Libra Wealth LLC Portfolio Holdings

Libra Wealth LLC

  • $327 Million
  • Q3 2025

Libra Wealth LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $327 Million distributed in 68 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 $65.9M, Vanguard Intermediate Term Tre with a value of $58.8M, Vanguard Ftse Developed Market with a value of $23.8M, Schwab Strategic Tr Us Broad M with a value of $19.4M, and Schwab Strategic Tr Intl Eqty with a value of $18.5M.

Examining the 13F form we can see an increase of $26M in the current position value, from $301M to 327M.

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

Portfolio value $327 Million
ETFs: $285 Million
Technology: $26.8 Million
Communication Services: $9.17 Million
Consumer Cyclical: $3.97 Million
Financial Services: $1.88 Million
Healthcare: $576,000
Consumer Defensive: $321,000
Industrials: $253,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$10.6 Million 3.23% of portfolio
56,774
Q3 2025 Reduced 0.34%
$49.1B
$6.32 Million 1.93% of portfolio
5,275
Q3 2025 Reduced 0.32%
$4.3T
$6.09 Million 1.86% of portfolio
23,932
Q3 2025 Reduced 38.86%
$3.78T
$5.7 Million 1.74% of portfolio
11,012
Q3 2025 Reduced 2.19%
$1.29T
$2.25 Million 0.69% of portfolio
5,060
Q2 2025 Reduced 1.67%
$187B
$1.69 Million 0.52% of portfolio
10,170
Q1 2025 New
$1.74T
$1.65 Million 0.5% of portfolio
6,771
Q2 2025 Added 10.44%
$1.81B
$1.11 Million 0.34% of portfolio
73,133
Q4 2022 New
$2.39T
$1.01 Million 0.31% of portfolio
4,604
Q3 2025 Reduced 6.25%
$266B
$793,000 0.24% of portfolio
2,812
Q2 2025 Added 2.93%
$1.65T
$753,000 0.23% of portfolio
3,100
Q3 2025 Reduced 4.62%
$367B
$705,000 0.22% of portfolio
1,740
Q3 2025 Reduced 1.69%
$414B
$576,000 0.18% of portfolio
2,492
Q2 2025 Added 3.1%
$1.37T
$448,000 0.14% of portfolio
611
Q3 2025 Reduced 0.65%
$255B
$416,000 0.13% of portfolio
1,255
Q2 2025 Added 0.8%
$118B
$415,000 0.13% of portfolio
1,693
Q3 2025 Reduced 0.59%
$662B
$356,000 0.11% of portfolio
709
Q3 2025 Added 20.17%
$197B
$327,000 0.1% of portfolio
1,600
Q2 2023 New
$404B
$321,000 0.1% of portfolio
347
Q3 2025 Reduced 15.37%
$319B
$279,000 0.09% of portfolio
4,083
Q3 2025 Reduced 6.01%
$144B
$253,000 0.08% of portfolio
555
Q4 2022 Reduced 7.5%
$237B
$276,000 0.08% of portfolio
1,167
Q3 2025 Reduced 3.39%
$1.82B
$211,000 0.06% of portfolio
4,584
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $327 Million
  • Prior Value $301 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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