Libra Wealth LLC Top Holdings and 13F Report (2025) About Libra Wealth LLCInvestment ActivityLibra Wealth LLC has $266.54 million in total holdings as of March 31, 2025.Libra Wealth LLC owns shares of 63 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.34% of the portfolio was purchased this quarter.About 1.27% of the portfolio was sold this quarter.This quarter, Libra Wealth LLC has purchased 53 new stocks and bought additional shares in 18 stocks.Libra Wealth LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $55,335,313Vanguard Intermediate-Term Treasury Index ETF $52,470,634Vanguard FTSE Developed Markets ETF $22,089,903Dimensional U.S. Targeted Value ETF $13,458,136Schwab US Broad Market ETF $12,672,429 Largest New Holdings this Quarter 747525103 - QUALCOMM $1,562,214 Holding049468101 - Atlassian $559,386 Holding032654105 - Analog Devices $341,427 Holding79466L302 - Salesforce $328,204 Holding78464A854 - SPDR Portfolio S&P 500 ETF $322,356 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury Index ETF 51,180 shares (about $3.04M)Vanguard Total Stock Market ETF 10,588 shares (about $2.91M)Avantis U.S. Small Cap Value ETF 21,907 shares (about $1.91M)Vanguard FTSE Developed Markets ETF 35,618 shares (about $1.81M)Avantis Emerging Markets Equity ETF 29,031 shares (about $1.75M) Largest Sales this Quarter Schwab Intermediate-Term U.S. Treasury ETF 36,377 shares (about $904.33K)FIDELITY WISE ORIGIN BITCOIN 9,087 shares (about $653.99K)Netflix 500 shares (about $466.27K)Apple 1,422 shares (about $315.87K)International Business Machines 1,000 shares (about $248.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLibra Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$55,335,313$2,910,013 ▲5.6%201,33620.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$52,470,634$3,040,092 ▲6.2%883,34419.7%ETFVEAVanguard FTSE Developed Markets ETF$22,089,903$1,810,463 ▲8.9%434,5848.3%ETFDFATDimensional U.S. Targeted Value ETF$13,458,136$181,554 ▼-1.3%261,3745.0%ETFSCHBSchwab US Broad Market ETF$12,672,429$144,079 ▼-1.1%588,5944.8%ETFSCHFSchwab International Equity ETF$12,517,021$146,214 ▼-1.2%632,8124.7%ETFAVEMAvantis Emerging Markets Equity ETF$10,518,077$1,746,795 ▲19.9%174,8063.9%ETFAVUVAvantis U.S. Small Cap Value ETF$10,246,746$1,909,633 ▲22.9%117,5493.8%ETFAVDVAvantis International Small Cap Value ETF$7,909,562$1,522,494 ▲23.8%113,4153.0%ETFNVDANVIDIA$6,107,023$41,726 ▲0.7%56,3482.3%Computer and TechnologyESGVVanguard ESG US Stock ETF$5,875,237$34,087 ▲0.6%59,9822.2%ETFAAPLApple$5,571,020$315,869 ▼-5.4%25,0802.1%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$5,273,229$904,332 ▼-14.6%212,1172.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$4,990,575$1,043,796 ▲26.4%40,9031.9%ETFNFLXNetflix$4,883,660$466,265 ▼-8.7%5,2371.8%Consumer DiscretionaryMSFTMicrosoft$4,071,401$320,952 ▲8.6%10,8461.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,190,2010.0%5,7031.2%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$3,097,529$56,160 ▼-1.8%108,3811.2%ETFFIDELITY WISE ORIGIN BITCOIN$1,978,599$653,991 ▼-24.8%27,4920.7%SHSQCOMQUALCOMM$1,562,214$1,562,214 ▲New Holding10,1700.6%Computer and TechnologyVOOVanguard S&P 500 ETF$1,464,1300.0%2,8490.5%ETFVSGXVanguard ESG International Stock ETF$1,352,518$46,358 ▼-3.3%22,9320.5%ETFTSLATesla$1,333,637$50,018 ▲3.9%5,1460.5%Auto/Tires/TrucksVUGVanguard Growth ETF$1,015,676$112,729 ▲12.5%2,7390.4%ETFGOOGAlphabet$957,868$336,996 ▲54.3%6,1310.4%Computer and TechnologyVBVanguard Small-Cap ETF$818,258$21,510 ▼-2.6%3,6900.3%ETFAMZNAmazon.com$817,167$190,260 ▼-18.9%4,2950.3%Retail/WholesaleLCLendingClub$754,7330.0%73,1330.3%FinanceIWMiShares Russell 2000 ETF$753,0750.0%3,7750.3%FinanceIBMInternational Business Machines$679,339$248,660 ▼-26.8%2,7320.3%Computer and TechnologyVBRVanguard Small-Cap Value ETF$675,488$40,984 ▲6.5%3,6260.3%ETFVOVanguard Mid-Cap ETF$661,2910.0%2,5570.2%ETFHDHome Depot$621,9340.0%1,6970.2%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$601,8140.0%5,6990.2%ETFVYMVanguard High Dividend Yield ETF$579,8040.0%4,4960.2%ETFTEAMAtlassian$559,386$559,386 ▲New Holding2,6360.2%Computer and TechnologyVNQVanguard Real Estate ETF$558,1790.0%6,1650.2%ETFVTVVanguard Value ETF$556,396$134,565 ▲31.9%3,2210.2%ETFVIGVanguard Dividend Appreciation ETF$542,9780.0%2,7990.2%ETFQQQInvesco QQQ$510,1850.0%1,0880.2%FinanceABBVAbbVie$506,410$1,257 ▲0.2%2,4170.2%MedicalGOOGLAlphabet$479,3840.0%3,1000.2%Computer and TechnologyBNDXVanguard Total International Bond ETF$421,561$68,299 ▲19.3%8,6350.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$389,008$89,369 ▲29.8%4,7620.1%ManufacturingCOSTCostco Wholesale$366,9630.0%3880.1%Retail/WholesaleADIAnalog Devices$341,427$341,427 ▲New Holding1,6930.1%Computer and TechnologyINTUIntuit$335,8530.0%5470.1%Computer and TechnologyAXPAmerican Express$334,9670.0%1,2450.1%FinanceCRMSalesforce$328,204$328,204 ▲New Holding1,2230.1%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$322,356$322,356 ▲New Holding4,9020.1%ETFVXUSVanguard Total International Stock ETF$317,8280.0%5,1180.1%ETFVWOVanguard FTSE Emerging Markets ETF$290,448$290,448 ▲New Holding6,4170.1%ETFBRK.BBerkshire Hathaway$279,0720.0%5240.1%FinanceMETAMeta Platforms$277,229$277,229 ▲New Holding4810.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$274,7420.0%5150.1%ETFDEDeere & Company$260,4890.0%5550.1%IndustrialsCSCOCisco Systems$244,7420.0%3,9660.1%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$243,288$243,288 ▲New Holding3,4850.1%ManufacturingAMATApplied Materials$232,1920.0%1,6000.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$217,246$217,246 ▲New Holding2,1580.1%ETFXLKTechnology Select Sector SPDR Fund$206,4800.0%1,0000.1%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$205,770$205,770 ▲New Holding2,0540.1%ETFCHPTChargePoint$30,2500.0%50,0000.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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