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

  1. VTI - VANGUARD INDEX FDS, 19.66%
  2. VGIT - VANGUARD SCOTTSDALE FDS, 18.08%
  3. 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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