LIBRA WEALTH LLC

CIK 0001925385 · LOS GATOS, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

LIBRA WEALTH LLC reported 70 positions worth $391.2M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VTI (20.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$391.2M
2026 Q2
Positions
70
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.4%
Est. Net Flow (Q)
2026 Q2
10 / 70 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$81.7M20.88%220,794
2VGITVANGUARD SCOTTSDALE FDSSH$64.4M16.47%1,092,189
3VEAVANGUARD TAX-MANAGED FDSSH$31.2M7.97%437,774
4AVUVAMERICAN CENTY ETF TRSH$21.6M5.52%173,101
5SCHBSCHWAB STRATEGIC TRSH$20.1M5.14%694,982
6SCHFSCHWAB STRATEGIC TRSH$20.0M5.10%720,506
7DFATDIMENSIONAL ETF TRUSTSH$19.3M4.93%276,118
8AVEMAMERICAN CENTY ETF TRSH$17.9M4.58%185,718
9AVDVAMERICAN CENTY ETF TRSH$15.2M3.87%147,027
10NVDANVIDIA CORPORATIONSH$11.6M2.97%57,978

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LIBRA WEALTH LLC hold as of Q2 2026?

LIBRA WEALTH LLC reported 70 positions worth $391.2M in its Q2 2026 13F filing. Largest positions: VTI (20.9%), VGIT (16.5%), VEA (8.0%), AVUV (5.5%) and SCHB (5.1%).

What did LIBRA WEALTH LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LIBRA WEALTH LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.