Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Libra Wealth

Latest statistics and disclosures from Libra Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VGIT, VEA, DFAT, SCHB, and represent 58.99% of Libra Wealth's stock portfolio.
Added to shares of these 10 stocks: VGIT, AVUV, FBTC, VEA, GOOG, AVDV, AVEM, INTU, NFLX, VZ.
Started 5 new stock positions in VZ, INTU, PI, CHPT, CSCO.
Reduced shares in these 9 stocks: DFAT, , MSFT, NVDA, ITOT, SCHB, SCHF, VTV, SPTI.
Sold out of its position in JPM.
Libra Wealth was a net buyer of stock by $6.5M.
Libra Wealth has $250M in assets under management (AUM), dropping by 8.36%.
Central Index Key (CIK): 0001925385

Tip: Access up to 7 years of quarterly data

Positions held by Libra Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Libra Wealth

Libra Wealth holds 57 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	20.9	$52M		185k	283.16	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	19.0	$48M	+4%	788k	60.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.6	$19M	+2%	361k	52.81	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.1	$15M	-2%	273k	55.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.4	$14M		203k	66.52	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.3	$13M		323k	41.12	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.3	$8.3M	+6%	128k	64.60	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.1	$7.8M	+11%	82k	95.95	View chart
NVIDIA Corporation (NVDA)	2.7	$6.8M		56k	121.44	View chart
Apple (AAPL)	2.6	$6.5M		28k	233.00	View chart
Vanguard World Esg Us Stk Etf (ESGV)	2.5	$6.3M		62k	101.65	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.5	$6.3M		124k	50.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.0	$5.1M	+10%	73k	70.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.8	$4.4M		35k	125.62	View chart
Microsoft Corporation (MSFT)	1.7	$4.4M	-2%	10k	430.29	View chart
Netflix (NFLX)	1.6	$4.1M	+8%	5.8k	709.27	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$3.3M		5.7k	573.76	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.3	$3.2M		111k	29.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.5M		2.8k	527.67	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.5	$1.3M	+6%	22k	61.51	View chart
Amazon (AMZN)	0.5	$1.3M	+6%	7.0k	186.33	View chart
Tesla Motors (TSLA)	0.5	$1.3M		4.9k	261.63	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$1.1M	+150%	21k	55.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.0M	+102%	6.2k	167.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$935k		2.4k	383.93	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$898k		3.8k	237.21	View chart
Lendingclub Corp Com New (LC)	0.3	$836k		73k	11.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$834k		3.8k	220.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$693k		2.6k	263.83	View chart
Home Depot (HD)	0.3	$688k		1.7k	405.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$684k		3.4k	200.78	View chart
International Business Machines (IBM)	0.3	$662k		3.0k	221.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$605k		5.7k	106.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$601k		6.2k	97.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$576k		4.5k	128.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$554k		2.8k	198.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$531k		1.1k	488.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$514k		3.1k	165.85	View chart
Abbvie (ABBV)	0.2	$496k		2.5k	197.48	View chart
Intuit (INTU)	0.2	$475k	NEW	765.00	621.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$426k		2.4k	174.57	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$364k		7.2k	50.28	View chart
American Express Company (AXP)	0.1	$353k		1.3k	271.20	View chart
Costco Wholesale Corporation (COST)	0.1	$346k		390.00	886.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$331k		5.1k	64.74	View chart
Applied Materials (AMAT)	0.1	$323k		1.6k	202.05	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$313k		4.2k	73.88	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$309k		3.7k	84.17	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$293k		515.00	569.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$241k		524.00	460.26	View chart
Block Cl A (SQ)	0.1	$239k		3.6k	67.13	View chart
Deere & Company (DE)	0.1	$232k		555.00	417.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$226k		1.0k	225.76	View chart
Verizon Communications (VZ)	0.1	$218k	NEW	4.9k	44.91	View chart
Impinj (PI)	0.1	$217k	NEW	1.0k	216.52	View chart
Cisco Systems (CSCO)	0.1	$211k	NEW	4.0k	53.22	View chart
Chargepoint Holdings Com Cl A (CHPT)	0.0	$69k	NEW	50k	1.37	View chart

Past Filings by Libra Wealth

SEC 13F filings are viewable for Libra Wealth going back to 2021

Libra Wealth 2024 Q3 filed Oct. 23, 2024
Libra Wealth 2024 Q2 filed Aug. 13, 2024
Libra Wealth 2024 Q1 filed April 30, 2024
Libra Wealth 2023 Q4 filed Jan. 29, 2024
Libra Wealth 2023 Q3 filed Oct. 30, 2023
Libra Wealth 2023 Q2 filed Aug. 10, 2023
Libra Wealth 2023 Q1 filed May 2, 2023
Libra Wealth 2022 Q4 filed Jan. 31, 2023
Libra Wealth 2022 Q3 filed Oct. 26, 2022
Libra Wealth 2022 Q2 filed July 22, 2022
Libra Wealth 2022 Q1 filed April 29, 2022
Libra Wealth 2021 Q4 filed April 28, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z