Libra Wealth LLC Portfolio Holdings

Libra Wealth LLC

$249 Million
Q3 2024

Libra Wealth LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $249 Million distributed in 57 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 $52.3M, Vanguard Intermediate Term Tre with a value of $47.6M, Vanguard Ftse Developed Market with a value of $19.1M, Dimensional ETF Tr U S Target with a value of $15.2M, and Schwab Strategic Tr Us Broad M with a value of $13.5M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $230M to 249M.

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

Portfolio value $249 Million

ETFs: $217 Million

Technology: $19.8 Million

Communication Services: $5.85 Million

Consumer Cyclical: $3.35 Million

Financial Services: $1.43 Million

Healthcare: $495,000

Consumer Defensive: $345,000

Industrials: $231,000

Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PI Impinj Inc Technology	$4.82B	$216,000 0.09% of portfolio	1,000	Q3 2024 New

Summary

Portfolio
No. of Stocks 57
Current Value $249 Million
Prior Value $230 Million
Filing
Period Q3 2024
Filing Date October 23, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 5 stocks
Additional Purchases 16 stocks
Sold out of 0 stocks
Reduced holdings in 8 stocks

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