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Libra Wealth

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

Top 5 stock holdings are VTI, VGIT, VEA, SCHB, SCHF, and represent 55.97% of Libra Wealth's stock portfolio.
Added to shares of these 10 stocks: VGIT, AVUV, VEA, VTI, AVEM, AVDV, FBTC, QQQ, BRK.B, VXUS.
Reduced shares in these 10 stocks: AAPL, DFAT, SCHF, SPY, SCHB, MSFT, AMZN, COST, GOOGL, NVDA.
Sold out of its position in Chargepoint Holdings Inc Com Cl A.
Libra Wealth was a net buyer of stock by $7.0M.
Libra Wealth has $333M in assets under management (AUM), dropping by 8.90%.
Central Index Key (CIK): 0001925385

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Portfolio Holdings for Libra Wealth

Libra Wealth holds 68 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	19.8	$66M	+2%	201k	328.17	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	17.7	$59M	+6%	980k	60.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.2	$24M	+7%	398k	59.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.8	$19M		753k	25.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.6	$19M	-2%	796k	23.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.2	$18M	-3%	300k	58.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.0	$13M	+21%	134k	99.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.8	$13M	+12%	169k	75.11	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.4	$11M	+11%	127k	89.03	View chart
NVIDIA Corporation (NVDA)	3.2	$11M		57k	186.58	View chart
Vanguard World Esg Us Stk Etf (ESGV)	2.0	$6.7M		57k	118.44	View chart
Netflix (NFLX)	1.9	$6.3M		5.3k	1198.92	View chart
Apple (AAPL)	1.8	$6.1M	-38%	24k	254.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.8	$6.1M		42k	145.65	View chart
Microsoft Corporation (MSFT)	1.7	$5.7M	-2%	11k	517.97	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.5	$5.1M		202k	25.13	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.5	$5.0M	+21%	50k	99.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$4.4M	-4%	6.7k	666.18	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.9	$3.0M		104k	28.90	View chart
Tesla Motors (TSLA)	0.7	$2.3M		5.1k	444.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.8M		2.9k	612.38	View chart
Qualcomm (QCOM)	0.5	$1.7M		10k	166.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.6M		6.8k	243.55	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.4	$1.4M	-2%	20k	69.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.3M		2.7k	479.61	View chart
Lendingclub Corp Com New (LC)	0.3	$1.1M		73k	15.19	View chart
Amazon (AMZN)	0.3	$1.0M	-6%	4.6k	219.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.0M		5.4k	186.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$990k		3.9k	254.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$913k		3.8k	241.96	View chart
International Business Machines (IBM)	0.2	$793k		2.8k	282.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$787k	+11%	1.3k	600.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$757k		3.6k	208.71	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$754k	-4%	3.1k	243.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$751k		2.6k	293.74	View chart
Home Depot (HD)	0.2	$705k		1.7k	405.19	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$680k		4.1k	164.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$634k		4.5k	140.95	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$609k		5.7k	106.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$604k		2.8k	215.79	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$590k		8.3k	71.37	View chart
Abbvie (ABBV)	0.2	$577k		2.5k	231.54	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$572k		6.1k	92.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$564k		6.2k	91.42	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$557k		2.0k	281.86	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$516k		3.5k	145.60	View chart
Meta Platforms Cl A (META)	0.1	$449k		611.00	734.38	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$417k		1.5k	273.65	View chart
American Express Company (AXP)	0.1	$417k		1.3k	332.16	View chart
Analog Devices (ADI)	0.1	$416k		1.7k	245.70	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$403k	-4%	2.5k	159.70	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$400k	+6%	5.4k	73.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$397k		7.3k	54.18	View chart
Intuit (INTU)	0.1	$377k	-3%	552.00	682.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$358k		7.2k	49.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$356k	+20%	709.00	502.74	View chart
Applied Materials (AMAT)	0.1	$328k		1.6k	204.74	View chart
Costco Wholesale Corporation (COST)	0.1	$322k	-15%	347.00	926.50	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$307k		515.00	596.03	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$288k		3.5k	82.58	View chart
Cisco Systems (CSCO)	0.1	$279k	-6%	4.1k	68.42	View chart
salesforce (CRM)	0.1	$277k	-3%	1.2k	237.00	View chart
Deere & Company (DE)	0.1	$254k		555.00	457.26	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$249k	-9%	2.3k	106.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$237k		1.3k	189.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$233k		8.5k	27.30	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$214k		2.5k	84.68	View chart
Concentrix Corp (CNXC)	0.1	$212k		4.6k	46.15	View chart

Past Filings by Libra Wealth

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

Libra Wealth 2025 Q3 filed Nov. 6, 2025
Libra Wealth 2025 Q2 filed July 25, 2025
Libra Wealth 2025 Q1 filed April 25, 2025
Libra Wealth 2024 Q4 filed Jan. 22, 2025
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

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