Libra Wealth LLC Portfolio Holdings

Libra Wealth LLC

  • $254 Million
  • Q4 2024

Libra Wealth LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $254 Million distributed in 53 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 $48.3M, Vanguard Ftse Developed Market with a value of $19.1M, Dimensional ETF Tr U S Target with a value of $14.7M, and Schwab Strategic Tr Us Broad M with a value of $13.5M.

Examining the 13F form we can see an increase of $5.37M in the current position value, from $249M to 254M.

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

Portfolio value $254 Million
ETFs: $221 Million
Technology: $20 Million
Communication Services: $6.46 Million
Consumer Cyclical: $3.87 Million
Financial Services: $1.79 Million
Healthcare: $428,000
Consumer Defensive: $355,000
Industrials: $235,000
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

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $254 Million
  • Prior Value $249 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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