Institutional Manager · CIK 0001925385
LIBRA WEALTH LLC
LOS GATOS, CA · File #028-22432
Latest AUM
$357.4M
Positions
67
Top-10 Concentration
77.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202567 pos · $357.4M
- 13F HOLDINGS REPORTQ/E Sep 202568 pos · $333.0M
- 13F HOLDINGS REPORTQ/E Jun 202569 pos · $305.8M
- 13F HOLDINGS REPORTQ/E Mar 202563 pos · $266.5M
- 13F HOLDINGS REPORTQ/E Dec 202453 pos · $257.2M
- 13F HOLDINGS REPORTQ/E Sep 202457 pos · $250.3M
- 13F HOLDINGS REPORTQ/E Jun 202453 pos · $231.0M
- 13F HOLDINGS REPORTQ/E Mar 202455 pos · $228.2M
- 13F HOLDINGS REPORTQ/E Dec 202350 pos · $180.7M
- 13F HOLDINGS REPORTQ/E Sep 202352 pos · $183.2M
- 13F HOLDINGS REPORTQ/E Jun 202349 pos · $172.5M
- 13F HOLDINGS REPORTQ/E Mar 202350 pos · $3.66B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 211,271 | $70.8M | 20.10% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C706 | 1,054,707 | $63.2M | 17.94% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 426,184 | $26.6M | 7.56% |
| 4 | SCHWAB STRATEGIC TR | 808524102 | 735,499 | $19.3M | 5.47% |
| 5 | SCHWAB STRATEGIC TR | 808524805 | 788,292 | $19.0M | 5.38% |
| 6 | DIMENSIONAL ETF TRUST | 25434V609 | 299,176 | $17.8M | 5.06% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 160,720 | $16.4M | 4.65% |
| 8 | AMERICAN CENTY ETF TR | 025072604 | 190,269 | $14.7M | 4.16% |
| 9 | AMERICAN CENTY ETF TR | 025072802 | 142,285 | $13.4M | 3.79% |
| 10 | NVIDIA CORPORATION | NVDA | 57,656 | $10.8M | 3.05% |
| 11 | VANGUARD WORLD FD | 921910733 | 53,132 | $6.4M | 1.82% |
| 12 | APPLE INC | AAPL | 23,116 | $6.3M | 1.78% |
| 13 | ISHARES TR | 464287150 | 41,554 | $6.2M | 1.75% |
| 14 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 77,488 | $5.9M | 1.68% |
| 15 | MICROSOFT CORP | MSFT | 11,068 | $5.4M | 1.52% |
| 16 | SCHWAB STRATEGIC TR | 808524854 | 202,043 | $5.1M | 1.44% |
| 17 | ROBINHOOD MKTS INC | 770700102 | 44,791 | $5.1M | 1.44% |
| 18 | NETFLIX INC | NFLX | 52,750 | $4.9M | 1.40% |
| 19 | SPDR S&P 500 ETF TR | SPY | 6,678 | $4.6M | 1.29% |
| 20 | SPDR SERIES TRUST | 78464A672 | 104,269 | $3.0M | 0.85% |