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, DFAT, VEA, SCHF, and represent 61.71% of Libra Wealth's stock portfolio.
Added to shares of these 10 stocks: VGIT, AVUV, AVDV, AVEM, VEA, SCHR, VTI, SQ, AXP, VIG.
Started 2 new stock positions in AXP, SQ.
Reduced shares in these 10 stocks: SCHB, DFAT, AMZN, VB, VOO, SCHF, SPTI, ITOT, VTV, MSFT.
Libra Wealth was a net buyer of stock by $3.0M.
Libra Wealth has $201M in assets under management (AUM), dropping by 11.39%.
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 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	20.8	$42M		176k	237.22	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	19.9	$40M	+2%	674k	59.32	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.6	$15M	-2%	294k	52.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.2	$15M	+3%	304k	47.90	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	6.2	$13M		339k	36.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.8	$12M	-4%	211k	55.67	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	3.1	$6.3M	+8%	126k	49.72	View chart
Vanguard World Esg Us Stk Etf (ESGV)	2.6	$5.2M		61k	85.06	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.5	$5.1M	+17%	57k	89.80	View chart
Apple (AAPL)	2.5	$5.1M		26k	192.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.5	$5.0M	+15%	88k	56.39	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.0	$4.1M	-2%	39k	105.23	View chart
Microsoft Corporation (MSFT)	1.8	$3.6M		9.6k	376.03	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.6	$3.3M	-3%	116k	28.56	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.6	$3.2M	+31%	51k	62.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$2.7M		5.7k	475.31	View chart
Netflix (NFLX)	1.1	$2.3M		4.7k	486.88	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	1.0	$2.1M	+5%	38k	55.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.5M	-10%	3.3k	436.80	View chart
Tesla Motors (TSLA)	0.5	$1.1M		4.3k	248.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$873k	-27%	4.1k	213.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$864k	-2%	2.8k	310.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$852k		8.1k	104.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$779k		3.9k	200.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$753k	+12%	3.2k	232.64	View chart
Amazon (AMZN)	0.3	$696k	-38%	4.6k	151.94	View chart
Lendingclub Corp Com New (LC)	0.3	$639k		73k	8.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$609k		3.4k	179.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$601k		5.7k	105.43	View chart
Home Depot (HD)	0.3	$588k		1.7k	346.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$567k	+4%	6.4k	88.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$502k		4.5k	111.63	View chart
International Business Machines (IBM)	0.2	$489k		3.0k	163.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$477k	+60%	2.8k	170.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$446k		1.1k	409.52	View chart
Abbvie (ABBV)	0.2	$437k	-6%	2.8k	154.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$433k		3.1k	139.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$396k	-14%	2.6k	149.50	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$396k		6.8k	57.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$357k		7.2k	49.37	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$318k		4.2k	75.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$290k		2.1k	140.93	View chart
NVIDIA Corporation (NVDA)	0.1	$275k		556.00	495.22	View chart
Block Cl A (SQ)	0.1	$275k	NEW	3.6k	77.35	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$261k		515.00	507.38	View chart
Applied Materials (AMAT)	0.1	$259k		1.6k	162.07	View chart
Costco Wholesale Corporation (COST)	0.1	$257k		390.00	660.08	View chart
American Express Company (AXP)	0.1	$244k	NEW	1.3k	187.34	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$242k		1.3k	192.48	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$230k	-2%	7.2k	32.06	View chart
Deere & Company (DE)	0.1	$222k		555.00	399.87	View chart
Cisco Systems (CSCO)	0.1	$200k		4.0k	50.52	View chart

Past Filings by Libra Wealth

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

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