Libra Wealth LLC Portfolio Holdings

Libra Wealth LLC

  • $264 Million
  • Q1 2025

Libra Wealth LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $264 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $55.3M, Vanguard Intermediate Term Tre with a value of $52.5M, Vanguard Ftse Developed Market with a value of $22.1M, Dimensional ETF Tr U S Target with a value of $13.5M, and Schwab Strategic Tr Us Broad M with a value of $12.7M.

Examining the 13F form we can see an increase of $9.8M in the current position value, from $254M to 264M.

Below you can find more details about Libra Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $264 Million
ETFs: $233 Million
Technology: $19.5 Million
Communication Services: $6.6 Million
Consumer Cyclical: $2.8 Million
Financial Services: $1.37 Million
Healthcare: $506,000
Consumer Defensive: $366,000
Industrials: $260,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$55.3 Million 20.97% of portfolio
201,336
Q1 2025 Added 5.55%
$0
$52.5 Million 19.88% of portfolio
883,344
Q1 2025 Added 6.15%
$0
$22.1 Million 8.37% of portfolio
434,584
Q1 2025 Added 8.93%
$0
$13.5 Million 5.1% of portfolio
261,374
Q1 2025 Reduced 1.33%
$0
$12.7 Million 4.8% of portfolio
588,594
Q1 2025 Reduced 1.12%
$0
$12.5 Million 4.74% of portfolio
632,812
Q1 2025 Reduced 1.15%
$0
$10.5 Million 3.99% of portfolio
174,806
Q1 2025 Added 19.91%
$0
$10.2 Million 3.88% of portfolio
117,549
Q1 2025 Added 22.91%
$0
$7.91 Million 3.0% of portfolio
113,415
Q1 2025 Added 23.84%
$272B
$6.11 Million 2.31% of portfolio
56,348
Q1 2025 Added 0.69%
$0
$5.88 Million 2.23% of portfolio
59,982
Q1 2025 Added 0.58%
$3.39T
$5.57 Million 2.11% of portfolio
25,080
Q1 2025 Reduced 5.37%
$0
$5.27 Million 2.0% of portfolio
212,117
Q1 2025 Reduced 14.64%
$0
$4.99 Million 1.89% of portfolio
40,903
Q1 2025 Added 26.45%
$501B
$4.88 Million 1.85% of portfolio
5,237
Q1 2025 Reduced 8.72%
$2.94T
$4.07 Million 1.54% of portfolio
10,846
Q1 2025 Added 8.56%
$0
$3.1 Million 1.17% of portfolio
108,381
Q1 2025 Reduced 1.78%
$165B
$1.56 Million 0.59% of portfolio
10,170
Q1 2025 New
$0
$1.46 Million 0.55% of portfolio
2,849
Q3 2024 Added 0.89%
$0
$1.35 Million 0.51% of portfolio
22,932
Q1 2025 Reduced 3.31%
$922B
$1.33 Million 0.51% of portfolio
5,146
Q1 2025 Added 3.9%
$0
$1.02 Million 0.38% of portfolio
2,739
Q1 2025 Added 12.48%
$986B
$957,000 0.36% of portfolio
6,131
Q1 2025 Added 54.28%
$0
$818,000 0.31% of portfolio
3,690
Q1 2025 Reduced 2.56%
$1.91T
$817,000 0.31% of portfolio
4,295
Q1 2025 Reduced 18.89%
$1.16B
$754,000 0.29% of portfolio
73,133
Q4 2022 New
$0
$753,000 0.29% of portfolio
3,775
Q1 2024 Reduced 2.68%
$215B
$679,000 0.26% of portfolio
2,732
Q1 2025 Reduced 26.8%
$0
$675,000 0.26% of portfolio
3,626
Q1 2025 Added 6.46%
$0
$661,000 0.25% of portfolio
2,557
Q4 2024 Reduced 2.7%
$368B
$621,000 0.24% of portfolio
1,697
Q1 2022 New
$0
$601,000 0.23% of portfolio
5,699
Q2 2023 Reduced 3.26%
$0
$579,000 0.22% of portfolio
4,496
Q3 2022 New
$0
$556,000 0.21% of portfolio
3,221
Q1 2025 Added 31.9%
$0
$558,000 0.21% of portfolio
6,165
Q2 2024 Reduced 4.0%
$0
$510,000 0.19% of portfolio
1,088
Q4 2022 Reduced 24.86%
$342B
$506,000 0.19% of portfolio
2,417
Q1 2025 Added 0.25%
$0
$509,000 0.19% of portfolio
2,799
Q2 2024 Reduced 7.65%
$957B
$479,000 0.18% of portfolio
3,100
Q3 2022 Added 1,874.52%
$0
$421,000 0.16% of portfolio
8,635
Q1 2025 Added 19.33%
$0
$389,000 0.15% of portfolio
4,762
Q1 2025 Added 29.83%
$439B
$366,000 0.14% of portfolio
388
Q4 2024 Reduced 0.51%
$200B
$334,000 0.13% of portfolio
1,245
Q4 2024 Reduced 4.23%
$176B
$335,000 0.13% of portfolio
547
Q4 2024 Reduced 28.5%
$99.1B
$341,000 0.13% of portfolio
1,693
Q1 2025 New
$0
$317,000 0.12% of portfolio
5,118
Q1 2024 Reduced 24.99%
$0
$322,000 0.12% of portfolio
4,902
Q1 2025 New
$268B
$328,000 0.12% of portfolio
1,223
Q1 2025 New
$0
$290,000 0.11% of portfolio
6,417
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $264 Million
  • Prior Value $254 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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