Libra Wealth LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $301 Million distributed in 69 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 $59.5M, Vanguard Intermediate Term Tre with a value of $55M, Vanguard Ftse Developed Market with a value of $21M, Schwab Strategic Tr Us Broad M with a value of $18.1M, and Schwab Strategic Tr Intl Eqty with a value of $18.1M.

Examining the 13F form we can see an increase of $37.5M in the current position value, from $264M to 301M.

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

Portfolio value $301 Million
ETFs: $259 Million
Technology: $27.1 Million
Communication Services: $9.31 Million
Consumer Cyclical: $3.37 Million
Financial Services: $1.57 Million
Healthcare: $462,000
Consumer Defensive: $405,000
Industrials: $282,000
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 69
  • Current Value $301 Million
  • Prior Value $264 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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