AI Portfolio Summary
In 2026 Q1, LIBRA WEALTH LLC maintained a portfolio of 69 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 3.8%. The fund also reduced its exposure to DIMENSIONAL ETF TRUS by 6.4%.
Total Positions
69
Quarter
2026 Q1
Top Holding
VTI (19.8%)
Top 10 Concentration
78.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 69
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 19.82% | 19.82% |
#1
Prev: #1
|
6.5 | 7,987 | 3.8% |
P
S
|
219,258 | $70,340,194 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 18.23% | 17.68% |
#2
Prev: #2
|
6.0 | 31,416 | 3.0% |
P
S
|
1,086,123 | $64,678,625 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 7.96% | 7.45% |
#3
Prev: #3
|
4.7 | 14,676 | 3.4% |
P
S
|
440,860 | $28,250,338 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 5.42% | 4.59% |
#4
3
Prev: #7
|
4.7 | 13,288 | 8.3% |
P
S
|
174,008 | $19,222,664 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 5.20% | 5.30% |
#5
Prev: #5
|
3.1 | -43,090 | -5.5% |
P
S
|
745,202 | $18,443,750 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 5.04% | 5.40% |
#6
2
Prev: #4
|
2.5 | -23,580 | -3.2% |
P
S
|
711,919 | $17,869,167 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 4.93% | 4.98% |
#7
1
Prev: #6
|
2.5 | -19,099 | -6.4% |
P
S
|
280,077 | $17,490,826 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 4.35% | 4.10% |
#8
Prev: #8
|
2.2 | 1,511 | 0.8% |
P
S
|
191,780 | $15,453,632 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 4.19% | 3.74% |
#9
Prev: #9
|
2.2 | 6,631 | 4.7% |
P
S
|
148,916 | $14,870,752 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.83% | 3.01% |
#10
Prev: #10
|
2.1 | no change | no change |
P
S
|
57,656 | $10,055,249 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 1.69% | 1.80% |
#11
Prev: #11
|
1.2 | 392 | 0.7% |
P
S
|
53,524 | $6,009,139 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ITOT
ISHARES TR
|
ETF | 1.65% | 1.73% |
#12
1
Prev: #13
|
1.2 | -485 | -1.2% |
P
S
|
41,069 | $5,849,458 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AAPL
APPLE INC
|
Technology | 1.63% | 1.76% |
#13
1
Prev: #12
|
1.2 | -263 | -1.1% |
P
S
|
22,853 | $5,799,808 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 1.56% | 1.65% |
#14
Prev: #14
|
3.1 | 16,229 | 20.9% |
P
S
|
93,717 | $5,532,115 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
NFLX
NETFLIX INC.
|
ETF | 1.43% | 1.38% |
#15
3
Prev: #18
|
1.6 | no change | no change |
P
S
|
52,750 | $5,071,913 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 1.42% | 1.42% |
#16
Prev: #16
|
1.6 | no change | no change |
P
S
|
202,043 | $5,032,891 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.22% | 1.27% |
#17
2
Prev: #19
|
1.5 | no change | no change |
P
S
|
6,678 | $4,342,972 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.15% | 1.50% |
#18
3
Prev: #15
|
1.0 | -21 | -0.2% |
P
S
|
11,047 | $4,089,387 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.87% | 1.42% |
#19
2
Prev: #17
|
1.3 | no change | no change |
P
S
|
44,791 | $3,104,016 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SPTI
SPDR SERIES TRU...
