Libra Wealth LLC Top Holdings and 13F Report (2026) About Libra Wealth LLCInvestment ActivityLibra Wealth LLC has $354.85 million in total holdings as of March 31, 2026.Libra Wealth LLC owns shares of 66 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.57% of the portfolio was purchased this quarter.About 1.18% of the portfolio was sold this quarter.This quarter, Libra Wealth LLC has purchased 67 new stocks and bought additional shares in 11 stocks.Libra Wealth LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $70,340,194Vanguard Intermediate-Term Treasury ETF $64,678,625Vanguard FTSE Developed Markets ETF $28,250,338Avantis U.S. Small Cap Value ETF $19,222,664Schwab International Equity ETF $18,443,750 Largest New Holdings this Quarter 478160104 - Johnson & Johnson $231,830 Holding78468R887 - SPDR SSGA US Small Cap Low Volatility Index ETF $200,544 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 7,987 shares (about $2.56M)Vanguard Intermediate-Term Treasury ETF 31,416 shares (about $1.87M)Avantis U.S. Small Cap Value ETF 13,288 shares (about $1.47M)FIDELITY WISE ORIGIN BITCOIN 16,229 shares (about $958.00K)Vanguard FTSE Developed Markets ETF 14,676 shares (about $940.44K) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 19,099 shares (about $1.19M)Schwab International Equity ETF 43,090 shares (about $1.07M)Schwab US Broad Market ETF 23,580 shares (about $591.86K)iShares Core S&P Total U.S. Stock Market ETF 485 shares (about $69.08K)Apple 263 shares (about $66.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLibra Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$70,340,194$2,562,311 â–²3.8%219,25819.8%ETFVGITVanguard Intermediate-Term Treasury ETF$64,678,625$1,870,823 â–²3.0%1,086,12318.2%ETFVEAVanguard FTSE Developed Markets ETF$28,250,338$940,439 â–²3.4%440,8608.0%ETFAVUVAvantis U.S. Small Cap Value ETF$19,222,664$1,467,925 â–²8.3%174,0085.4%ETFSCHFSchwab International Equity ETF$18,443,750$1,066,478 â–¼-5.5%745,2025.2%ETFSCHBSchwab US Broad Market ETF$17,869,167$591,858 â–¼-3.2%711,9195.0%ETFDFATDimensional U.S. Targeted Value ETF$17,490,826$1,192,734 â–¼-6.4%280,0774.9%ETFAVEMAvantis Emerging Markets Equity ETF$15,453,632$121,756 â–²0.8%191,7804.4%ETFAVDVAvantis International Small Cap Value ETF$14,870,752$662,172 â–²4.7%148,9164.2%ETFNVDANVIDIA$10,055,2490.0%57,6562.8%Computer and TechnologyESGVVanguard ESG U.S. Stock ETF$6,009,139$44,010 â–²0.7%53,5241.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$5,849,458$69,079 â–¼-1.2%41,0691.6%ETFAAPLApple$5,799,808$66,746 â–¼-1.1%22,8531.6%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$5,532,115$957,998 â–²20.9%93,7171.6%SHSNFLXNetflix$5,071,9130.0%52,7501.4%Consumer DiscretionarySCHRSchwab Intermediate-Term U.S. Treasury ETF$5,032,8910.0%202,0431.4%ETFSPYSPDR S&P 500 ETF Trust$4,342,9720.0%6,6781.2%FinanceMSFTMicrosoft$4,089,387$7,774 â–¼-0.2%11,0471.2%Computer and TechnologyHOODRobinhood Markets$3,104,0160.0%44,7910.9%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$2,988,3500.0%104,2690.8%ETFGOOGAlphabet$2,225,4030.0%7,7580.6%Computer and