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CIK: 0001925385
Total reported value
$391.2M
$391.2M
53 檔
35.2%
According to the latest 13F quarterly dataset, Libra Wealth LLC managed an equity portfolio of $391.2M at the end of Q2 2024, spanning 53 distinct U.S. exchange-listed positions.
During Q2 2024, Libra Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.34% | +1.06% | +3.68% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 19.05% | -1.76% | +6.55% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.51% | +0.01% | +10.58% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.26% | — | -4.25% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.54% | +0.10% | -0.57% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.39% | -0.10% | -0.39% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.18% | +0.22% | +23.66% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.03% | +0.14% | +918.08% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.85% | +0.10% | +12.32% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.63% | -0.20% | -0.87% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.55% | +0.12% | -4.00% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.14% | +3.73% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | -0.05% | +10.65% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.84% | -0.32% | +11.27% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.84% | +0.06% | -0.46% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.56% | -0.46% | +12.57% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | +0.05% | — | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.34% | -0.08% | -0.42% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.03% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | +0.04% | +17.94% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.50% | +0.01% | -50.01% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.04% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.03% | -3.91% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.36% | +0.01% | -29.88% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | +0.02% | — | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | — | -1.68% | |
| 27 | HAPN | Happen Inc | Stock-Other | 0.27% | — | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.27% | +0.01% | — | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.26% | -0.01% | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.06% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.12% | +48.59% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.23% | — | — | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | -0.09% | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | +0.01% | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.22% | — | -4.00% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | -7.65% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | +0.01% | — | |
| 39 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.19% | -0.18% | +30.07% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | — | -4.56% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.16% | +0.15% | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.15% | -0.10% | EXIT | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.13% | — | — | |
| 45 | AXP | American Express Co | Stock-Financials | 0.13% | — | — | |
| 46 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.13% | — | — | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.13% | -0.01% | -12.87% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.12% | — | — | |
| 49 | XYZ | Block Inc | Stock-Financials | 0.10% | — | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.10% | +0.04% | — |
According to official SEC Form 13F filings, Libra Wealth LLC reported a total U.S. public equity portfolio value of $391.2M across 53 disclosed positions in Q2 2024.
During Q2 2024, Libra Wealth LLC's top holdings by market value included VTI (21.3%)、VGIT (19.1%)、VEA (7.5%). The largest single position, VTI, represented 21.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VGIT, VEA) accounted for 35.2% of total reported equity market value during Q2 2024.
In Q2 2024, Libra Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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