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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2025-11-06 (Q3 2025) | Holdings: 68 | Value: $333.0M | 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 | Add 3% ($1.6M) | 19.78% | $65.9M | +2.42% | |||
| VGIT - VANGUARD SCOTTSDALE FDS | Add 7% ($3.6M) | 17.66% | $58.8M | +0.12% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Add 8% ($1.7M) | 7.15% | $23.8M | +3.84% | |||
| SCHB - SCHWAB STRATEGIC TR | Reduce 1% $(211.6K) | 5.81% | $19.4M | ||||
| SCHF - SCHWAB STRATEGIC TR | Reduce 3% $(517.6K) | 5.57% | $18.5M | +3.65% | |||
| DFAT - DIMENSIONAL ETF TRUST | Reduce 4% $(680.8K) | 5.25% | $17.5M | +8.46% | |||
| AVUV - AMERICAN CENTY ETF TR | Add 22% ($2.4M) | 4.01% | $13.4M | +9.04% | |||
| AVEM - AMERICAN CENTY ETF TR | Add 12% ($1.4M) | 3.82% | $12.7M | +0.42% | |||
| AVDV - AMERICAN CENTY ETF TR | Add 12% ($1.2M) | 3.40% | $11.3M | ||||
| NVDA - NVIDIA CORPORATION | 3.18% | $10.6M | -5.34% | ||||
| ESGV - VANGUARD WORLD FD | 2.01% | $6.7M | +2.15% | ||||
| NFLX - NETFLIX INC | 1.90% | $6.3M | -13.00% | ||||
| AAPL - APPLE INC | Reduce 39% $(3.9M) | 1.83% | $6.1M | +3.24% | |||
| ITOT - ISHARES TR | 1.82% | $6.1M | +2.43% | ||||
| MSFT - MICROSOFT CORP | Reduce 2% $(127.4K) | 1.71% | $5.7M | -3.53% | |||
| SCHR - SCHWAB STRATEGIC TR | 1.53% | $5.1M | |||||
| FBTC - FIDELITY WISE ORIGIN BITCOIN | Add 21% ($888.7K) | 1.51% | $5.0M | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 5% $(213.8K) | 1.34% | $4.4M | ||||
| SPTI - SPDR SERIES TRUST | Reduce 1% $(31.1K) | 0.90% | $3.0M | +0.10% | |||
| TSLA - TESLA INC | 0.68% | $2.3M | +4.80% | ||||
| VOO - VANGUARD INDEX FDS | 0.53% | $1.8M | +2.08% | ||||
| QCOM - QUALCOMM INC | 0.51% | $1.7M | +3.75% | ||||
| GOOG - ALPHABET INC | 0.50% | $1.6M | |||||
| VSGX - VANGUARD WORLD FD | Reduce 2% $(31.5K) | 0.41% | $1.4M | +2.40% | |||
| VUG - VANGUARD INDEX FDS | 0.39% | $1.3M | +0.53% | ||||
| LC - LENDINGCLUB CORP | 0.33% | $1.1M | |||||
| AMZN - AMAZON COM INC | Reduce 6% $(67.4K) | 0.30% | $1.0M | -6.88% | |||
| VTV - VANGUARD INDEX FDS | 0.30% | $1.0M | +4.17% | ||||
| VB - VANGUARD INDEX FDS | Add 1% ($12.5K) | 0.30% | $989.9K | +5.55% | |||
| IWM - ISHARES TR | 0.27% | $913.4K | +6.48% | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.24% | $793.4K | +0.41% | ||||
| QQQ - INVESCO QQQ TR | Add 12% ($82.9K) | 0.24% | $786.5K | +0.87% | |||
| VBR - VANGUARD INDEX FDS | 0.23% | $757.0K | |||||
| GOOGL - ALPHABET INC | Reduce 5% $(36.5K) | 0.23% | $753.6K | ||||
| VO - VANGUARD INDEX FDS | 0.23% | $751.1K | |||||
| HD - HOME DEPOT INC | Reduce 2% $(12.2K) | 0.21% | $705.0K | -1.90% | |||
| IUSG - ISHARES TR | 0.20% | $680.0K | +1.34% | ||||
| VYM - VANGUARD WHITEHALL FDS | 0.19% | $633.7K | |||||
| SUB - ISHARES TR | 0.18% | $608.5K | |||||
| VIG - VANGUARD SPECIALIZED FUNDS | 0.18% | $604.0K | |||||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.18% | $590.3K | +2.55% | ||||
| ABBV - ABBVIE INC | 0.17% | $577.0K | +1.83% | ||||
| ESGD - ISHARES TR | 0.17% | $571.7K | +2.81% | ||||
| VNQ - VANGUARD INDEX FDS | 0.17% | $563.6K | +0.46% | ||||
| XLK - SELECT SECTOR SPDR TR | 0.17% | $556.7K | +0.24% | ||||
| ESGU - ISHARES TR | 0.15% | $516.0K | +2.09% | ||||
| META - META PLATFORMS INC | Reduce 1% $(2.9K) | 0.13% | $448.7K | +4.50% | |||
| IWY - ISHARES TR | New Purchase | 0.13% | $417.3K | +0.08% | |||
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.13% | $416.9K | ||||
| ADI - ANALOG DEVICES INC | New Purchase | 0.12% | $416.0K | +22.19% | |||
| INTU - INTUIT | Reduce 100% | 0.00% | $0.00 | ||||
| TEAM - ATLASSIAN CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||