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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$65.9 Million 20.11% of portfolio	200,689	Q3 2025 Added 2.56%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$58.8 Million 17.96% of portfolio	979,557	Q3 2025 Added 6.58%
VEA Vanguard Ftse Developed Market ETFs	$0	$23.8 Million 7.27% of portfolio	397,504	Q3 2025 Added 7.73%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$19.4 Million 5.91% of portfolio	753,199	Q3 2025 Reduced 1.08%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$18.5 Million 5.66% of portfolio	796,282	Q3 2025 Reduced 2.72%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$17.5 Million 5.34% of portfolio	300,291	Q3 2025 Reduced 3.75%
AVUV American Centy ETF Tr Avantis ETFs	$0	$13.4 Million 4.08% of portfolio	134,341	Q3 2025 Added 21.98%
AVEM American Centy ETF Tr Avantis ETFs	$0	$12.7 Million 3.88% of portfolio	169,176	Q3 2025 Added 12.17%
AVDV American Centy ETF Tr Avantis ETFs	$0	$11.3 Million 3.46% of portfolio	127,276	Q3 2025 Added 11.84%

ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$6.7 Million 2.05% of portfolio	56,561	Q3 2025 Reduced 0.48%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$6.06 Million 1.85% of portfolio	41,588	Q3 2025 Added 0.23%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$5.08 Million 1.55% of portfolio	202,243	Q3 2025 Reduced 0.1%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.45 Million 1.36% of portfolio	6,678	Q3 2025 Reduced 4.59%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$3.01 Million 0.92% of portfolio	104,269	Q3 2025 Reduced 1.02%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.76 Million 0.54% of portfolio	2,870	Q2 2025 Added 0.74%
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$1.37 Million 0.42% of portfolio	19,807	Q3 2025 Reduced 2.24%
VUG Vanguard Growth ETF ETFs	$0	$1.31 Million 0.4% of portfolio	2,739	Q1 2025 Added 12.48%
VTV Vanguard Value ETF ETFs	$0	$1.01 Million 0.31% of portfolio	5,398	Q2 2025 Added 67.59%

VB Vanguard Small Cap ETF ETFs	$0	$989,000 0.3% of portfolio	3,893	Q3 2025 Added 1.27%
IWM Ishares Russell 2000 ETF ETFs	$0	$913,000 0.28% of portfolio	3,775	Q1 2024 Reduced 2.68%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$786,000 0.24% of portfolio	1,310	Q3 2025 Added 11.77%
VO Vanguard Mid Cap ETF ETFs	$0	$751,000 0.23% of portfolio	2,557	Q4 2024 Reduced 2.7%
VBR Vanguard Small Cap Value ETF ETFs	$0	$756,000 0.23% of portfolio	3,627	Q2 2025 Added 0.03%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$680,000 0.21% of portfolio	4,133	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$633,000 0.19% of portfolio	4,496	Q3 2022 New
SUB Ishares Short Term National Mu ETFs	$0	$608,000 0.19% of portfolio	5,699	Q2 2023 Reduced 3.26%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$590,000 0.18% of portfolio	8,271	Q2 2025 New
VNQ Vanguard Specialized Funds Van ETFs	$0	$563,000 0.17% of portfolio	6,165	Q2 2024 Reduced 4.0%
ESGD Ishares Trust Ishares Esg Awar ETFs	$0	$571,000 0.17% of portfolio	6,149	Q2 2025 Added 29.13%
XLK Technology Sector Spdr ETFs	$0	$556,000 0.17% of portfolio	1,975	Q2 2025 Added 97.5%
VIG Vanguard Dividend Appreciation ETFs	$0	$509,000 0.16% of portfolio	2,799	Q2 2024 Reduced 7.65%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$516,000 0.16% of portfolio	3,544	Q2 2025 New
IWY Ishares Tr Russell 200 Growth ETFs	$0	$417,000 0.13% of portfolio	1,525	Q2 2025 New
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$399,000 0.12% of portfolio	5,440	Q3 2025 Added 6.29%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$397,000 0.12% of portfolio	7,333	Q2 2025 Added 14.27%
BNDX Vanguard Total International B ETFs	$0	$357,000 0.11% of portfolio	7,236	Q2 2025 Reduced 16.2%
IXUS Ishares Tr ETFs	$0	$287,000 0.09% of portfolio	3,485	Q1 2025 New
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$306,000 0.09% of portfolio	515	Q3 2022 New
MUB Ishares National Muni Bond ETF ETFs	$0	$249,000 0.08% of portfolio	2,339	Q3 2025 Reduced 9.13%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$237,000 0.07% of portfolio	1,251	Q2 2025 New
VYMI Vanguard Whitehall Fds Intl Hi ETFs	$0	$213,000 0.07% of portfolio	2,525	Q2 2025 New
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$232,000 0.07% of portfolio	8,526	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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Libra Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Libra Wealth LLC with notifications on news.

Account