|
ETF | 0.84% | 0.84% |
#20
Prev: #20
|
1.3 | no change | no change |
P
S
|
104,269 | $2,988,350 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.63% | 0.68% |
#21
Prev: #21
|
1.3 | no change | no change |
P
S
|
7,758 | $2,225,403 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.53% | 0.64% |
#22
Prev: #22
|
1.2 | no change | no change |
P
S
|
5,060 | $1,881,055 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.51% | 0.54% |
#23
Prev: #23
|
0.7 | -55 | -1.8% |
P
S
|
3,012 | $1,799,821 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.37% | 0.37% |
#24
2
Prev: #26
|
0.6 | -95 | -0.5% |
P
S
|
18,486 | $1,326,001 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.37% | 0.49% |
#25
1
Prev: #24
|
1.1 | no change | no change |
P
S
|
10,170 | $1,309,693 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.36% | 0.40% |
#26
1
Prev: #25
|
1.1 | no change | no change |
P
S
|
2,961 | $1,293,335 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.31% | 0.29% |
#27
Prev: #27
|
1.1 | no change | no change |
P
S
|
5,518 | $1,082,632 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.28% | 0.28% |
#28
1
Prev: #29
|
0.6 | -96 | -2.5% |
P
S
|
3,797 | $994,510 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IWM
ISHARES TR
|
ETF | 0.26% | 0.26% |
#29
2
Prev: #31
|
1.1 | no change | no change |
P
S
|
3,775 | $936,200 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.25% | 0.29% |
#30
2
Prev: #28
|
0.6 | -278 | -6.1% |
P
S
|
4,285 | $892,437 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.25% | 0.27% |
#31
1
Prev: #30
|
1.1 | no change | no change |
P
S
|
3,100 | $891,436 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.22% | 0.22% |
#32
2
Prev: #34
|
1.1 | no change | no change |
P
S
|
2,677 | $768,781 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.21% | 0.21% |
#33
2
Prev: #35
|
0.6 | -148 | -4.1% |
P
S
|
3,479 | $755,813 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.21% | 0.23% |
#34
1
Prev: #33
|
0.6 | -17 | -1.3% |
P
S
|
1,294 | $746,871 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.19% | 0.23% |
#35
3
Prev: #32
|
1.1 | no change | no change |
P
S
|
2,812 | $681,601 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.18% | 0.18% |
#36
1
Prev: #37
|
0.6 | -67 | -1.5% |
P
S
|
4,429 | $655,935 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
IUSG
ISHARES TR
|
Warrant | 0.18% | 0.19% |
#37
1
Prev: #36
|
1.1 | no change | no change |
P
S
|
4,133 | $641,070 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.18% | 0.17% |
#38
1
Prev: #39
|
1.1 | no change | no change |
P
S
|
8,271 | $621,152 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
SUB
ISHARES TR
|
ETF | 0.17% | 0.17% |
#39
1
Prev: #40
|
1.1 | no change | no change |
P
S
|
5,699 | $606,944 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.17% | 0.17% |
#40
2
Prev: #38
|
1.1 | no change | no change |
P
S
|
2,799 | $601,953 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ESGD
ISHARES TR
|
ETF | 0.17% | 0.16% |
#41
1
Prev: #42
|
1.1 | no change | no change |
P
S
|
6,149 | $587,967 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.16% | 0.17% |
#42
1
Prev: #41
|
1.1 | no change | no change |
P
S
|
1,740 | $572,269 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.15% | 0.12% |
#43
6
Prev: #49
|
1.1 | no change | no change |
P
S
|
1,600 | $546,864 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.15% | 0.15% |
#44
Prev: #44
|
1.1 | no change | no change |
P
S
|
6,165 | $546,836 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.15% | 0.16% |
#45
2
Prev: #43
|
1.1 | no change | no change |
P
S
|
3,950 | $524,955 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.15% | 0.15% |
#46
1
Prev: #45
|
1.1 | no change | no change |
P
S
|
2,386 | $518,931 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ESGU
ISHARES TR
|
ETF | 0.14% | 0.15% |
#47
1
Prev: #46
|
1.1 | no change | no change |
P
S
|
3,544 | $501,192 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.14% | 0.11% |
#48
3
Prev: #51
|
1.1 | no change | no change |
P
S
|
1,508 | $479,755 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
CDNS
CADENCE DESIGN ...
|
Technology | 0.13% | 0.15% |
#49
2
Prev: #47
|
1.1 | no change | no change |
P
S
|
1,665 | $462,654 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-28 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.12% | 0.11% |
#50
Prev: #50
|
1.0 | no change | no change |
P
S
|
5,440 | $419,478 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-28 |
Showing 1-50 of 69 holdings