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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
-2.04%
1 Year Est. Return
+18.18%
3 Year Est. Return
+58.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$267M
AUM Growth
+$9.35M
(+3.6%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
6.3%
Top 10 Holdings %
Top 10 Hldgs %
76.28%
Holding
63
New
10
Increased
18
Reduced
12
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$3.08M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$2.99M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.06M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.8M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.75M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$891K |
| 2 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$739K |
| 3 |
Netflix
NFLX
|
+$476K |
| 4 |
Apple
AAPL
|
+$329K |
| 5 |
IBM
IBM
|
+$245K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.52% |
| 2 | Communication Services | 2.48% |
| 3 | Consumer Discretionary | 1.05% |
| 4 | Financials | 0.51% |
| 5 | Healthcare | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total International Stock ETF
VXUS
$162B
| $318K | 0.12% |
5,118
| – | – |
|
52
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $290K | 0.11% |
+6,417
| New | +$289K |
|
53
Berkshire Hathaway Class B
BRK.B
$1.07T
| $279K | 0.1% |
524
| – | – |
|
54
Meta Platforms (Facebook)
META
$1.39T
| $277K | 0.1% |
+481
| New | +$310K |
|
55
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
| $275K | 0.1% |
515
| – | – |
|
56
Deere & Co
DE
$157B
| $260K | 0.1% |
555
| – | – |
|
57
Cisco
CSCO
$436B
| $245K | 0.09% |
3,966
| – | – |
|
58
iShares Core MSCI Total International Stock ETF
IXUS
$60.3B
| $243K | 0.09% |
+3,485
| New | +$242K |
|
59
Applied Materials
AMAT
$394B
| $232K | 0.09% |
1,600
| – | – |
|
60
iShares 0-3 Month Treasury Bond ETF
SGOV
$103B
| $217K | 0.08% |
+2,158
| New | +$217K |
|
61
State Street Technology Select Sector SPDR ETF
XLK
$120B
| $206K | 0.08% |
2,000
| – | – |
|
62
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.61B
| $206K | 0.08% |
+2,054
| New | +$205K |
|
63
ChargePoint
CHPT
$151M
| $30.3K | 0.01% |
2,500
| – | – |
|
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Libra Wealth's Q1 2025 Portfolio in Review
As of Q1 2025, Libra Wealth held 63 positions worth $267M, up 3.6% from $257M the previous quarter. Its ten largest holdings account for 76% of the portfolio.
Libra Wealth deployed $16.8M of net new capital in Q1 2025, opening 10 new positions and adding to 18 existing holdings. Its largest new stake was Qualcomm: 10,170 shares worth $1.56M.
By sector, the portfolio is most concentrated in Technology at 7.5% of assets, down from 7.8% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was Schwab Intermediately-Term US Treasury ETF, an estimated $891K trimmed.
- Libra Wealth's largest Q1 2025 buy was Qualcomm: 10,170 shares worth $1.56M.
- Libra Wealth added most to Vanguard Morningstar Total Stock Market ETF in Q1 2025, an estimated $3.08M increase.
- Libra Wealth's biggest Q1 2025 reduction was Schwab Intermediately-Term US Treasury ETF, cutting an estimated $891K.
- Libra Wealth's ten largest holdings make up 76% of its $267M portfolio in Q1 2025.
- Libra Wealth opened 10 new positions and closed 0 in Q1 2025.
- Libra Wealth's portfolio value rose 3.6% quarter-over-quarter to $267M.
Based on Libra Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.