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 $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
LC Lending Club Corp Financial Services	$1.42B	$1.18 Million 0.47% of portfolio	73,133	Q4 2022 New
CHPT Charge Point Holdings, Inc. Consumer Cyclical	$326M	$53,000 0.02% of portfolio	50,000	Q3 2024 New

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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