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Libra Wealth Portfolio holdings
AUM
$391M
1-Year Est. Return
18.18%
This Fund
S&P 500
This Quarter
Est. Return
+1.09%
1 Year Est. Return
+18.18%
3 Year Est. Return
+58.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$357M
AUM Growth
+$24.4M
(+7.3%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
5.96%
Top 10 Holdings %
Top 10 Hldgs %
76.06%
Holding
72
New
4
Increased
15
Reduced
16
Closed
5
Avg Time Held
10.5
quarters
Top 10 Avg Time Held
10.8
quarters
Top 20 Avg Time Held
12.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Robinhood
HOOD
|
+$5.83M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$4.52M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$3.52M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.64M |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$2.36M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
HAPN
Happen Inc
HAPN
|
+$1.11M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$461K |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$417K |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$411K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$249K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.82% |
| 2 | Technology | 7.72% |
| 3 | Communication Services | 2.42% |
| 4 | Financials | 1.65% |
| 5 | Consumer Discretionary | 1.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Vanguard ESG International Stock ETF
VSGX
$6.59B
| $1.33M | 0.37% |
18,581
-1,226
| -6% | -$86.5K |
2021 Q4
16 quarters
|
|
27
Vanguard Morningstar Value ETF
VTV
$188B
| $1.05M | 0.29% |
5,518
+120
| +2% | +$22.6K |
2022 Q2
14 quarters
|
|
28
Amazon
AMZN
$2.74T
| $1.05M | 0.29% |
4,563
-41
| -0.9% | -$9.38K |
2021 Q4
16 quarters
|
|
29
Vanguard Morningstar Small-Cap ETF
VB
$77.6B
| $1M | 0.28% |
3,893
| – | – |
2022 Q2
14 quarters
|
|
30
Alphabet (Google) Class A
GOOGL
$4.26T
| $970K | 0.27% |
3,100
| – | – |
2022 Q2
14 quarters
|
|
31
iShares Russell 2000 ETF
IWM
$77.1B
| $929K | 0.26% |
3,775
| – | – |
2022 Q2
14 quarters
|
|
32
IBM
IBM
$213B
| $833K | 0.23% |
2,812
| – | – |
2021 Q4
16 quarters
|
|
33
Invesco QQQ Trust
QQQ
$504B
| $805K | 0.23% |
1,311
+1
| +0.1% | +$614 |
2022 Q3
13 quarters
|
|
34
Vanguard Morningstar Mid-Cap ETF
VO
$105B
| $777K | 0.22% |
10,708
+480
| +5% | +$34.9K |
2022 Q2
14 quarters
|
|
35
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.5B
| $768K | 0.21% |
3,627
| – | – |
2022 Q3
13 quarters
|
|
36
iShares Core S&P US Growth ETF
IUSG
$34.5B
| $694K | 0.19% |
4,133
| – | – |
2025 Q2
2 quarters
|
|
37
Vanguard High Dividend Yield ETF
VYM
$80.3B
| $645K | 0.18% |
4,496
| – | – |
2022 Q3
13 quarters
|
|
38
Vanguard Dividend Appreciation ETF
VIG
$111B
| $615K | 0.17% |
2,799
| – | – |
2022 Q1
15 quarters
|
|
39
Vanguard FTSE All-World ex-US ETF
VEU
$67.8B
| $608K | 0.17% |
8,271
| – | – |
2025 Q2
2 quarters
|
|
40
iShares Short-Term National Muni Bond ETF
SUB
$12B
| $608K | 0.17% |
5,699
| – | – |
2022 Q2
14 quarters
|
|
41
Home Depot
HD
$295B
| $599K | 0.17% |
1,740
| – | – |
2022 Q1
15 quarters
|
|
42
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
| $585K | 0.16% |
6,149
| – | – |
2022 Q2
14 quarters
|
|
43
State Street Technology Select Sector SPDR ETF
XLK
$129B
| $569K | 0.16% |
3,950
| – | – |
2023 Q2
10 quarters
|
|
44
Vanguard Real Estate ETF
VNQ
$35.3B
| $546K | 0.15% |
6,165
| – | – |
2022 Q2
14 quarters
|
|
45
AbbVie
ABBV
$481B
| $545K | 0.15% |
2,386
-106
| -4% | -$24.1K |
2021 Q4
16 quarters
|
|
46
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
| $528K | 0.15% |
3,544
| – | – |
2025 Q2
2 quarters
|
|
47
Cadence Design Systems
CDNS
$96.1B
| $520K | 0.15% |
+1,665
| New | +$543K |
2025 Q4
0 quarters
|
|
48
American Express
AXP
$208B
| $464K | 0.13% |
1,255
| – | – |
2023 Q4
8 quarters
|
|
49
Applied Materials
AMAT
$404B
| $411K | 0.12% |
1,600
| – | – |
2023 Q2
10 quarters
|
|
50
Vanguard Total International Stock ETF
VXUS
$159B
| $410K | 0.11% |
5,440
| – | – |
2022 Q3
13 quarters
|
|
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Libra Wealth's Q4 2025 Portfolio in Review
As of Q4 2025, Libra Wealth held 72 positions worth $357M, up 7.3% from $333M the previous quarter. Its ten largest holdings account for 76% of the portfolio.
Libra Wealth deployed $21.3M of net new capital in Q4 2025, opening 4 new positions and adding to 15 existing holdings. Its largest new stake was Robinhood: 44,791 shares worth $5.07M.
By sector, the portfolio is most concentrated in Miscellaneous at 87% of assets, down from 87% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Schwab US Broad Market ETF, an estimated $461K trimmed.
- Libra Wealth's largest Q4 2025 buy was Robinhood: 44,791 shares worth $5.07M.
- Libra Wealth added most to Vanguard Intermediate-Term Treasury ETF in Q4 2025, an estimated $4.52M increase.
- Libra Wealth's biggest Q4 2025 reduction was Schwab US Broad Market ETF, cutting an estimated $461K.
- Libra Wealth fully exited Happen Inc in Q4 2025, selling an estimated $1.11M.
- Libra Wealth's ten largest holdings make up 76% of its $357M portfolio in Q4 2025.
- Libra Wealth opened 4 new positions and closed 5 in Q4 2025.
- Libra Wealth's portfolio value rose 7.3% quarter-over-quarter to $357M.
Based on Libra Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.