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CIK: 0001925385
Total reported value
$391.2M
$391.2M
63 檔
39.9%
As reported in its official Q1 2025 Form 13F filing, Libra Wealth LLC's tracked investment portfolio stood at $391.2M with 63 total positions.
In Q1 2025, Libra Wealth LLC displayed an active expansion posture, initiating 10 new positions and adding to 16 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VGIT, VEA) accounted for 39.9% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.76% | +1.06% | +5.55% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 19.69% | -1.76% | +6.15% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.29% | +0.01% | +8.93% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 5.05% | — | -1.33% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.75% | +0.10% | -1.12% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.70% | -0.10% | -1.15% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.95% | +0.22% | +19.91% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.84% | +0.10% | +22.91% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.97% | -0.32% | +23.84% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +0.14% | +0.69% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.20% | +0.12% | +0.58% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.09% | +0.14% | -5.37% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.98% | -0.20% | -14.64% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.87% | +0.06% | +26.45% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.83% | -0.46% | -8.72% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.05% | +8.56% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | +0.05% | — | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 1.16% | -0.08% | -1.78% | |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.74% | -0.18% | -24.84% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 0.59% | +0.11% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.03% | — | |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.51% | +0.01% | -3.31% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.04% | +3.90% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.03% | +12.48% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.12% | +54.28% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | +0.01% | -2.56% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.04% | -18.89% | |
| 28 | HAPN | Happen Inc | Stock-Other | 0.28% | — | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | +0.02% | — | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.25% | +0.01% | -26.80% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.25% | +0.01% | +6.46% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.25% | — | — | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.23% | -0.01% | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.22% | — | — | |
| 36 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.21% | — | — | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.21% | — | — | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.21% | — | +31.90% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.20% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.19% | -0.09% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | +0.01% | +0.25% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.06% | — | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.16% | -0.10% | EXIT | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.15% | -0.01% | +29.83% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.02% | — | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.13% | +0.02% | — | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.13% | -0.07% | EXIT | |
| 48 | AXP | American Express Co | Stock-Financials | 0.13% | — | — | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.12% | — | — | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +0.9% | +6.15% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.9% | +8.93% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.7% | +23.84% | Add |
| 4 | AVEM | Avantis Emerging Markets Eq | +0.6% | +19.91% | Add |
| 5 | QCOM | Qualcomm Inc | +0.6% | NEW | New buy |
| 6 | AVUV | Avantis US Small Cap Value | +0.3% | +22.91% | Add |
| 7 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +26.45% | Add |
| 8 | TEAM | Atlassian Corp-cl A | +0.2% | NEW | New buy |
| 9 | ADI | Analog Devices Inc | +0.1% | NEW | New buy |
| 10 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | NEW | New buy |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 14 | SCHF | Schwab Intl Equity ETF | +0.1% | -1.15% | Trim |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | NEW | New buy |
| 16 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 17 | GBIL | Goldman Sachs Access Treasur | +0.1% | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +54.28% | Add |
| 19 | VTV | Vanguard Value ETF | +0.1% | +31.90% | Add |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +29.83% | Add |
| 21 | ABBV | Abbvie Inc | 0% | +0.25% | Add |
| 22 | BNDX | Vanguard Total Intl Bond ETF | 0% | +19.33% | Add |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 24 | DE | Deere & Co | 0% | — | Unchanged |
| 25 | AXP | American Express Co | 0% | — | Unchanged |
| 26 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 27 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 28 | CHPT | ChargePoint Holdings, Inc. | 0% | — | Unchanged |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 30 | HD | Home Depot Inc | 0% | — | Unchanged |
| 31 | VB | Vanguard Small-cap ETF | 0% | -2.56% | Trim |
| 32 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 33 | SPTI | Ss Spdr P Int Term Tsy ETF | 0% | -1.78% | Trim |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Unchanged |
| 36 | IBM | Intl Business Machines CORP | -0.1% | -26.80% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 38 | MSFT | Microsoft CORP | -0.1% | +8.56% | Add |
| 39 | AMZN | Amazon.com Inc | -0.1% | -18.89% | Trim |
| 40 | NFLX | Netflix Inc | -0.2% | -8.72% | Trim |
| 41 | HAPN | Happen Inc | -0.2% | — | Unchanged |
| 42 | ESGV | Vanguard Esg US Stock ETF | -0.2% | +0.58% | Add |
| 43 | TSLA | Tesla Inc | -0.3% | +3.90% | Add |
| 44 | SCHR | Schwab Intermediate-term US | -0.4% | -14.64% | Trim |
| 45 | FBTC | Fidelity Wise Origin Bitcoin | -0.4% | -24.84% | Trim |
| 46 | AAPL | Apple Inc | -0.5% | -5.37% | Trim |
| 47 | SCHB | Schwab US Broad Market ETF | -0.5% | -1.12% | Trim |
| 48 | NVDA | Nvidia CORP | -0.6% | +0.69% | Add |
| 49 | DFAT | Dimensional US Target Value | -0.7% | -1.33% | Trim |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | +5.55% | Add |
According to official SEC Form 13F filings, Libra Wealth LLC reported a total U.S. public equity portfolio value of $391.2M across 63 disclosed positions in Q1 2025.
During Q1 2025, Libra Wealth LLC's top holdings by market value included VTI (20.8%)、VGIT (19.7%)、VEA (8.3%). The largest single position, VTI, represented 20.8% 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.
Top New Position Initiated
QCOM
市值: $1.6M
Top Position Liquidated / Trimmed
DFAT
前期市值: $14.7M
In Q1 2025, Libra Wealth LLC made 37 total portfolio adjustments, initiating 10 new buys, adding to 16 positions, trimming 11 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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