Institutional Fund
Libra Wealth LLC
Los Gatos, CACIK 19253855 filings on record
Portfolio Value
$354.85M
Q1 2026
Holdings
66
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-0.7%
from $357.45M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds19.8%
- Vanguard Scottsdale Fds18.2%
- Vanguard Tax-Managed Fds8.0%
- American Centy ETF Tr5.4%
- Schwab Strategic Tr5.2%
- Schwab Strategic Tr5.0%
- Other38.3%
Portfolio Holdings
66 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 219.3K | $70.34M | 19.8% | +8.0K | Added |
| 2 | Vanguard Scottsdale Fds | 1.09M | $64.68M | 18.2% | +31.4K | Added |
| 3 | Vanguard Tax-Managed Fds | 440.9K | $28.25M | 8.0% | +14.7K | Added |
| 4 | American Centy ETF Tr | 174.0K | $19.22M | 5.4% | +13.3K | Added |
| 5 | Schwab Strategic Tr | 745.2K | $18.44M | 5.2% | −43.1K | Reduced |
| 6 | Schwab Strategic Tr | 711.9K | $17.87M | 5.0% | −23.6K | Reduced |
| 7 | Dimensional ETF Trust | 280.1K | $17.49M | 4.9% | −19.1K | Reduced |
| 8 | American Centy ETF Tr | 191.8K | $15.45M | 4.4% | +1.5K | Added |
| 9 | American Centy ETF Tr | 148.9K | $14.87M | 4.2% | +6.6K | Added |
| 10 | Nvidia Corporation | 57.7K | $10.06M | 2.8% | 0 | Held |
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