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LIBRA WEALTH LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $412,754,646
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $85,120,351
- VANGUARD SCOTTSDALE FDS · INTER TERM TREAS · 92206C706 · shares: $66,765,687
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $32,011,591
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $21,563,358
- SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $20,239,789
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $19,723,553
- AMERICAN CENTY ETF TR · AVANTIS EMGMKT · 025072604 · shares: $18,950,419
- DIMENSIONAL ETF TRUST · US TARGETED VLU · 25434V609 · shares: $18,147,107
- AMERICAN CENTY ETF TR · INTL SMCP VLU · 025072802 · shares: $17,324,378
- NVIDIA CORPORATION · COM · 67066G104 · shares: $13,545,274
Reported holdings
80 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 227,449 shares | $85,120,351 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 1,178,357 shares | $66,765,687 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 453,358 shares | $32,011,591 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 183,097 shares | $21,563,358 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 690,542 shares | $20,239,789 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 718,003 shares | $19,723,553 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 201,557 shares | $18,950,419 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 273,135 shares | $18,147,107 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 158,387 shares | $17,324,378 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 59,310 shares | $13,545,274 |
| APPLE INC | COM | 037833100 | — | 23,952 shares | $7,976,423 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 108,084 shares | $7,851,222 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 50,788 shares | $6,883,298 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 40,045 shares | $6,658,736 |
| MICROSOFT CORP | COM | 594918104 | — | 11,791 shares | $6,047,769 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 7,458 shares | $5,687,697 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 42,487 shares | $4,779,788 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 193,674 shares | $4,590,074 |
| NETFLIX INC. | COM | 64110L106 | — | 54,664 shares | $3,803,521 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 9,168 shares | $3,123,837 |
| SPDR SERIES TRUST | ST INTER ETF | 78464A672 | — | 104,269 shares | $2,844,458 |
| QUALCOMM INC | COM | 747525103 | — | 11,172 shares | $2,056,095 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 2,907 shares | $2,037,135 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 | — | 20,837 shares | $1,964,512 |
| TESLA INC | COM | 88160R101 | — | 5,327 shares | $1,890,073 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 17,766 shares | $1,600,894 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 17,968 shares | $1,456,666 |
| AMAZON COM INC | COM | 023135106 | — | 5,831 shares | $1,452,794 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,133 shares | $1,422,083 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 5,518 shares | $1,192,329 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 3,773 shares | $1,073,381 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 3,610 shares | $1,003,183 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 2,811 shares | $928,150 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 3,988 shares | $877,081 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 10,708 shares | $839,721 |
| APPLIED MATLS INC | COM | 038222105 | — | 1,622 shares | $829,458 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 3,479 shares | $803,753 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 4,133 shares | $800,769 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 3,950 shares | $773,213 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 4,429 shares | $687,381 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 8,271 shares | $686,245 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 2,799 shares | $653,035 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 6,149 shares | $633,654 |
| ANALOG DEVICES INC | COM | 032654105 | — | 1,540 shares | $610,933 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 3,653 shares | $609,320 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 5,699 shares | $595,773 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 6,165 shares | $552,569 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,210 shares | $551,990 |
| HOME DEPOT INC | COM | 437076102 | — | 1,866 shares | $530,858 |
| META PLATFORMS INC | CL A | 30303M102 | — | 682 shares | $494,573 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 5,695 shares | $483,847 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 5,742 shares | $471,878 |
| CISCO SYS INC | COM | 17275R102 | — | 4,376 shares | $470,989 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 636 shares | $470,494 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,173 shares | $446,725 |
| ATLASSIAN CORPORATION | CL A | 049468101 | — | 2,302 shares | $412,726 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 823 shares | $409,813 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 1,312 shares | $398,979 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 6,539 shares | $387,847 |
| DEERE & CO | COM | 244199105 | — | 559 shares | $375,396 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 515 shares | $338,206 |
| ABBVIE INC | COM | 00287Y109 | — | 1,292 shares | $337,974 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 3,807 shares | $308,976 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,166 shares | $308,797 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 3,905 shares | $298,342 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 3,128 shares | $297,129 |
| BROADCOM INC | COM | 11135F101 | — | 812 shares | $285,166 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 1,251 shares | $260,233 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 7,930 shares | $257,972 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 2,525 shares | $255,353 |
| CATERPILLAR INC | COM | 149123101 | — | 305 shares | $247,291 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 266 shares | $242,150 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 4,346 shares | $238,813 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 538 shares | $223,878 |
| SALESFORCE INC | COM | 79466L302 | — | 963 shares | $221,076 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,351 shares | $219,875 |
| SPDR SERIES TRUST | ST STR R2K LOWV | 78468R887 | — | 1,463 shares | $219,497 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 226 shares | $215,925 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 3,636 shares | $203,107 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 188 shares | $200,241 |