Libra Wealth LLC Top Holdings and 13F Report (2025) About Libra Wealth LLCInvestment ActivityLibra Wealth LLC has $257.19 million in total holdings as of December 31, 2024.Libra Wealth LLC owns shares of 53 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 11.33% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Libra Wealth LLC has purchased 57 new stocks and bought additional shares in 13 stocks.Libra Wealth LLC sold shares of 14 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $55,280,789Vanguard Intermediate-Term Treasury Index ETF $48,265,529Vanguard FTSE Developed Markets ETF $19,078,575Dimensional U.S. Targeted Value ETF $14,744,322Schwab US Broad Market ETF $13,512,992 Largest Purchases this Quarter Schwab US Broad Market ETF 392,685 shares (about $8.91M)Schwab International Equity ETF 317,038 shares (about $5.87M)Schwab Intermediate-Term U.S. Treasury ETF 124,147 shares (about $3.02M)Vanguard Intermediate-Term Treasury Index ETF 44,331 shares (about $2.57M)Vanguard FTSE Developed Markets ETF 37,806 shares (about $1.81M) Largest Sales this Quarter Dimensional U.S. Targeted Value ETF 8,029 shares (about $446.89K)Alphabet 2,221 shares (about $422.98K)Amazon.com 1,705 shares (about $374.06K)iShares Core S&P Total U.S. Stock Market ETF 2,816 shares (about $362.19K)Apple 1,308 shares (about $327.55K) 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$55,280,789$1,724,373 ▲3.2%190,74821.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$48,265,529$2,571,199 ▲5.6%832,16418.8%ETFVEAVanguard FTSE Developed Markets ETF$19,078,575$1,807,885 ▲10.5%398,9667.4%ETFDFATDimensional U.S. Targeted Value ETF$14,744,322$446,894 ▼-2.9%264,9005.7%ETFSCHBSchwab US Broad Market ETF$13,512,992$8,913,949 ▲193.8%595,2865.3%ETFSCHFSchwab International Equity ETF$11,843,774$5,865,203 ▲98.1%640,2044.6%ETFAVUVAvantis U.S. Small Cap Value ETF$9,232,322$1,340,319 ▲17.0%95,6423.6%ETFAVEMAvantis Emerging Markets Equity ETF$8,570,112$1,053,164 ▲14.0%145,7753.3%ETFNVDANVIDIA$7,515,3040.0%55,9632.9%Computer and TechnologyAAPLApple$6,636,738$327,555 ▼-4.7%26,5022.6%Computer and TechnologyESGVVanguard ESG US Stock ETF$6,255,010$246,701 ▼-3.8%59,6342.4%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$6,035,919$3,015,531 ▲99.8%248,4942.3%ETFAVDVAvantis International Small Cap Value ETF$5,960,287$1,241,531 ▲26.3%91,5842.3%ETFNFLXNetflix$5,113,503$20,500 ▼-0.4%5,7372.0%Consumer DiscretionaryMSFTMicrosoft$4,211,118$69,546 ▼-1.6%9,9911.6%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$4,160,600$362,194 ▼-8.0%32,3481.6%ETFSPYSPDR S&P 500 ETF Trust$3,342,4140.0%5,7031.3%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$3,076,446$6,970 ▼-0.2%110,3461.2%ETFFIDELITY WISE ORIGIN BITCOIN$2,984,079$1,313,422 ▲78.6%36,5791.2%SHSTSLATesla$2,000,220$6,058 ▲0.3%4,9530.8%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$1,535,0700.0%2,8490.6%ETFVSGXVanguard ESG International Stock ETF$1,344,811$121,395 ▲9.9%23,7180.5%ETFLCLendingClub$1,184,0230.0%73,1330.5%FinanceAMZNAmazon.com$1,161,670$374,060 ▼-24.4%5,2950.5%Retail/WholesaleVUGVanguard Growth ETF$999,4210.0%2,4350.4%ETFVBVanguard Small-Cap ETF$909,9400.0%3,7870.4%ETFIWMiShares Russell 2000 ETF$834,1240.0%3,7750.3%FinanceIBMInternational Business Machines$820,406$162,674 ▲24.7%3,7320.3%Computer and TechnologyGOOGAlphabet$756,835$422,982 ▼-35.9%3,9740.3%Computer and TechnologyVOVanguard Mid-Cap ETF$675,380$18,753 ▼-2.7%2,5570.3%ETFVBRVanguard Small-Cap Value ETF$675,0010.0%3,4060.3%ETFHDHome Depot$660,1160.0%1,6970.3%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$601,1310.0%5,6990.2%ETFGOOGLAlphabet$586,8300.0%3,1000.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$573,6450.0%4,4960.2%ETFQQQInvesco QQQ$556,2180.0%1,0880.2%FinanceVNQVanguard Real Estate ETF$549,1780.0%6,1650.2%ETFVIGVanguard Dividend Appreciation ETF$548,1280.0%2,7990.2%ETFABBVAbbVie$428,435$17,770 ▼-4.0%2,4110.2%MedicalVTVVanguard Value ETF$413,4310.0%2,4420.2%ETFAXPAmerican Express$369,504$16,323 ▼-4.2%1,2450.1%FinanceCOSTCostco Wholesale$355,513$1,833 ▼-0.5%3880.1%Retail/WholesaleBNDXVanguard Total International Bond ETF$354,9260.0%7,2360.1%ETFINTUIntuit$343,790$137,013 ▼-28.5%5470.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$301,6040.0%5,1180.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$293,3340.0%5150.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$279,2820.0%3,6680.1%ManufacturingAMATApplied Materials$260,2080.0%1,6000.1%Computer and TechnologyBRK.BBerkshire Hathaway$237,5190.0%5240.1%FinanceDEDeere & Company$235,1540.0%5550.1%IndustrialsCSCOCisco Systems$234,7870.0%3,9660.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$232,5200.0%1,0000.1%ETFCHPTChargePoint$53,5000.0%50,0000.0%Auto/Tires/TrucksAVGEAvantis All Equity Markets ETF$0$312,722 ▼-100.0%00.0%ETFBLOCK INC$0$238,580 ▼-100.0%00.0%CL AVZVerizon Communications$0$218,357 ▼-100.0%00.0%Computer and TechnologyPIImpinj$0$216,520 ▼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
