Libra Wealth LLC Portfolio Holdings
Libra Wealth LLC
- $348 Million
- Q4 2025
Libra Wealth LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $348 Million distributed in 67 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 $69.7M, Vanguard Intermediate Term Tre with a value of $63.3M, Vanguard Ftse Developed Market with a value of $26.1M, Schwab Strategic Tr Us Broad M with a value of $19M, and Schwab Strategic Tr Intl Eqty with a value of $18.9M.
Examining the 13F form we can see an increase of $20.5M in the current position value, from $327M to 348M.
Below you can find more details about Libra Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$348 Million
ETFs: $300 Million
Technology: $32.7 Million
Communication Services: $9.16 Million
Consumer Cyclical: $3.76 Million
Financial Services: $784,000
Healthcare: $558,000
Consumer Defensive: $280,000
Industrials: $264,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|