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The Analysis of LIBRA WEALTH LLC's Holdings & P&L

Currently, LIBRA WEALTH LLC holds 66 types of securities in its portfolio with a total value $354.8M. In the most recent quarter, they have increased their positions in VTI (+8.0K shares, valued at $2.6M), VGIT (+31.4K shares, valued at $1.9M), AVUV (+13.3K shares, valued at $1.5M); decreased their positions in DFAT (-19.1K shares, valued at $1.2M), SCHF (-43.1K shares, valued at $1.1M), SCHB (-23.6K shares, valued at $591.9K); initiated new positions in JNJ (+948 shares, valued at $231.8K), SMLV (+1.5K shares, valued at $200.5K).

1M P&L

+11.6M+3.14%

3M P&L

+5.9M+1.57%

HY P&L

+22.8M+6.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A311.3M

89.3%

2Semiconductors11.8M

3.4%

3Consumer Electronics5.8M

1.7%

Top Industries by Stock Count

1N/A39 stocks

65.0%

2Semiconductors3 stocks

5.0%

3Drug Manufacturers - General2 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS219.3K shares3.78%2026-03-312026-04-28

VGIT VANGUARD SCOTTSDALE FDS1.1M shares2.98%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS440.9K shares3.44%2026-03-312026-04-28

AVUV AMERICAN CENTY ETF TR174.0K shares8.27%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR745.2K shares-5.47%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR711.9K shares-3.21%2026-03-312026-04-28

DFAT DIMENSIONAL ETF TRUST280.1K shares-6.38%2026-03-312026-04-28

AVEM AMERICAN CENTY ETF TR191.8K shares0.79%2026-03-312026-04-28

Sponsored

AVDV AMERICAN CENTY ETF TR148.9K shares4.66%2026-03-312026-04-28

NVDA NVIDIA CORPORATION57.7K shares0.00%2026-03-312026-04-28

ESGV VANGUARD WORLD FD53.5K shares0.74%2026-03-312026-04-28

ITOT ISHARES TR41.1K shares-1.17%2026-03-312026-04-28

AAPL APPLE INC22.9K shares-1.14%2026-03-312026-04-28

FBTC FIDELITY WISE ORIGIN BITCOIN93.7K shares20.94%2026-03-312026-04-28

NFLX NETFLIX INC.52.8K shares0.00%2026-03-312026-04-28

SCHR SCHWAB STRATEGIC TR202.0K shares0.00%2026-03-312026-04-28

Sponsored

SPY STATE STR SPDR S&P 500 ETF T6.7K shares0.00%2026-03-312026-04-28

MSFT MICROSOFT CORP11.0K shares-0.19%2026-03-312026-04-28

HOOD ROBINHOOD MKTS INC44.8K shares0.00%2026-03-312026-04-28

SPTI SPDR SERIES TRUST104.3K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC7.8K shares0.00%2026-03-312026-04-28

TSLA TESLA INC5.1K shares0.00%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K shares-1.79%2026-03-312026-04-28

VSGX VANGUARD WORLD FD18.5K shares-0.51%2026-03-312026-04-28

Sponsored

QCOM QUALCOMM INC10.2K shares0.00%2026-03-312026-04-28

VUG VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-04-28

VTV VANGUARD INDEX FDS5.5K shares0.00%2026-03-312026-04-28

VB VANGUARD INDEX FDS3.8K shares-2.47%2026-03-312026-04-28

IWM ISHARES TR3.8K shares0.00%2026-03-312026-04-28

AMZN AMAZON COM INC4.3K shares-6.09%2026-03-312026-04-28

ALPHABET INC ALPHABET INC3.1K shares0.00%2026-03-312026-04-28

VO VANGUARD INDEX FDS2.7K shares0.00%2026-03-312026-04-28

Sponsored

VBR VANGUARD INDEX FDS3.5K shares-4.08%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-1.30%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS2.8K shares0.00%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS4.4K shares-1.49%2026-03-312026-04-28

IUSG ISHARES TR4.1K shares0.00%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F8.3K shares0.00%2026-03-312026-04-28

SUB ISHARES TR5.7K shares0.00%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS2.8K shares0.00%2026-03-312026-04-28

Sponsored

ESGD ISHARES TR6.1K shares0.00%2026-03-312026-04-28

HD HOME DEPOT INC1.7K shares0.00%2026-03-312026-04-28

AMAT APPLIED MATLS INC1.6K shares0.00%2026-03-312026-04-28

VNQ VANGUARD INDEX FDS6.2K shares0.00%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR4.0K shares0.00%2026-03-312026-04-28

