Libra Wealth LLC Portfolio Holdings

Libra Wealth LLC

$327 Million
Q3 2025

Libra Wealth LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $327 Million distributed in 68 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 $65.9M, Vanguard Intermediate Term Tre with a value of $58.8M, Vanguard Ftse Developed Market with a value of $23.8M, Schwab Strategic Tr Us Broad M with a value of $19.4M, and Schwab Strategic Tr Intl Eqty with a value of $18.5M.

Examining the 13F form we can see an increase of $26M in the current position value, from $301M to 327M.

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

Portfolio value $327 Million

ETFs: $285 Million

Technology: $26.8 Million

Communication Services: $9.17 Million

Consumer Cyclical: $3.97 Million

Financial Services: $1.88 Million

Healthcare: $576,000

Consumer Defensive: $321,000

Industrials: $253,000

Other: $0

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$65.9 Million 20.11% of portfolio	200,689	Q3 2025 Added 2.56%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$58.8 Million 17.96% of portfolio	979,557	Q3 2025 Added 6.58%
VEA Vanguard Ftse Developed Market ETFs	$0	$23.8 Million 7.27% of portfolio	397,504	Q3 2025 Added 7.73%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$19.4 Million 5.91% of portfolio	753,199	Q3 2025 Reduced 1.08%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$18.5 Million 5.66% of portfolio	796,282	Q3 2025 Reduced 2.72%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$17.5 Million 5.34% of portfolio	300,291	Q3 2025 Reduced 3.75%
AVUV American Centy ETF Tr Avantis ETFs	$0	$13.4 Million 4.08% of portfolio	134,341	Q3 2025 Added 21.98%
AVEM American Centy ETF Tr Avantis ETFs	$0	$12.7 Million 3.88% of portfolio	169,176	Q3 2025 Added 12.17%
AVDV American Centy ETF Tr Avantis ETFs	$0	$11.3 Million 3.46% of portfolio	127,276	Q3 2025 Added 11.84%

NVDA Nvidia Corp Technology	$465B	$10.6 Million 3.23% of portfolio	56,774	Q3 2025 Reduced 0.34%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$6.7 Million 2.05% of portfolio	56,561	Q3 2025 Reduced 0.48%
NFLX Netflix Inc Communication Services	$49.1B	$6.32 Million 1.93% of portfolio	5,275	Q3 2025 Reduced 0.32%
AAPL Apple Inc. Technology	$4.3T	$6.09 Million 1.86% of portfolio	23,932	Q3 2025 Reduced 38.86%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$6.06 Million 1.85% of portfolio	41,588	Q3 2025 Added 0.23%
MSFT Microsoft Corp Technology	$3.78T	$5.7 Million 1.74% of portfolio	11,012	Q3 2025 Reduced 2.19%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$5.08 Million 1.55% of portfolio	202,243	Q3 2025 Reduced 0.1%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.45 Million 1.36% of portfolio	6,678	Q3 2025 Reduced 4.59%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$3.01 Million 0.92% of portfolio	104,269	Q3 2025 Reduced 1.02%

TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$2.25 Million 0.69% of portfolio	5,060	Q2 2025 Reduced 1.67%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.76 Million 0.54% of portfolio	2,870	Q2 2025 Added 0.74%
QCOM Qualcomm Inc Technology	$187B	$1.69 Million 0.52% of portfolio	10,170	Q1 2025 New
GOOG Alphabet Inc. Communication Services	$1.74T	$1.65 Million 0.5% of portfolio	6,771	Q2 2025 Added 10.44%
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$1.37 Million 0.42% of portfolio	19,807	Q3 2025 Reduced 2.24%
VUG Vanguard Growth ETF ETFs	$0	$1.31 Million 0.4% of portfolio	2,739	Q1 2025 Added 12.48%
LC Lending Club Corp Financial Services	$1.81B	$1.11 Million 0.34% of portfolio	73,133	Q4 2022 New
VTV Vanguard Value ETF ETFs	$0	$1.01 Million 0.31% of portfolio	5,398	Q2 2025 Added 67.59%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$1.01 Million 0.31% of portfolio	4,604	Q3 2025 Reduced 6.25%
VB Vanguard Small Cap ETF ETFs	$0	$989,000 0.3% of portfolio	3,893	Q3 2025 Added 1.27%
IWM Ishares Russell 2000 ETF ETFs	$0	$913,000 0.28% of portfolio	3,775	Q1 2024 Reduced 2.68%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$786,000 0.24% of portfolio	1,310	Q3 2025 Added 11.77%
IBM International Business Machines Corp Technology	$266B	$793,000 0.24% of portfolio	2,812	Q2 2025 Added 2.93%
VO Vanguard Mid Cap ETF ETFs	$0	$751,000 0.23% of portfolio	2,557	Q4 2024 Reduced 2.7%
GOOGL Alphabet Inc. Communication Services	$1.65T	$753,000 0.23% of portfolio	3,100	Q3 2025 Reduced 4.62%
VBR Vanguard Small Cap Value ETF ETFs	$0	$756,000 0.23% of portfolio	3,627	Q2 2025 Added 0.03%
HD Home Depot, Inc. Consumer Cyclical	$367B	$705,000 0.22% of portfolio	1,740	Q3 2025 Reduced 1.69%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$680,000 0.21% of portfolio	4,133	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$633,000 0.19% of portfolio	4,496	Q3 2022 New
SUB Ishares Short Term National Mu ETFs	$0	$608,000 0.19% of portfolio	5,699	Q2 2023 Reduced 3.26%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$590,000 0.18% of portfolio	8,271	Q2 2025 New
ABBV Abb Vie Inc. Healthcare	$414B	$576,000 0.18% of portfolio	2,492	Q2 2025 Added 3.1%
VNQ Vanguard Specialized Funds Van ETFs	$0	$563,000 0.17% of portfolio	6,165	Q2 2024 Reduced 4.0%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$571,000 0.17% of portfolio	6,149	Q2 2025 Added 29.13%
XLK Technology Sector Spdr ETFs	$0	$556,000 0.17% of portfolio	1,975	Q2 2025 Added 97.5%
VIG Vanguard Dividend Appreciation ETFs	$0	$509,000 0.16% of portfolio	2,799	Q2 2024 Reduced 7.65%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$516,000 0.16% of portfolio	3,544	Q2 2025 New
META Meta Platforms, Inc. Communication Services	$1.37T	$448,000 0.14% of portfolio	611	Q3 2025 Reduced 0.65%
AXP American Express CO Financial Services	$255B	$416,000 0.13% of portfolio	1,255	Q2 2025 Added 0.8%
ADI Analog Devices Inc Technology	$118B	$415,000 0.13% of portfolio	1,693	Q3 2025 Reduced 0.59%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$417,000 0.13% of portfolio	1,525	Q2 2025 New
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$399,000 0.12% of portfolio	5,440	Q3 2025 Added 6.29%

Summary

Portfolio
No. of Stocks 68
Current Value $327 Million
Prior Value $301 Million
Filing
Period Q3 2025
Filing Date November 06, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 12 stocks
Sold out of 0 stocks
Reduced holdings in 23 stocks

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