StockDrifts LogoStockDrifts

Libra Wealth 13F Portfolio

Portfolio Manager
Libra Wealth LLC
Performance
+9.42% (2026 Q2)
AUM (13F)
$391.23M
# of Holdings
70
Performance Rank
Allocation (Top 20)
90.56%
Latest filing
Q2 2026

Libra Wealth LLC Holdings Map

Top 50 Libra Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
20.88%220.8K$81.7M
+0.70%(+1.54K)
2025-Q2: 195.7K shares2025-Q3: 200.7K shares2025-Q4: 211.3K shares2026-Q1: 219.3K shares2026-Q2: 220.8K shares
$224.79(+70.55%)
2026-06-30
VGIT
VANGUARD SCOTTSDALE FDS
16.47%1.09M$64.4M
+0.56%(+6.07K)
2025-Q2: 919.1K shares2025-Q3: 979.6K shares2025-Q4: 1.05M shares2026-Q1: 1.09M shares2026-Q2: 1.09M shares
$61.65(-5.30%)
2026-06-30
VEA
VANGUARD TAX-MANAGED FDS
7.97%437.8K$31.2M
-0.70%(-3.09K)
2025-Q2: 369.0K shares2025-Q3: 397.5K shares2025-Q4: 426.2K shares2026-Q1: 440.9K shares2026-Q2: 437.8K shares
$50.65(+46.13%)
2026-06-30
AVUV
AMERICAN CENTY ETF TR
5.52%173.1K$21.6M
-0.52%(-907)
2025-Q2: 110.1K shares2025-Q3: 134.3K shares2025-Q4: 160.7K shares2026-Q1: 174.0K shares2026-Q2: 173.1K shares
$90.51(+41.59%)
2026-06-30
SCHB
SCHWAB STRATEGIC TR
5.14%695.0K$20.1M
-2.38%(-16.94K)
2025-Q2: 761.4K shares2025-Q3: 753.2K shares2025-Q4: 735.5K shares2026-Q1: 711.9K shares2026-Q2: 695.0K shares
$18.96(+58.25%)
2026-06-30
SCHF
SCHWAB STRATEGIC TR
5.1%720.5K$20.0M
-3.31%(-24.70K)
2025-Q2: 818.5K shares2025-Q3: 796.3K shares2025-Q4: 788.3K shares2026-Q1: 745.2K shares2026-Q2: 720.5K shares
$18.31(+56.51%)
2026-06-30
DFAT
DIMENSIONAL ETF TRUST
4.93%276.1K$19.3M
-1.41%(-3.96K)
2025-Q2: 312.0K shares2025-Q3: 300.3K shares2025-Q4: 299.2K shares2026-Q1: 280.1K shares2026-Q2: 276.1K shares
$46.33(+56.15%)
2026-06-30
AVEM
AMERICAN CENTY ETF TR
4.58%185.7K$17.9M
-3.16%(-6.06K)
2025-Q2: 150.8K shares2025-Q3: 169.2K shares2025-Q4: 190.3K shares2026-Q1: 191.8K shares2026-Q2: 185.7K shares
$60.19(+55.62%)
2026-06-30
AVDV
AMERICAN CENTY ETF TR
3.87%147.0K$15.2M
-1.27%(-1.89K)
2025-Q2: 113.8K shares2025-Q3: 127.3K shares2025-Q4: 142.3K shares2026-Q1: 148.9K shares2026-Q2: 147.0K shares
$69.43(+59.94%)
2026-06-30
NVDA
NVIDIA CORPORATION
2.97%58.0K$11.6M
+0.56%(+322)
2025-Q2: 57.0K shares2025-Q3: 56.8K shares2025-Q4: 57.7K shares2026-Q1: 57.7K shares2026-Q2: 58.0K shares
$70.68(+219.86%)
2026-06-30

About Libra Wealth LLCโ€™s portfolio

Libra Wealth LLC reports $391.23M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are VTI (20.9%), VGIT (16.5%) and VEA (8.0%). The top 20 holdings account for 90.56% of reported assets. Its disclosed equity book has returned +44.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VTI โ€” 21.2% ($81.70M)VGIT โ€” 16.7% ($64.42M)VEA โ€” 8.1% ($31.19M)AVUV โ€” 5.6% ($21.60M)SCHB โ€” 5.2% ($20.13M)SCHF โ€” 5.2% ($19.96M)DFAT โ€” 5.0% ($19.30M)AVEM โ€” 4.7% ($17.92M)AVDV โ€” 3.9% ($15.15M)NVDA โ€” 3.0% ($11.60M)Other โ€” 21.4% ($82.28M)
79%in top 10
  • VTI21.2%
  • VGIT16.7%
  • VEA8.1%
  • AVUV5.6%
  • SCHB5.2%
  • SCHF5.2%
  • DFAT5.0%
  • AVEM4.7%
  • AVDV3.9%
  • NVDA3.0%
  • Other21.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
21
FBTCFIDELITY WISE ORIGIN BITCOIN+12.4%
VTIVANGUARD INDEX FDS+0.7%
VGITVANGUARD SCOTTSDALE FDS+0.6%
AAPLAPPLE INC+4.7%
+17 more
Trimmed
14
SCHFSCHWAB STRATEGIC TR-3.3%
AVEMAMERICAN CENTY ETF TR-3.2%
SCHBSCHWAB STRATEGIC TR-2.4%
QQQINVESCO QQQ TR-50.9%
+10 more

Unlock alerts, watchlists & AI chat

Sign up free to track Libra Wealth LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Libra Wealth LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1925385). View Libra Wealth LLCโ€™s 13F filings on SEC

More 13F analyses

View all