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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
Cap. Flow
+$21.3M
Cap. Flow %
5.96%
Top 10 Hldgs %
76.06%
Holding
72
New
4
Increased
15
Reduced
16
Closed
5

Top Buys

Rank Stock Value
1
HOOD icon
Robinhood
HOOD
+$5.83M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.52M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$3.52M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.64M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$2.36M

Top Sells

Rank Stock Value
1
HAPN
Happen Inc
HAPN
+$1.11M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$461K
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$417K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$411K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$249K

Sector Composition

Rank Sector Weight
1 Technology 7.72%
2 Communication Services 2.42%
3 Financials 1.65%
4 Consumer Discretionary 1.1%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSGX icon
26
Vanguard ESG International Stock ETF
VSGX
$6.76B
$1.33M 0.37%
18,581
-1,226
-6% -$86.5K
VTV icon
27
Vanguard Morningstar Value ETF
VTV
$194B
$1.05M 0.29%
5,518
+120
+2% +$22.6K
AMZN icon
28
Amazon
AMZN
$2.87T
$1.05M 0.29%
4,563
-41
-0.9% -$9.38K
VB icon
29
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$1M 0.28%
3,893
– –
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.22T
$970K 0.27%
3,100
– –
IWM icon
31
iShares Russell 2000 ETF
IWM
$82.4B
$929K 0.26%
3,775
– –
IBM icon
32
IBM
IBM
$223B
$833K 0.23%
2,812
– –
QQQ icon
33
Invesco QQQ Trust
QQQ
$487B
$805K 0.23%
1,311
+1
+0.1% +$614
VO icon
34
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$777K 0.22%
10,708
+480
+5% +$34.9K
VBR icon
35
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$768K 0.21%
3,627
– –
IUSG icon
36
iShares Core S&P US Growth ETF
IUSG
$33.3B
$694K 0.19%
4,133
– –
VYM icon
37
Vanguard High Dividend Yield ETF
VYM
$83.4B
$645K 0.18%
4,496
– –
VIG icon
38
Vanguard Dividend Appreciation ETF
VIG
$114B
$615K 0.17%
2,799
– –
VEU icon
39
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$608K 0.17%
8,271
– –
SUB icon
40
iShares Short-Term National Muni Bond ETF
SUB
$11.5B
$608K 0.17%
5,699
– –
HD icon
41
Home Depot
HD
$343B
$599K 0.17%
1,740
– –
ESGD icon
42
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$585K 0.16%
6,149
– –
XLK icon
43
State Street Technology Select Sector SPDR ETF
XLK
$120B
$569K 0.16%
3,950
– –
VNQ icon
44
Vanguard Real Estate ETF
VNQ
$39.1B
$546K 0.15%
6,165
– –
ABBV icon
45
AbbVie
ABBV
$470B
$545K 0.15%
2,386
-106
-4% -$24.1K
ESGU icon
46
iShares ESG Aware MSCI USA ETF
ESGU
$18.2B
$528K 0.15%
3,544
– –
CDNS icon
47
Cadence Design Systems
CDNS
$86.7B
$520K 0.15%
+1,665
New +$543K
AXP icon
48
American Express
AXP
$230B
$464K 0.13%
1,255
– –
AMAT icon
49
Applied Materials
AMAT
$394B
$411K 0.12%
1,600
– –
VXUS icon
50
Vanguard Total International Stock ETF
VXUS
$162B
$410K 0.11%
5,440
– –
1
2
3

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KFG
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PWAC
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SHFA
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FWM
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AIM
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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 Technology at 7.7% of assets, down from 8.2% a quarter earlier, followed by Communication Services and Financials.

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.