Libra Wealth LLC Portfolio Holdings

Libra Wealth LLC

$301 Million
Q2 2025

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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$59.5 Million 19.73% of portfolio	195,687	Q2 2025 Reduced 2.81%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$55 Million 18.23% of portfolio	919,122	Q2 2025 Added 4.05%
VEA Vanguard Ftse Developed Market ETFs	$0	$21 Million 6.98% of portfolio	368,965	Q2 2025 Reduced 15.1%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$18.1 Million 6.02% of portfolio	761,428	Q2 2025 Added 29.36%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$18.1 Million 6.0% of portfolio	818,515	Q2 2025 Added 29.35%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$16.8 Million 5.58% of portfolio	311,986	Q2 2025 Added 19.36%
AVEM American Centy ETF Tr Avantis ETFs	$0	$10.3 Million 3.43% of portfolio	150,820	Q2 2025 Reduced 13.72%
AVUV American Centy ETF Tr Avantis ETFs	$0	$10 Million 3.33% of portfolio	110,133	Q2 2025 Reduced 6.31%
NVDA Nvidia Corp Technology	$426B	$9 Million 2.99% of portfolio	56,966	Q2 2025 Added 1.1%
AVDV American Centy ETF Tr Avantis ETFs	$0	$9.02 Million 2.99% of portfolio	113,805	Q2 2025 Added 0.34%
AAPL Apple Inc. Technology	$3.77T	$8.03 Million 2.66% of portfolio	39,140	Q2 2025 Added 56.06%
NFLX Netflix Inc Communication Services	$562B	$7.09 Million 2.35% of portfolio	5,292	Q2 2025 Added 1.05%
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$6.23 Million 2.07% of portfolio	56,836	Q2 2025 Reduced 5.24%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$5.6 Million 1.86% of portfolio	41,492	Q2 2025 Added 1.44%
MSFT Microsoft Corp Technology	$3.72T	$5.6 Million 1.86% of portfolio	11,258	Q2 2025 Added 3.8%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$5.07 Million 1.68% of portfolio	202,443	Q2 2025 Reduced 4.56%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.32 Million 1.43% of portfolio	6,999	Q2 2025 Added 22.72%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$3.03 Million 1.01% of portfolio	105,345	Q2 2025 Reduced 2.8%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.63 Million 0.54% of portfolio	2,870	Q2 2025 Added 0.74%
QCOM Qualcomm Inc Technology	$178B	$1.62 Million 0.54% of portfolio	10,170	Q1 2025 New
TSLA Tesla, Inc. Consumer Cyclical	$1.1T	$1.61 Million 0.53% of portfolio	5,060	Q2 2025 Reduced 1.67%
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$1.33 Million 0.44% of portfolio	20,261	Q2 2025 Reduced 11.65%
VUG Vanguard Growth ETF ETFs	$0	$1.2 Million 0.4% of portfolio	2,739	Q1 2025 Added 12.48%
GOOG Alphabet Inc. Communication Services	$1.46T	$1.2 Million 0.4% of portfolio	6,771	Q2 2025 Added 10.44%
AMZN Amazon Com Inc Consumer Cyclical	$2.43T	$1.08 Million 0.36% of portfolio	4,911	Q2 2025 Added 14.34%
VTV Vanguard Value ETF ETFs	$0	$954,000 0.32% of portfolio	5,398	Q2 2025 Added 67.59%
VB Vanguard Small Cap ETF ETFs	$0	$910,000 0.3% of portfolio	3,844	Q2 2025 Added 4.17%
LC Lending Club Corp Financial Services	$1.73B	$879,000 0.29% of portfolio	73,133	Q4 2022 New
IBM International Business Machines Corp Technology	$232B	$828,000 0.27% of portfolio	2,812	Q2 2025 Added 2.93%
IWM Ishares Russell 2000 ETF ETFs	$0	$814,000 0.27% of portfolio	3,775	Q1 2024 Reduced 2.68%
VO Vanguard Mid Cap ETF ETFs	$0	$715,000 0.24% of portfolio	2,557	Q4 2024 Reduced 2.7%
VBR Vanguard Small Cap Value ETF ETFs	$0	$707,000 0.23% of portfolio	3,627	Q2 2025 Added 0.03%
HD Home Depot, Inc. Consumer Cyclical	$425B	$648,000 0.21% of portfolio	1,770	Q2 2025 Added 4.3%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$646,000 0.21% of portfolio	1,172	Q2 2025 Added 7.72%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$621,000 0.21% of portfolio	4,133	Q2 2025 New
SUB Ishares Short Term National Mu ETFs	$0	$606,000 0.2% of portfolio	5,699	Q2 2023 Reduced 3.26%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$599,000 0.2% of portfolio	4,496	Q3 2022 New
GOOGL Alphabet Inc. Communication Services	$1.43T	$572,000 0.19% of portfolio	3,250	Q2 2025 Added 4.84%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$555,000 0.18% of portfolio	8,271	Q2 2025 New
VNQ Vanguard Specialized Funds Van ETFs	$0	$549,000 0.18% of portfolio	6,165	Q2 2024 Reduced 4.0%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$548,000 0.18% of portfolio	6,149	Q2 2025 Added 29.13%
VIG Vanguard Dividend Appreciation ETFs	$0	$509,000 0.17% of portfolio	2,799	Q2 2024 Reduced 7.65%
XLK Technology Sector Spdr ETFs	$0	$500,000 0.17% of portfolio	1,975	Q2 2025 Added 97.5%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$479,000 0.16% of portfolio	3,544	Q2 2025 New
ABBV Abb Vie Inc. Healthcare	$372B	$462,000 0.15% of portfolio	2,492	Q2 2025 Added 3.1%
INTU Intuit Inc Technology	$189B	$451,000 0.15% of portfolio	573	Q2 2025 Added 4.75%
META Meta Platforms, Inc. Communication Services	$1.72T	$453,000 0.15% of portfolio	615	Q2 2025 Added 27.86%
AXP American Express CO Financial Services	$242B	$400,000 0.13% of portfolio	1,255	Q2 2025 Added 0.8%
COST Costco Wholesale Corp Consumer Defensive	$433B	$405,000 0.13% of portfolio	410	Q2 2025 Added 5.67%
ADI Analog Devices Inc Technology	$128B	$405,000 0.13% of portfolio	1,703	Q2 2025 Added 0.59%

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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