Libra Wealth LLC
70 holdingsFiling period: 2026-06-30Current AUM: $392.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 220.8K | $81.7M | $83.3M | 21.19% | +1.5K | 2026-06-30 |
| 2 | VGIT | Vanguard Scottsdale Fds | 1.09M | $64.4M | $62.3M | 15.85% | +6.1K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 437.8K | $31.2M | $30.5M | 7.77% | -3,086 | 2026-06-30 |
| 4 | AVUV | American Centy ETF TR | 173.1K | $21.6M | $20.9M | 5.33% | -907 | 2026-06-30 |
| 5 | SCHB | Schwab Strategic TR | 695.0K | $20.1M | $20.5M | 5.22% | -16,937 | 2026-06-30 |
| 6 | SCHF | Schwab Strategic TR | 720.5K | $20.0M | $19.5M | 4.96% | -24,696 | 2026-06-30 |
| 7 | DFAT | Dimensional ETF Trust | 276.1K | $19.3M | $18.9M | 4.81% | -3,959 | 2026-06-30 |
| 8 | AVEM | American Centy ETF TR | 185.7K | $17.9M | $16.6M | 4.23% | -6,062 | 2026-06-30 |
| 9 | AVDV | American Centy ETF TR | 147.0K | $15.2M | $15.8M | 4.02% | -1,889 | 2026-06-30 |
| 10 | NVDA | NVIDIA Corporation | 58.0K | $11.6M | $12.5M | 3.19% | +322 | 2026-06-30 |
| 11 | ESGV | Vanguard World FD | 53.5K | $7.1M | $7.3M | 1.85% | -42 | 2026-06-30 |
| 12 | AAPL | Apple Inc | 23.9K | $6.9M | $8.1M | 2.07% | +1.1K | 2026-06-30 |
| 13 | ITOT | iShares TR | 40.7K | $6.7M | $6.8M | 1.73% | -412 | 2026-06-30 |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | 105.4K | $5.4M | $7.6M | 1.92% | +11.7K | 2026-06-30 |
| 15 | SPY | State Str Spdr S&P 500 ETF T | 6.7K | $5.0M | $5.1M | 1.31% | -- | 2026-06-30 |
| 16 | SCHR | Schwab Strategic TR | 193.7K | $4.8M | $4.6M | 1.18% | -8,369 | 2026-06-30 |
| 17 | HOOD | Robinhood Mkts Inc | 44.9K | $4.5M | $4.4M | 1.12% | +59 | 2026-06-30 |
| 18 | MSFT | Microsoft Corp | 11.5K | $4.3M | $6.1M | 1.56% | +473 | 2026-06-30 |
| 19 | NFLX | Netflix Inc. | 52.9K | $3.8M | $3.6M | 0.92% | +136 | 2026-06-30 |
| 20 | SPTI | Spdr Series Trust | 104.3K | $3.0M | $2.9M | 0.73% | -- | 2026-06-30 |
| 21 | GOOG | Alphabet Inc | 8.3K | $2.9M | $2.8M | 0.71% | +561 | 2026-06-30 |
| 22 | TSLA | Tesla Inc | 5.3K | $2.2M | $2.0M | 0.51% | +258 | 2026-06-30 |
| 23 | QCOM | Qualcomm Inc | 10.2K | $1.9M | $1.8M | 0.46% | +44 | 2026-06-30 |
| 24 | VOO | Vanguard Index Fds | 2.7K | $1.9M | $1.9M | 0.49% | -270 | 2026-06-30 |
| 25 | VUG | Vanguard Index Fds | 17.8K | $1.5M | $1.6M | 0.40% | +14.8K | 2026-06-30 |
← Scroll →
Page 1 of 3