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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2025-07-25 (Q2 2025) | Holdings: 69 | Value: $305.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VTI - VANGUARD INDEX FDS | Reduce 3% $(1.7M) | 19.45% | $59.5M | +7.23% | +7.69% | ||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 4% ($2.1M) | 17.98% | $55.0M | +2.72% | +2.92% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 15% $(3.7M) | 6.88% | $21.0M | +9.24% | +7.82% | ||
| SCHB - SCHWAB STRATEGIC TR | Add 29% ($4.1M) | 5.93% | $18.1M | ||||
| SCHF - SCHWAB STRATEGIC TR | Add 29% ($4.1M) | 5.92% | $18.1M | +9.28% | +7.90% | ||
| DFAT - DIMENSIONAL ETF TRUST | Add 19% ($2.7M) | 5.50% | $16.8M | +8.93% | +4.06% | ||
| AVEM - AMERICAN CENTY ETF TR | Reduce 14% $(1.6M) | 3.38% | $10.3M | +8.93% | +11.08% | ||
| AVUV - AMERICAN CENTY ETF TR | Reduce 6% $(675.6K) | 3.28% | $10.0M | +10.65% | +5.07% | ||
| AVDV - AMERICAN CENTY ETF TR | 2.95% | $9.0M | |||||
| NVDA - NVIDIA CORPORATION | Add 1% ($97.6K) | 2.94% | $9.0M | +0.59% | +10.05% | ||
| AAPL - APPLE INC | Add 56% ($2.8M) | 2.56% | $7.8M | +30.29% | +25.74% | ||
| NFLX - NETFLIX INC | Add 1% ($73.7K) | 2.32% | $7.1M | -19.41% | -7.33% | ||
| ESGV - VANGUARD WORLD FD | Reduce 5% $(344.9K) | 2.04% | $6.2M | +7.10% | +8.10% | ||
| ITOT - ISHARES TR | Add 1% ($79.5K) | 1.83% | $5.6M | +7.21% | +7.75% | ||
| MSFT - MICROSOFT CORP | Add 4% ($204.9K) | 1.83% | $5.6M | -6.59% | +3.56% | ||
| SCHR - SCHWAB STRATEGIC TR | Reduce 5% $(242.1K) | 1.66% | $5.1M | ||||
| SPY - SPDR S&P 500 ETF TR | Add 23% ($800.7K) | 1.41% | $4.3M | ||||
| FBTC - FIDELITY WISE ORIGIN BITCOIN | Add 51% ($1.3M) | 1.28% | $3.9M | ||||
| SPTI - SPDR SERIES TRUST | Reduce 3% $(87.3K) | 0.99% | $3.0M | +2.73% | +2.94% | ||
| VOO - VANGUARD INDEX FDS | Add 1% ($11.9K) | 0.53% | $1.6M | +7.27% | +7.81% | ||
| QCOM - QUALCOMM INC | 0.53% | $1.6M | +12.81% | +18.14% | |||
| TSLA - TESLA INC | Reduce 2% $(27.3K) | 0.53% | $1.6M | +44.12% | +42.07% | ||
| VSGX - VANGUARD WORLD FD | Reduce 12% $(175.0K) | 0.43% | $1.3M | +8.33% | +8.66% | ||
| GOOG - ALPHABET INC | Add 10% ($113.5K) | 0.39% | $1.2M | ||||
| VUG - VANGUARD INDEX FDS | 0.39% | $1.2M | +6.66% | +9.53% | |||
| AMZN - AMAZON COM INC | Add 14% ($135.1K) | 0.35% | $1.1M | -3.07% | -2.73% | ||
| VTV - VANGUARD INDEX FDS | Add 68% ($384.8K) | 0.31% | $954.0K | +7.20% | +5.12% | ||
| VB - VANGUARD INDEX FDS | Add 4% ($36.5K) | 0.30% | $911.0K | +6.57% | +5.54% | ||
| LC - LENDINGCLUB CORP | 0.29% | $879.8K | |||||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 3% ($23.6K) | 0.27% | $828.9K | +20.26% | +21.09% | ||
| IWM - ISHARES TR | 0.27% | $814.6K | +12.98% | +11.40% | |||
| VO - VANGUARD INDEX FDS | 0.23% | $715.5K | |||||
| VBR - VANGUARD INDEX FDS | 0.23% | $707.3K | |||||
| HD - HOME DEPOT INC | Add 4% ($26.8K) | 0.21% | $649.0K | -2.60% | +3.67% | ||
| QQQ - INVESCO QQQ TR | Add 8% ($46.3K) | 0.21% | $646.5K | +8.21% | +10.76% | ||
| IUSG - ISHARES TR | New Purchase | 0.20% | $621.6K | +7.19% | +9.03% | ||
| SUB - ISHARES TR | 0.20% | $606.0K | |||||
| VYM - VANGUARD WHITEHALL FDS | 0.20% | $599.4K | |||||
| VIG - VANGUARD SPECIALIZED FUNDS | 0.19% | $572.9K | |||||
| GOOGL - ALPHABET INC | Add 5% ($26.4K) | 0.19% | $572.7K | ||||
| VEU - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.18% | $556.0K | +8.89% | +8.70% | ||
| VNQ - VANGUARD INDEX FDS | 0.18% | $549.1K | -1.30% | +2.28% | |||
| ESGD - ISHARES TR | Add 29% ($123.7K) | 0.18% | $548.6K | +6.93% | +6.54% | ||
| TEAM - ATLASSIAN CORPORATION | 0.18% | $535.3K | |||||
| XLK - SELECT SECTOR SPDR TR | New Purchase | 0.16% | $500.1K | +9.41% | +13.84% | ||
| ESGU - ISHARES TR | New Purchase | 0.16% | $479.5K | +7.33% | +7.96% | ||
| ABBV - ABBVIE INC | Add 3% ($13.9K) | 0.15% | $462.6K | +17.64% | +20.12% | ||
| META - META PLATFORMS INC | New Purchase | 0.15% | $453.9K | -9.86% | +5.05% | ||
| INTU - INTUIT | Add 5% ($20.5K) | 0.15% | $451.3K | -14.38% | -12.79% | ||
| COST - COSTCO WHSL CORP NEW | Add 6% ($21.8K) | 0.13% | $406.2K | -5.19% | -0.47% | ||
| SPLG - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| BNDX - VANGUARD CHARLOTTE FDS | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| AXP - AMERICAN EXPRESS CO | Reduce 100% | 0.00% | $0.00 | ||||
| ADI - ANALOG DEVICES INC | Reduce 100% | 0.00% | $0.00 | ||||