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Libra Wealth Llc

Portfolio Manager
Libra Wealth Llc
Performance
-1.79% (2026 Q1)
AUM (13F)
$354.85M
# of Holdings
66
Performance Rank
Allocation (Top 20)
91.43%

Libra Wealth Llc Holdings Map

Top 50 Libra Wealth Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
19.82%219.3K$70.3M
+3.78%(+7.99K)
2025-Q1: 201.3K shares2025-Q2: 195.7K shares2025-Q3: 200.7K shares2025-Q4: 211.3K shares2026-Q1: 219.3K shares
$223.97(+62.84%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
18.23%1.09M$64.7M
+2.98%(+31.42K)
2025-Q1: 883.3K shares2025-Q2: 919.1K shares2025-Q3: 979.6K shares2025-Q4: 1.05M shares2026-Q1: 1.09M shares
$61.66(-4.35%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
7.96%440.9K$28.3M
+3.44%(+14.68K)
2025-Q1: 434.6K shares2025-Q2: 369.0K shares2025-Q3: 397.5K shares2025-Q4: 426.2K shares2026-Q1: 440.9K shares
$50.65(+39.46%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
5.42%174.0K$19.2M
+8.27%(+13.29K)
2025-Q1: 117.5K shares2025-Q2: 110.1K shares2025-Q3: 134.3K shares2025-Q4: 160.7K shares2026-Q1: 174.0K shares
$90.51(+30.16%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
5.2%745.2K$18.4M
-5.47%(-43.09K)
2025-Q1: 632.8K shares2025-Q2: 818.5K shares2025-Q3: 796.3K shares2025-Q4: 788.3K shares2026-Q1: 745.2K shares
$18.31(+49.16%)
2026-03-31
SCHB
SCHWAB STRATEGIC TR
5.04%711.9K$17.9M
-3.21%(-23.58K)
2025-Q1: 588.6K shares2025-Q2: 761.4K shares2025-Q3: 753.2K shares2025-Q4: 735.5K shares2026-Q1: 711.9K shares
$18.96(+50.60%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
4.93%280.1K$17.5M
-6.38%(-19.10K)
2025-Q1: 261.4K shares2025-Q2: 312.0K shares2025-Q3: 300.3K shares2025-Q4: 299.2K shares2026-Q1: 280.1K shares
$46.33(+42.10%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
4.35%191.8K$15.5M
+0.79%(+1.51K)
2025-Q1: 174.8K shares2025-Q2: 150.8K shares2025-Q3: 169.2K shares2025-Q4: 190.3K shares2026-Q1: 191.8K shares
$60.19(+57.65%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
4.19%148.9K$14.9M
+4.66%(+6.63K)
2025-Q1: 113.4K shares2025-Q2: 113.8K shares2025-Q3: 127.3K shares2025-Q4: 142.3K shares2026-Q1: 148.9K shares
$69.43(+58.53%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.83%57.7K$10.1M
+0.00%(+0)
2025-Q1: 56.3K shares2025-Q2: 57.0K shares2025-Q3: 56.8K shares2025-Q4: 57.7K shares2026-Q1: 57.7K shares
$70.05(+222.38%)
2026-03-31

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