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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
+10.41%
1 Year Est. Return
+18.18%
3 Year Est. Return
+58.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$306M
AUM Growth
+$39.3M
(+15%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
4.25%
Top 10 Holdings %
Top 10 Hldgs %
74.21%
Holding
72
New
9
Increased
33
Reduced
11
Closed
3
Avg Time Held
8.6
quarters
Top 10 Avg Time Held
8.8
quarters
Top 20 Avg Time Held
10.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab International Equity ETF
SCHF
|
+$3.87M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$3.81M |
| 3 |
Apple
AAPL
|
+$2.84M |
| 4 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+$2.58M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$2.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.51M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.59M |
| 3 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.51M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$639K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$322K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 85.99% |
| 2 | Technology | 8.97% |
| 3 | Communication Services | 3.05% |
| 4 | Consumer Discretionary | 1.1% |
| 5 | Financials | 0.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Analog Devices
ADI
$197B
| $405K | 0.13% |
1,703
+10
| +0.6% | +$2.08K |
2025 Q1
1 quarter
|
|
52
American Express
AXP
$208B
| $400K | 0.13% |
1,255
+10
| +0.8% | +$2.81K |
2023 Q4
6 quarters
|
|
53
iShares Russell Top 200 Growth ETF
IWY
$16.6B
| $376K | 0.12% |
+1,525
| New | +$339K |
2025 Q2
0 quarters
|
|
54
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $363K | 0.12% |
7,333
+916
| +14% | +$42.5K |
2025 Q1
1 quarter
|
|
55
Vanguard Total International Bond ETF
BNDX
$82.4B
| $358K | 0.12% |
7,236
-1,399
| -16% | -$68.8K |
2022 Q3
11 quarters
|
|
56
Vanguard Total International Stock ETF
VXUS
$159B
| $354K | 0.12% |
5,118
| – | – |
2022 Q3
11 quarters
|
|
57
Salesforce
CRM
$187B
| $329K | 0.11% |
1,208
-15
| -1% | -$4.01K |
2025 Q1
1 quarter
|
|
58
Cisco
CSCO
$453B
| $301K | 0.1% |
4,344
+378
| +10% | +$23.2K |
2024 Q3
3 quarters
|
|
59
Applied Materials
AMAT
$404B
| $293K | 0.1% |
1,600
| – | – |
2023 Q2
8 quarters
|
|
60
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
| $292K | 0.1% |
515
| – | – |
2022 Q3
11 quarters
|
|
61
Berkshire Hathaway Class B
BRK.B
$1.09T
| $287K | 0.09% |
590
+66
| +13% | +$33.5K |
2024 Q2
4 quarters
|
|
62
Deere & Co
DE
$176B
| $282K | 0.09% |
555
| – | – |
2022 Q3
11 quarters
|
|
63
iShares Core MSCI Total International Stock ETF
IXUS
$58.2B
| $269K | 0.09% |
3,485
| – | – |
2025 Q1
1 quarter
|
|
64
iShares National Muni Bond ETF
MUB
$47.3B
| $269K | 0.09% |
+2,574
| New | +$268K |
2025 Q2
0 quarters
|
|
65
Concentrix
CNXC
$1.65B
| $242K | 0.08% |
+4,584
| New | +$242K |
2025 Q2
0 quarters
|
|
66
Invesco S&P 500 Equal Weight ETF
RSP
$97B
| $227K | 0.07% |
+1,251
| New | +$216K |
2025 Q2
0 quarters
|
|
67
Schwab US Dividend Equity ETF
SCHD
$110B
| $226K | 0.07% |
+8,526
| New | +$223K |
2025 Q2
0 quarters
|
|
68
Vanguard International High Dividend Yield ETF
VYMI
$20.8B
| $202K | 0.07% |
+2,525
| New | +$193K |
2025 Q2
0 quarters
|
|
69
ChargePoint
CHPT
$218M
| $35.2K | 0.01% |
2,500
| – | – |
2024 Q3
3 quarters
|
|
70
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.9B
| – | – |
-2,054
| Closed | -$206K | – |
|
71
iShares 0-3 Month Treasury Bond ETF
SGOV
$112B
| – | – |
-2,158
| Closed | -$217K | – |
|
|
SPYM
72
State Street SPDR Portfolio S&P 500 ETF
SPYM
$176B
| – | – |
-4,902
| Closed | -$322K | – |
|
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Libra Wealth's Q2 2025 Portfolio in Review
As of Q2 2025, Libra Wealth held 72 positions worth $306M, up 15% from $267M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Libra Wealth deployed $13M of net new capital in Q2 2025, opening 9 new positions and adding to 33 existing holdings. Its largest new stake was iShares Core S&P US Growth ETF: 4,133 shares worth $622K.
By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, down from 88% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Vanguard FTSE Developed Markets ETF, an estimated $3.51M trimmed.
- Libra Wealth's largest Q2 2025 buy was iShares Core S&P US Growth ETF: 4,133 shares worth $622K.
- Libra Wealth added most to Schwab International Equity ETF in Q2 2025, an estimated $3.87M increase.
- Libra Wealth's biggest Q2 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $3.51M.
- Libra Wealth fully exited State Street SPDR Portfolio S&P 500 ETF in Q2 2025, selling an estimated $322K.
- Libra Wealth's ten largest holdings make up 74% of its $306M portfolio in Q2 2025.
- Libra Wealth opened 9 new positions and closed 3 in Q2 2025.
- Libra Wealth's portfolio value rose 15% quarter-over-quarter to $306M.
Based on Libra Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.