TechnologyTSLATesla$1,881,0550.0%5,0600.5%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$1,799,821$32,865 â–¼-1.8%3,0120.5%ETFVSGXVanguard ESG International Stock ETF$1,326,001$6,814 â–¼-0.5%18,4860.4%ETFQCOMQualcomm$1,309,6930.0%10,1700.4%Computer and TechnologyVUGVanguard Growth ETF$1,293,3350.0%2,9610.4%ETFVTVVanguard Value ETF$1,082,6320.0%5,5180.3%ETFVBVanguard Small-Cap ETF$994,510$25,144 â–¼-2.5%3,7970.3%ETFIWMiShares Russell 2000 ETF$936,2000.0%3,7750.3%FinanceAMZNAmazon.com$892,437$57,899 â–¼-6.1%4,2850.3%Retail/WholesaleGOOGLAlphabet$891,4360.0%3,1000.3%Computer and TechnologyVOVanguard Mid-Cap ETF$768,7810.0%2,6770.2%ETFVBRVanguard Small-Cap Value ETF$755,813$32,153 â–¼-4.1%3,4790.2%ETFQQQInvesco QQQ$746,871$9,812 â–¼-1.3%1,2940.2%FinanceIBMInternational Business Machines$681,6010.0%2,8120.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$655,935$9,923 â–¼-1.5%4,4290.2%Financial ServicesIUSGiShares Core S&P U.S. Growth ETF$641,0700.0%4,1330.2%ManufacturingVEUVanguard FTSE All-World ex-US ETF$621,1520.0%8,2710.2%ETFSUBiShares Short-Term National Muni Bond ETF$606,9440.0%5,6990.2%ETFVIGVanguard Dividend Appreciation ETF$601,9530.0%2,7990.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$587,9670.0%6,1490.2%ManufacturingHDHome Depot$572,2690.0%1,7400.2%Retail/WholesaleAMATApplied Materials$546,8640.0%1,6000.2%Computer and TechnologyVNQVanguard Real Estate ETF$546,8360.0%6,1650.2%ETFXLKTechnology Select Sector SPDR Fund$524,9550.0%3,9500.1%ETFABBVAbbVie$518,9310.0%2,3860.1%MedicalESGUiShares ESG Aware MSCI USA ETF$501,1920.0%3,5440.1%ManufacturingADIAnalog Devices$479,7550.0%1,5080.1%Computer and TechnologyCDNSCadence Design Systems$462,6540.0%1,6650.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$419,4780.0%5,4400.1%ETFAXPAmerican Express$379,6120.0%1,2550.1%FinanceVWOVanguard FTSE Emerging Markets ETF$350,748$45,620 â–¼-11.5%6,4890.1%ETFBNDXVanguard Total International Bond ETF$347,6900.0%7,2360.1%ETFCSCOCisco Systems$318,429$1,629 â–²0.5%4,1040.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$317,6310.0%5150.1%ETFDEDeere & Company$312,6320.0%5550.1%IndustrialsIXUSiShares Core MSCI Total International Stock ETF$301,9400.0%3,4850.1%ManufacturingBSVVanguard Short-Term Bond ETF$274,121$69,550 â–²34.0%3,4960.1%ETFBRK.BBerkshire Hathaway$268,831$66,609 â–¼-19.9%5610.1%FinanceCOSTCostco Wholesale$249,108$56,797 â–¼-18.6%2500.1%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$240,0920.0%1,2510.1%ETFINTUIntuit$239,539$865 â–²0.4%5540.1%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$237,9560.0%2,5250.1%ETFJNJJohnson & Johnson$231,830$231,830 â–²New Holding9480.1%MedicalMETAMeta Platforms$209,972$45,198 â–¼-17.7%3670.1%Computer and TechnologySMLVSPDR SSGA US Small Cap Low Volatility Index ETF$200,544$200,544 â–²New Holding1,4630.1%ETFTEAMAtlassian$0$354,924 â–¼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$240,538 â–¼-100.0%00.0%Computer and TechnologyIWBiShares Russell 1000 ETF$0$200,911 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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