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CIK: 0001925385
Total reported value
$391.2M
$391.2M
68 檔
47.6%
According to the latest 13F quarterly dataset, Libra Wealth LLC managed an equity portfolio of $391.2M at the end of Q3 2025, spanning 68 distinct U.S. exchange-listed positions.
In Q3 2025, Libra Wealth LLC displayed an active expansion posture, initiating 9 new positions and adding to 23 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 | 19.78% | +1.06% | +2.56% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-Other | 17.66% | -1.76% | +6.58% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.15% | +0.01% | +7.73% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.81% | +0.10% | -1.08% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.57% | -0.10% | -2.72% | |
| 6 | DFAT | Dimensional US Target Value | ETF-Other | 5.25% | — | -3.75% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.01% | +0.10% | +21.98% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.82% | +0.22% | +12.17% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.40% | -0.32% | +11.84% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.18% | +0.14% | -0.34% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.01% | +0.12% | -0.48% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.90% | -0.46% | -0.32% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.14% | -38.86% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.82% | +0.06% | +0.23% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.05% | -2.19% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.53% | -0.20% | -0.10% | |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.51% | -0.18% | +21.44% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | +0.05% | -4.59% | |
| 19 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.90% | -0.08% | -1.02% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.04% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | — | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 0.51% | +0.11% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.12% | — | |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.41% | +0.01% | -2.24% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.03% | — | |
| 26 | HAPN | Happen Inc | Stock-Other | 0.33% | — | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.04% | -6.25% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | — | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | +0.01% | +1.27% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.02% | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.24% | +0.01% | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | -0.09% | +11.77% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.23% | +0.01% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.06% | -4.62% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | — | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.21% | — | -1.69% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.20% | +0.02% | — | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.19% | — | — | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.18% | -0.01% | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.18% | — | — | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.18% | — | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.01% | — | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.17% | -0.01% | — | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.17% | — | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.17% | +0.04% | — | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.15% | +0.01% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | +0.02% | -0.65% | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.13% | — | — | |
| 49 | AXP | American Express Co | Stock-Financials | 0.13% | — | — | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.12% | +0.02% | -0.59% |
According to official SEC Form 13F filings, Libra Wealth LLC reported a total U.S. public equity portfolio value of $391.2M across 68 disclosed positions in Q3 2025.
During Q3 2025, Libra Wealth LLC's top holdings by market value included VTI (19.8%)、VGIT (17.7%)、VEA (7.2%). The largest single position, VTI, represented 19.8% 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.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VGIT, VEA) accounted for 47.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
IUSG
市值: $680.0K
Top Position Liquidated / Trimmed
SPYM
前期市值: $322.4K
In Q3 2025, Libra Wealth LLC made 43 total portfolio adjustments, initiating 9 new buys, adding to 23 positions, trimming 8 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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