LIBRA WEALTH LLC portfolio
Latest available portfolio: Q2 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$391.23M
Full value: $391,229,378 · USD · 30 Jun 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 70 | $391,229,378 | +$6,387,963 | -$4,207,449 | +$2,180,514 | VTI, VGIT, VEA, AVUV, SCHB | 13F-HR | 06 Aug 2026, 10:41 |
| Q1 2026 | 66 | $354,849,465 | +$9,131,852 | -$4,179,876 | +$4,951,976 | VTI, VGIT, VEA, AVUV, SCHF | 13F-HR | 28 Apr 2026, 16:50 |
| Q4 2025 | 67 | $357,445,974 | +$29,149,886 | -$4,033,052 | +$25,116,834 | VTI, VGIT, VEA, SCHB, SCHF | 13F-HR | 28 Jan 2026, 16:28 |
| Q3 2025 | 68 | $333,027,230 | +$13,048,420 | -$6,080,218 | +$6,968,202 | VTI, VGIT, VEA, SCHB, SCHF | 13F-HR | 06 Nov 2025, 16:54 |
| Q2 2025 | 69 | $305,812,599 | +$23,151,496 | -$9,472,848 | +$13,678,648 | VTI, VGIT, VEA, SCHB, SCHF | 13F-HR | 25 Jul 2025, 14:14 |
| Q1 2025 | 63 | $266,538,274 | +$19,561,836 | -$3,375,252 | +$16,186,584 | VTI, VGIT, VEA, DFAT, SCHB | 13F-HR | 25 Apr 2025, 15:52 |
| Q4 2024 | 53 | $257,185,487 | +$29,136,703 | -$3,455,273 | +$25,681,430 | VTI, VGIT, VEA, DFAT, SCHB | 13F-HR | 22 Jan 2025, 16:49 |
| Q3 2024 | 57 | $250,296,950 | +$7,413,760 | -$884,970 | +$6,528,790 | VTI, VGIT, VEA, DFAT, SCHB | 13F-HR | 23 Oct 2024, 08:40 |
| Q2 2024 | 53 | $230,985,301 | +$17,226,746 | -$12,550,993 | +$4,675,753 | VTI, VGIT, VEA, DFAT, SCHB | 13F-HR | 13 Aug 2024, 16:34 |
| Q1 2024 | 55 | $228,205,887 | +$19,543,838 | -$2,533,128 | +$17,010,710 | VTI, VGIT, VEA, DFAT, SCHF | 13F-HR | 30 Apr 2024, 10:01 |
| Q4 2023 | 52 | $201,254,809 | +$5,449,462 | -$2,462,130 | +$2,987,332 | VTI, VGIT, DFAT, VEA, SCHF | 13F-HR | 29 Jan 2024, 09:09 |
| Q3 2023 | 50 | $180,668,351 | +$11,475,595 | -$7,194,719 | +$4,280,876 | VGIT, VTI, DFAT, VEA, SCHF | 13F-HR | 30 Oct 2023, 10:10 |
| Q2 2023 | 52 | $183,173,677 | +$10,576,939 | -$4,852,051 | +$5,724,888 | VTI, VGIT, DFAT, VEA, SCHF | 13F-HR | 10 Aug 2023, 17:29 |
| Q1 2023 | 49 | $171,560,598 | +$1,519,981 | -$4,620,855 | -$3,100,874 | VTI, VGIT, DFAT, SCHR, VEA | 13F-HR | 02 May 2023, 10:49 |
| Q4 2022 | 47 | $163,300,763 | +$7,235,483 | -$8,575,469 | -$1,339,986 | VTI, VGIT, DFAT, SCHR, SCHF | 13F-HR | 31 Jan 2023, 09:24 |
| Q3 2022 | 45 | $155,367,000 | +$30,884,031 | -$7,130,144 | +$23,753,887 | VTI, VGIT, SCHR, DFAT, SCHF | 13F-HR | 26 Oct 2022, 17:17 |
| Q2 2022 | 41 | $139,671,000 | +$96,068,969 | -$79,381,228 | +$16,687,741 | VTI, VGIT, SCHR, VEA, DFAT | 13F-HR | 22 Jul 2022, 09:25 |
| Q1 2022 | 34 | $133,221,000 | +$46,929,891 | -$5,322,192 | +$41,607,699 | BNDW, SCHB, DFAT, VEA, AVEM | 13F-HR | 29 Apr 2022, 15:38 |
| Q4 2021 | 28 | $90,582,000 | $0 | $0 | $0 | BNDW, VEA, DFAT, NFLX, AAPL | 13F-HR | 28 Apr 2022, 10:25 |
Showing 1-19 of 19 filings.
Manager details and filing context
- Latest 13F filing
- Q2 2026 - 06 Aug 2026
- Latest reported 13F value
- $391,229,378
- Largest 13F holdings
-
VTI VGIT VEA AVUV SCHB SCHF DFAT AVEM AVDV NVDA ESGV AAPL
+8 more
ITOT FBTC SPY SCHR HOOD MSFT NFLX SPTI - Form 13F summary
-
- LIBRA WEALTH LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- LIBRA WEALTH LLC reported 70 equity holdings with a total reported market value of $391,229,378 for Q2 2026. Top reported holdings included VTI, VGIT, VEA, AVUV, and SCHB.
- Manager signature
- Mark Astrinos - Chief Compliance Officer
- Manager location
- Los Gatos, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value