LIBRA WEALTH LLC - Portfolio overview
LIBRA WEALTH LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-04-28.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- VTI - VANGUARD INDEX FDS, 19.66%
- VGIT - VANGUARD SCOTTSDALE FDS, 18.08%
- VEA - VANGUARD TAX-MANAGED FDS, 7.90%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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