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Libra Wealth LLC Top Holdings and 13F Report (2026)

About Libra Wealth LLC

Investment Activity

  • Libra Wealth LLC has $412.75 million in total holdings as of September 30, 2026.
  • Libra Wealth LLC owns shares of 80 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 5.10% of the portfolio was purchased this quarter.
  • About 0.41% of the portfolio was sold this quarter.
  • This quarter, Libra Wealth LLC has purchased 70 new stocks and bought additional shares in 32 stocks.
  • Libra Wealth LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

922021605 - VANGUARD CALIF TAX FREE FDS
$1,964,512 Holding
874039100 - Taiwan Semiconductor Manufacturing
$551,990 Holding
78463V107 - SPDR Gold Shares
$446,725 Holding
049468101 - Atlassian
$412,726 Holding
46434G103 - iShares Core MSCI Emerging Markets ETF
$308,976 Holding

Largest Purchases this Quarter

Vanguard Intermediate-Term Treasury ETF
86,168 shares (about $4.88M)
Vanguard Total Stock Market ETF
6,655 shares (about $2.49M)
VANGUARD CALIF TAX FREE FDS
20,837 shares (about $1.96M)
Avantis Emerging Markets Equity ETF
15,839 shares (about $1.49M)
Avantis International Small Cap Value ETF
11,360 shares (about $1.24M)

Largest Sales this Quarter

Vanguard ESG U.S. Stock ETF
2,694 shares (about $365.12K)
AbbVie
1,244 shares (about $325.42K)
Robinhood Markets
2,363 shares (about $265.84K)
Dimensional U.S. Targeted Value ETF
2,983 shares (about $198.19K)
Schwab US Broad Market ETF
4,440 shares (about $130.14K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLibra Wealth LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$85,120,351$2,490,562 ▲3.0%227,44920.6%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$66,765,687$4,882,277 ▲7.9%1,178,35716.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$32,011,591$1,100,386 ▲3.6%453,3587.8%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$21,563,358$1,177,230 ▲5.8%183,0975.2%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$20,239,789$130,136 ▼-0.6%690,5424.9%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$19,723,553$68,757 ▼-0.3%718,0034.8%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$18,950,419$1,489,185 ▲8.5%201,5574.6%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$18,147,107$198,191 ▼-1.1%273,1354.4%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$17,324,378$1,242,557 ▲7.7%158,3874.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$13,545,274$304,203 ▲2.3%59,3103.3%Technology
Apple Inc. stock logo
AAPL
Apple
$7,976,423$5,328 ▲0.1%23,9521.9%Technology
FIDELITY WISE ORIGIN BITCOIN
$7,851,222$196,782 ▲2.6%108,0841.9%SHS
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$6,883,298$365,118 ▼-5.0%50,7881.7%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$6,658,736$101,764 ▼-1.5%40,0451.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$6,047,769$139,000 ▲2.4%11,7911.5%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,687,697$594,852 ▲11.7%7,4581.4%ETF
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$4,779,788$265,838 ▼-5.3%42,4871.2%Finance
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$4,590,0740.0%193,6741.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$3,803,521$123,713 ▲3.4%54,6640.9%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$3,123,837$289,282 ▲10.2%9,1680.8%Communication Services
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$2,844,4580.0%104,2690.7%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$2,056,095$176,310 ▲9.4%11,1720.5%Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,037,135$115,627 ▲6.0%2,9070.5%ETF
VANGUARD CALIF TAX FREE FDS
$1,964,512$1,964,512 ▲New Holding20,8370.5%TAX EXEMPT BD FD
Tesla, Inc. stock logo
TSLA
Tesla
$1,890,073$3,193 ▲0.2%5,3270.5%Consumer Discretionary
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,600,8940.0%17,7660.4%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,456,666$7,864 ▼-0.5%17,9680.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,452,794$281,540 ▲24.0%5,8310.4%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,422,083$238,448 ▲20.1%4,1330.3%Communication Services
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,192,3290.0%5,5180.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,073,381$6,828 ▼-0.6%3,7730.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,003,1830.0%3,6100.2%ETF
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$928,150$372,449 ▲67.0%2,8110.2%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$877,081$250,060 ▲39.9%3,9880.2%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$839,7210.0%10,7080.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$829,458$4,091 ▼-0.5%1,6220.2%Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$803,7530.0%3,4790.2%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$800,7690.0%4,1330.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$773,2130.0%3,9500.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$687,3810.0%4,4290.2%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$686,2450.0%8,2710.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$653,0350.0%2,7990.2%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$633,6540.0%6,1490.2%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$610,933$3,570 ▲0.6%1,5400.1%Technology
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$609,3200.0%3,6530.1%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$595,7730.0%5,6990.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$552,5690.0%6,1650.1%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$551,990$551,990 ▲New Holding1,2100.1%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$530,858$24,466 ▲4.8%1,8660.1%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$494,573$76,144 ▲18.2%6820.1%Communication Services
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$483,847$21,665 ▲4.7%5,6950.1%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$471,878$198,136 ▲72.4%5,7420.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$470,989$15,606 ▲3.4%4,3760.1%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$470,4940.0%6360.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$446,725$446,725 ▲New Holding1,1730.1%ETF
Atlassian Corporation PLC stock logo
TEAM
Atlassian
$412,726$412,726 ▲New Holding2,3020.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$409,813$48,799 ▲13.5%8230.1%Finance
American Express Company stock logo
AXP
American Express
$398,979$13,380 ▲3.5%1,3120.1%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$387,8470.0%6,5390.1%ETF
Deere & Company stock logo
DE
Deere & Company
$375,3960.0%5590.1%Industrials
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$338,2060.0%5150.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$337,974$325,418 ▼-49.1%1,2920.1%Healthcare
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$308,976$308,976 ▲New Holding3,8070.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$308,797$530 ▼-0.2%1,1660.1%Healthcare
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$298,342$4,202 ▲1.4%3,9050.1%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$297,129$33,911 ▼-10.2%3,1280.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$285,166$81,125 ▲39.8%8120.1%Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$260,2330.0%1,2510.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$257,972$257,972 ▲New Holding7,9300.1%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$255,3530.0%2,5250.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$247,291$29,999 ▲13.8%3050.1%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$242,150$36,414 ▲17.7%2660.1%Consumer Staples
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$238,813$238,813 ▲New Holding4,3460.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$223,8780.0%5380.1%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$221,076$221,076 ▲New Holding9630.1%Technology
EXXONMOBIL HOLDINGS CORP
$219,875$219,875 ▲New Holding1,3510.1%COM SHS
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$219,4970.0%1,4630.1%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$215,925$955 ▼-0.4%2260.1%Industrials
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$203,107$203,107 ▲New Holding3,6360.0%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$200,241$200,241 ▲New Holding1880.0%Technology
Corning Incorporated stock logo
GLW
Corning
$0$200,257 ▼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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