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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 55.65% of Libra Wealth's stock portfolio.
Added to shares of these 10 stocks: HOOD (+$5.1M), VGIT, NFLX, VTI, AVUV, FBTC, VEA, AVEM, AVDV, CDNS.
Started 4 new stock positions in CDNS, HOOD, IWB, BSV.
Reduced shares in these 10 stocks: LC, SCHB, IWY, ESGV, MUB, SCHD, AAPL, CNXC, SCHF, META.
Sold out of its positions in CNXC, MUB, IWY, LC, SCHD.
Libra Wealth was a net buyer of stock by $25M.
Libra Wealth has $357M in assets under management (AUM), dropping by 7.33%.
Central Index Key (CIK): 0001925385

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Portfolio Holdings for Libra Wealth

Libra Wealth holds 67 positions in its portfolio as reported in the December 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	$71M	+5%	211k	335.27	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	17.7	$63M	+7%	1.1M	59.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.4	$27M	+7%	426k	62.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.4	$19M	-2%	736k	26.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.3	$19M		788k	24.04	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.0	$18M		299k	59.54	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.6	$16M	+19%	161k	101.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.1	$15M	+12%	190k	77.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.7	$13M	+11%	142k	93.97	View chart
NVIDIA Corporation (NVDA)	3.0	$11M		58k	186.50	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.8	$6.4M	-6%	53k	120.96	View chart
Apple (AAPL)	1.8	$6.3M	-3%	23k	271.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.7	$6.2M		42k	148.69	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.7	$5.9M	+53%	78k	76.23	View chart
Microsoft Corporation (MSFT)	1.5	$5.4M		11k	483.63	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.4	$5.1M		202k	25.08	View chart
Robinhood Mkts Com Cl A (HOOD)	1.4	$5.1M	NEW	45k	113.10	View chart
Netflix (NFLX)	1.4	$4.9M	+900%	53k	93.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$4.6M		6.7k	681.92	View chart
Spdr Series Trust State Street Spd (SPTI)	0.8	$3.0M		104k	28.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.4M	+14%	7.8k	313.79	View chart
Tesla Motors (TSLA)	0.6	$2.3M		5.1k	449.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.9M	+6%	3.1k	627.13	View chart
Qualcomm (QCOM)	0.5	$1.7M		10k	171.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.4M	+8%	3.0k	487.86	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.4	$1.3M	-6%	19k	71.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.1M	+2%	5.5k	190.99	View chart
Amazon (AMZN)	0.3	$1.1M		4.6k	230.82	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$1.0M		3.9k	257.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$970k		3.1k	313.00	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$929k		3.8k	246.16	View chart
International Business Machines (IBM)	0.2	$833k		2.8k	296.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$805k		1.3k	614.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$777k	+4%	2.7k	290.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$768k		3.6k	211.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$694k		4.1k	167.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$645k		4.5k	143.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$615k		2.8k	219.78	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$608k		8.3k	73.56	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$608k		5.7k	106.70	View chart
Home Depot (HD)	0.2	$599k		1.7k	344.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$585k		6.1k	95.09	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$569k	+100%	4.0k	143.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$546k		6.2k	88.49	View chart
Abbvie (ABBV)	0.2	$545k	-4%	2.4k	228.49	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$528k		3.5k	148.98	View chart
Cadence Design Systems (CDNS)	0.1	$520k	NEW	1.7k	312.58	View chart
American Express Company (AXP)	0.1	$464k		1.3k	369.95	View chart
Applied Materials (AMAT)	0.1	$411k		1.6k	256.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$410k		5.4k	75.44	View chart
Analog Devices (ADI)	0.1	$409k	-10%	1.5k	271.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$394k		7.3k	53.76	View chart
Intuit (INTU)	0.1	$366k		552.00	662.42	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$355k	-13%	2.2k	162.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$352k		700.00	502.65	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$350k		7.2k	48.32	View chart
Cisco Systems (CSCO)	0.1	$315k		4.1k	77.03	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$311k		515.00	603.28	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$295k		3.5k	84.64	View chart
Meta Platforms Cl A (META)	0.1	$294k	-27%	446.00	660.09	View chart
Costco Wholesale Corporation (COST)	0.1	$265k	-11%	307.00	862.34	View chart
Deere & Company (DE)	0.1	$258k		555.00	465.57	View chart
salesforce (CRM)	0.1	$241k	-22%	908.00	264.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$240k		1.3k	191.56	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$227k		2.5k	90.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$206k	NEW	2.6k	78.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$201k	NEW	538.00	373.44	View chart

Past Filings by Libra Wealth

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

Libra Wealth 2025 Q4 filed Jan. 28, 2026
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

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