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CIK: 0001925385
Total reported value
$391.2M
$391.2M
69 檔
43.9%
In Q2 2025, Libra Wealth LLC's U.S. equity holdings reached a combined market value of $391.2M, distributed across 69 disclosed stock positions.
In Q2 2025, Libra Wealth LLC displayed an active expansion posture, initiating 9 new positions and adding to 27 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VGIT, VEA) accounted for 43.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
IUSG
市值: $621.6K
Top Position Liquidated / Trimmed
SPYM
前期市值: $322.4K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 19.45% | +1.06% | -2.81% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 17.98% | -1.76% | +4.05% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.88% | +0.01% | -15.10% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.93% | +0.10% | +29.36% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.92% | -0.10% | +29.35% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 5.50% | — | +19.36% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.38% | +0.22% | -13.72% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.28% | +0.10% | -6.31% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.95% | -0.32% | +0.34% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.94% | +0.14% | +1.10% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.56% | +0.14% | +56.06% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 2.32% | -0.46% | +1.05% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.04% | +0.12% | -5.24% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.83% | +0.06% | +1.44% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.05% | +3.80% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.66% | -0.20% | -4.56% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.41% | +0.05% | +22.72% | |
| 18 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.28% | -0.18% | +51.09% | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.99% | -0.08% | -2.80% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | +0.74% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | +0.11% | — | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | +0.04% | -1.67% | |
| 23 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.43% | +0.01% | -11.65% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.12% | +10.44% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.03% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.04% | +14.34% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | — | +67.59% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | +0.01% | +4.17% | |
| 29 | HAPN | Happen Inc | Stock-Other | 0.29% | — | — | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | +0.01% | +2.93% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.02% | — | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | — | — | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.23% | +0.01% | +0.03% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | — | +4.30% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | -0.09% | +7.72% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.20% | +0.02% | — | |
| 37 | SUB | Ishares Short-term National | ETF-Other | 0.20% | -0.01% | — | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.20% | — | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.19% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.06% | +4.84% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.18% | — | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.18% | — | — | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.18% | -0.01% | +29.13% | |
| 44 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.18% | — | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.16% | +0.04% | +97.50% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.16% | +0.01% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | +0.01% | +3.10% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | +0.02% | +27.86% | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.15% | -0.07% | EXIT | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.13% | -0.02% | +5.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +1.2% | +29.35% | Add |
| 2 | SCHB | Schwab US Broad Market ETF | +1.2% | +29.36% | Add |
| 3 | NVDA | Nvidia CORP | +0.7% | +1.10% | Add |
| 4 | FBTC | Fidelity Wise Origin Bitcoin | +0.5% | +51.09% | Add |
| 5 | NFLX | Netflix Inc | +0.5% | +1.05% | Add |
| 6 | AAPL | Apple Inc | +0.5% | +56.06% | Add |
| 7 | DFAT | Dimensional US Target Value | +0.5% | +19.36% | Add |
| 8 | MSFT | Microsoft CORP | +0.3% | +3.80% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +22.72% | Add |
| 10 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | NEW | New buy |
| 11 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | NEW | New buy |
| 12 | ESGU | Ishares Esg Aware Msci USA | +0.2% | NEW | New buy |
| 13 | IWY | Ishares Russell Top 200 Grow | +0.1% | NEW | New buy |
| 14 | VTV | Vanguard Value ETF | +0.1% | +67.59% | Add |
| 15 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +97.50% | Add |
| 17 | CNXC | Concentrix CORP | +0.1% | NEW | New buy |
| 18 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | New buy |
| 20 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | NEW | New buy |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +27.86% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +14.34% | Add |
| 23 | TSLA | Tesla Inc | 0% | -1.67% | Trim |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +10.44% | Add |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +29.13% | Add |
| 26 | IBM | Intl Business Machines CORP | 0% | +2.93% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.72% | Add |
| 28 | INTU | Intuit Inc | 0% | +4.75% | Add |
| 29 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 30 | HAPN | Happen Inc | 0% | — | Unchanged |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +4.84% | Add |
| 32 | VWO | Vanguard Ftse Emerging Marke | 0% | +14.27% | Add |
| 33 | AXP | American Express Co | — | +0.80% | Add |
| 34 | ADI | Analog Devices Inc | — | +0.59% | Add |
| 35 | VB | Vanguard Small-cap ETF | 0% | +4.17% | Add |
| 36 | AVDV | Avantis Intl S/c Value ETF | 0% | +0.34% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +0.74% | Add |
| 38 | ITOT | Ishares Core S&p Total U.s. | 0% | +1.44% | Add |
| 39 | BNDX | Vanguard Total Intl Bond ETF | 0% | -16.20% | Trim |
| 40 | SGOV | Ishares 0-3 Month Treasury B | -0.1% | EXIT | Sold out |
| 41 | GBIL | Goldman Sachs Access Treasur | -0.1% | EXIT | Sold out |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | EXIT | Sold out |
| 43 | ESGV | Vanguard Esg US Stock ETF | -0.2% | -5.24% | Trim |
| 44 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.2% | -2.80% | Trim |
| 45 | SCHR | Schwab Intermediate-term US | -0.3% | -4.56% | Trim |
| 46 | AVUV | Avantis US Small Cap Value | -0.6% | -6.31% | Trim |
| 47 | AVEM | Avantis Emerging Markets Eq | -0.6% | -13.72% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -1.3% | -2.81% | Trim |
| 49 | VEA | Vanguard Ftse Developed ETF | -1.4% | -15.10% | Trim |
| 50 | VGIT | Vanguard Intermediate-term T | -1.7% | +4.05% | Add |
According to official SEC Form 13F filings, Libra Wealth LLC reported a total U.S. public equity portfolio value of $391.2M across 69 disclosed positions in Q2 2025.
During Q2 2025, Libra Wealth LLC's top holdings by market value included VTI (19.4%)、VGIT (18.0%)、VEA (6.9%). The largest single position, VTI, represented 19.4% of total portfolio value.
In Q2 2025, Libra Wealth LLC made 48 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 9 holdings, and fully liquidating 3 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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