05
AMZN Amazon.com Inc. Reduce -6.1% 0.25% −0.04
VOO Vanguard S&P 500 ETF Reduce -1.8% 0.51% −0.03
META Meta Platforms Inc. Class A Reduce -17.7% 0.06% −0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -19.9% 0.08% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -1.3% 0.21% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -11.5% 0.10% −0.01
COST Costco Wholesale Corp. Reduce -18.6% 0.07% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -4.1% 0.21% −0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.5% 0.28% −0.00
VSGX Vanguard ESG Intl Stock ETF Reduce -0.5% 0.37% +0.00
VYM Vanguard High DVD Yield ETF Reduce -1.5% 0.18% +0.00

Portfolio Buys Q4 2025 → Q1 2026
AVUV Avantis US Small Cap Value Add +8.3% 5.42% +0.83
VGIT Vanguard Intermediate-Term T Add +3.0% 18.23% +0.54
VEA Vanguard Ftse Developed ETF Add +3.4% 7.96% +0.51
AVDV Avantis Intl S/C Value ETF Add +4.7% 4.19% +0.45
AVEM Avantis Emerging Markets Eq Add +0.8% 4.36% +0.26
JNJ Johnson & Johnson New 0.07% +0.07
SMLV SS SPDR US SC Low Vol Idx New 0.06% +0.06
BSV Vanguard Short-Term Bond ETF Add +34.0% 0.08% +0.02
VTI VG Morningstar TS MKT ETF-US Add +3.8% 19.82% +0.01
CSCO Cisco Systems Inc. Add +0.5% 0.09% +0.00
INTU Intuit Inc. Add +0.4% 0.07% −0.03
FBTC Fidelity Wise Origin Bitcoin Add +20.9% 1.56% −0.09
ESGV Vanguard ESG US Stock ETF Add +0.7% 1.69% −0.10

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