ABBV ABBVIE INC2.4K shares0.00%2026-03-312026-04-28

ESGU ISHARES TR3.5K shares0.00%2026-03-312026-04-28

ADI ANALOG DEVICES INC1.5K shares0.00%2026-03-312026-04-28

Sponsored

CDNS CADENCE DESIGN SYSTEM INC1.7K shares0.00%2026-03-312026-04-28

VXUS VANGUARD STAR FDS5.4K shares0.00%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO1.3K shares0.00%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F6.5K shares-11.51%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS7.2K shares0.00%2026-03-312026-04-28

CSCO CISCO SYS INC4.1K shares0.51%2026-03-312026-04-28

MDY STATE STR SPDR S&P MIDCAP 40515 shares0.00%2026-03-312026-04-28

DE DEERE & CO555 shares0.00%2026-03-312026-04-28

Sponsored

IXUS ISHARES TR3.5K shares0.00%2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS3.5K shares34.00%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL561 shares-19.86%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION250 shares-18.57%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-04-28

INTU INTUIT554 shares0.36%2026-03-312026-04-28

VYMI VANGUARD WHITEHALL FDS2.5K shares0.00%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON948 sharesnew addition2026-03-312026-04-28

Sponsored

META META PLATFORMS INC367 shares-17.71%2026-03-312026-04-28

SMLV SPDR SERIES TRUST1.5K sharesnew addition2026-03-312026-04-28

VTI

VANGUARD INDEX FDS

3.78%

Shares219.3K

Event2026-03-31

Filed2026-04-28

VGIT

VANGUARD SCOTTSDALE FDS

2.98%

Shares1.1M

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

3.44%

Shares440.9K

Event2026-03-31

Filed2026-04-28

AVUV

AMERICAN CENTY ETF TR

8.27%

Shares174.0K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

-5.47%

Shares745.2K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

-3.21%

Shares711.9K

Event2026-03-31

Filed2026-04-28

DFAT

DIMENSIONAL ETF TRUST

-6.38%

Shares280.1K

Event2026-03-31

Filed2026-04-28

AVEM

AMERICAN CENTY ETF TR

0.79%

Shares191.8K

Event2026-03-31

Filed2026-04-28

AVDV

AMERICAN CENTY ETF TR

4.66%

Shares148.9K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

0.00%

Shares57.7K

Event2026-03-31

Filed2026-04-28

ESGV

VANGUARD WORLD FD

0.74%

Shares53.5K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

-1.17%

Shares41.1K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-1.14%

Shares22.9K

Event2026-03-31

Filed2026-04-28

FBTC

FIDELITY WISE ORIGIN BITCOIN

20.94%

Shares93.7K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC.

0.00%

Shares52.8K

Event2026-03-31

Filed2026-04-28

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares202.0K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-0.19%

Shares11.0K

Event2026-03-31

Filed2026-04-28

HOOD

ROBINHOOD MKTS INC

0.00%

Shares44.8K

Event2026-03-31

Filed2026-04-28

SPTI

SPDR SERIES TRUST

0.00%

Shares104.3K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-1.79%

Shares3.0K

Event2026-03-31

Filed2026-04-28

VSGX

VANGUARD WORLD FD

-0.51%

Shares18.5K

Event2026-03-31

Filed2026-04-28

QCOM

QUALCOMM INC

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-2.47%

Shares3.8K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-6.09%

Shares4.3K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

-4.08%

Shares3.5K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-1.30%

Shares1.3K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

-1.49%

Shares4.4K

Event2026-03-31

Filed2026-04-28

IUSG

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-28

SUB

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-28

ESGD

ISHARES TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-28

VNQ

VANGUARD INDEX FDS

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-28

ESGU

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-28

ADI

ANALOG DEVICES INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD STAR FDS

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

-11.51%

Shares6.5K

Event2026-03-31

Filed2026-04-28

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

0.51%

Shares4.1K

Event2026-03-31

Filed2026-04-28

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares515

Event2026-03-31

Filed2026-04-28

DEERE & CO

0.00%

Shares555

Event2026-03-31

Filed2026-04-28

IXUS

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-28

BSV

VANGUARD BD INDEX FDS

34.00%

Shares3.5K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-19.86%

Shares561

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

-18.57%

Shares250

Event2026-03-31

Filed2026-04-28

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-28

INTU

INTUIT

0.36%

Shares554

Event2026-03-31

Filed2026-04-28

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

New

Shares948

Event2026-03-31

Filed2026-04-28