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CIK: 0001925385
Total reported value
$391.2M
$391.2M
57 檔
37.7%
During the Q3 2024 filing period, Libra Wealth LLC (CIK: 0001925385) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $391.2M across 57 reported positions.
In Q3 2024, Libra Wealth LLC displayed an active expansion posture, initiating 5 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.91% | +1.06% | +0.27% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 19.02% | -1.76% | +4.26% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.62% | +0.01% | +2.94% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 6.07% | — | -2.03% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.38% | +0.10% | -0.52% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.31% | -0.10% | -0.24% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.30% | +0.22% | +6.29% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.13% | +0.10% | +11.42% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.72% | +0.14% | -1.21% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.59% | +0.14% | +0.00% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.52% | +0.12% | +1.85% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.51% | -0.20% | — | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.05% | -0.32% | +10.84% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.76% | +0.06% | -1.68% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -0.05% | -2.33% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.63% | -0.46% | +8.09% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | +0.05% | — | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.28% | -0.08% | -0.02% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.03% | +0.89% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.53% | +0.01% | +6.05% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.04% | +6.50% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.04% | — | |
| 23 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.45% | -0.18% | +150.26% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.12% | +102.38% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.37% | +0.03% | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.36% | +0.01% | — | |
| 27 | HAPN | Happen Inc | Stock-Other | 0.33% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | +0.02% | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.28% | — | — | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | — | — | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.27% | +0.01% | +0.62% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.26% | +0.01% | — | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.24% | -0.01% | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.24% | — | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.23% | — | — | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | -0.09% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.06% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | +0.01% | — | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.19% | -0.07% | EXIT | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.17% | — | -0.20% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.15% | -0.10% | EXIT | |
| 43 | AXP | American Express Co | Stock-Financials | 0.14% | — | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.13% | — | — | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.13% | +0.15% | — | |
| 47 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.12% | — | +0.21% | |
| 48 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | -0.01% | — | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.12% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +0.3% | +11.42% | Add |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | +0.3% | +150.26% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +10.84% | Add |
| 4 | INTU | Intuit Inc | +0.2% | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +102.38% | Add |
| 6 | AVEM | Avantis Emerging Markets Eq | +0.1% | +6.29% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.94% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 9 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 10 | PI | Impinj Inc | +0.1% | NEW | New buy |
| 11 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 12 | NFLX | Netflix Inc | +0.1% | +8.09% | Add |
| 13 | HAPN | Happen Inc | +0.1% | — | Unchanged |
| 14 | AAPL | Apple Inc | +0.1% | +0.00% | Add |
| 15 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 16 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +6.05% | Add |
| 17 | CHPT | ChargePoint Holdings, Inc. | 0% | NEW | New buy |
| 18 | HD | Home Depot Inc | 0% | — | Unchanged |
| 19 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 20 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 21 | AXP | American Express Co | 0% | — | Unchanged |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 23 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 24 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 25 | VBR | Vanguard Small-cap Value ETF | — | +0.62% | Add |
| 26 | VO | Vanguard Mid-cap ETF | — | — | Unchanged |
| 27 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 28 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 29 | VTV | Vanguard Value ETF | — | -0.20% | Trim |
| 30 | DE | Deere & Co | — | — | Unchanged |
| 31 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +0.89% | Add |
| 33 | AVGE | Avantis All Eqty Mrkts ETF | 0% | +0.21% | Add |
| 34 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 35 | VGIT | Vanguard Intermediate-term T | 0% | +4.26% | Add |
| 36 | ESGV | Vanguard Esg US Stock ETF | 0% | +1.85% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 38 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 39 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 40 | AMZN | Amazon.com Inc | 0% | +6.50% | Add |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -0.02% | Trim |
| 42 | SCHF | Schwab Intl Equity ETF | -0.1% | -0.24% | Trim |
| 43 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -1.68% | Trim |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | EXIT | Sold out |
| 45 | SCHR | Schwab Intermediate-term US | -0.1% | — | Unchanged |
| 46 | SCHB | Schwab US Broad Market ETF | -0.2% | -0.52% | Trim |
| 47 | DFAT | Dimensional US Target Value | -0.2% | -2.03% | Trim |
| 48 | MSFT | Microsoft CORP | -0.3% | -2.33% | Trim |
| 49 | NVDA | Nvidia CORP | -0.3% | -1.21% | Trim |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +0.27% | Add |
According to official SEC Form 13F filings, Libra Wealth LLC reported a total U.S. public equity portfolio value of $391.2M across 57 disclosed positions in Q3 2024.
During Q3 2024, Libra Wealth LLC's top holdings by market value included VTI (20.9%)、VGIT (19.0%)、VEA (7.6%). The largest single position, VTI, represented 20.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VGIT, VEA) accounted for 37.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
INTU
市值: $475.1K
Top Position Liquidated / Trimmed
JPM
前期市值: $204.7K
In Q3 2024, Libra Wealth LLC made 30 total portfolio adjustments, initiating 5 new buys, adding to 16 positions, trimming 8 holdings, and fully liquidating 1 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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