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CIK: 0001925385
Total reported value
$391.2M
$391.2M
53 檔
38.6%
According to the latest 13F quarterly dataset, Libra Wealth LLC managed an equity portfolio of $391.2M at the end of Q4 2024, spanning 53 distinct U.S. exchange-listed positions.
In Q4 2024, Libra Wealth LLC adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 21.49% | +1.06% | +3.22% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 18.77% | -1.76% | +5.63% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.42% | +0.01% | +10.47% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.73% | — | -2.94% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.25% | +0.10% | +193.82% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.61% | -0.10% | +98.10% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.59% | +0.10% | +16.98% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.33% | +0.22% | +14.01% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.92% | +0.14% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.58% | +0.14% | -4.70% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.43% | +0.12% | -3.79% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.35% | -0.20% | +99.84% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.32% | -0.32% | +26.31% | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 1.99% | -0.46% | -0.40% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | -0.05% | -1.62% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.62% | +0.06% | -8.01% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | +0.05% | — | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.20% | -0.08% | -0.23% | |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.16% | -0.18% | +78.62% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.04% | +0.30% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.03% | — | |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.52% | +0.01% | +9.92% | |
| 23 | HAPN | Happen Inc | Stock-Other | 0.46% | — | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | +0.04% | -24.36% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.03% | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.35% | +0.01% | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | +0.02% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | +0.01% | +24.73% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.12% | -35.85% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.26% | — | -2.70% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.26% | +0.01% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | — | — | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.23% | -0.01% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.06% | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.22% | — | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | -0.09% | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.21% | — | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.01% | -3.98% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | — | — | |
| 41 | AXP | American Express Co | Stock-Financials | 0.14% | — | -4.23% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | -0.51% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.14% | -0.10% | EXIT | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.13% | -0.07% | EXIT | |
| 45 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | — | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.11% | — | — | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.11% | -0.01% | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.10% | +0.15% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | +0.01% | — | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBTC | Fidelity Wise Origin Bitcoin | +0.7% | +78.62% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +3.22% | Add |
| 3 | AVUV | Avantis US Small Cap Value | +0.5% | +16.98% | Add |
| 4 | NFLX | Netflix Inc | +0.4% | -0.40% | Trim |
| 5 | AVDV | Avantis Intl S/c Value ETF | +0.3% | +26.31% | Add |
| 6 | TSLA | Tesla Inc | +0.3% | +0.30% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 8 | HAPN | Happen Inc | +0.1% | — | Unchanged |
| 9 | IBM | Intl Business Machines CORP | +0.1% | +24.73% | Add |
| 10 | AVEM | Avantis Emerging Markets Eq | 0% | +14.01% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 12 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 13 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 14 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 15 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 16 | AXP | American Express Co | — | -4.23% | Trim |
| 17 | COST | Costco Wholesale CORP | — | -0.51% | Trim |
| 18 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 19 | AAPL | Apple Inc | 0% | -4.70% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 21 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 22 | ESGD | Ishares Trust Ishares Esg Aw | 0% | — | Unchanged |
| 23 | HD | Home Depot Inc | 0% | — | Unchanged |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +9.92% | Add |
| 25 | CHPT | ChargePoint Holdings, Inc. | 0% | — | Unchanged |
| 26 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 27 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 28 | BNDX | Vanguard Total Intl Bond ETF | 0% | — | Unchanged |
| 29 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 31 | VO | Vanguard Mid-cap ETF | 0% | -2.70% | Trim |
| 32 | ABBV | Abbvie Inc | 0% | -3.98% | Trim |
| 33 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 34 | VNQ | Vanguard Real Estate ETF | 0% | — | Unchanged |
| 35 | INTU | Intuit Inc | -0.1% | -28.50% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | -24.36% | Trim |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -0.23% | Trim |
| 38 | VZ | Verizon Communications Inc | -0.1% | EXIT | Sold out |
| 39 | PI | Impinj Inc | -0.1% | EXIT | Sold out |
| 40 | ESGV | Vanguard Esg US Stock ETF | -0.1% | -3.79% | Trim |
| 41 | XYZ | Block Inc | -0.1% | EXIT | Sold out |
| 42 | MSFT | Microsoft CORP | -0.1% | -1.62% | Trim |
| 43 | AVGE | Avantis All Eqty Mrkts ETF | -0.1% | EXIT | Sold out |
| 44 | GOOG | Alphabet Inc-cl C | -0.1% | -35.85% | Trim |
| 45 | SCHB | Schwab US Broad Market ETF | -0.1% | +193.82% | Add |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -8.01% | Trim |
| 47 | SCHR | Schwab Intermediate-term US | -0.2% | +99.84% | Add |
| 48 | VGIT | Vanguard Intermediate-term T | -0.3% | +5.63% | Add |
| 49 | DFAT | Dimensional US Target Value | -0.3% | -2.94% | Trim |
| 50 | SCHF | Schwab Intl Equity ETF | -0.7% | +98.10% | Add |
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 Q4 2024.
During Q4 2024, Libra Wealth LLC's top holdings by market value included VTI (21.5%)、VGIT (18.8%)、VEA (7.4%). The largest single position, VTI, represented 21.5% 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 38.6% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
AVGE
前期市值: $312.7K
In Q4 2024, Libra Wealth LLC made 30 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 14 holdings, and fully liquidating 4 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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