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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
+6.76%
1 Year Est. Return
+18.18%
3 Year Est. Return
+58.15%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$333M
AUM Growth
+$27.2M
Cap. Flow
+$7.12M
Cap. Flow %
2.14%
Top 10 Hldgs %
75.63%
Holding
69
New
–
Increased
12
Reduced
23
Closed
1

Top Buys

Rank Stock Value
1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.61M
2
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.34M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.66M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.58M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.31M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.44M
2
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$666K
3
SCHF icon
Schwab International Equity ETF
SCHF
+$502K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$206K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$204K

Sector Composition

Rank Sector Weight
1 Technology 8.16%
2 Communication Services 2.76%
3 Consumer Discretionary 1.19%
4 Financials 0.57%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEAM icon
51
Atlassian
TEAM
$44.1B
$403K 0.12%
2,521
-115
-4% -$20.8K
VXUS icon
52
Vanguard Total International Stock ETF
VXUS
$162B
$400K 0.12%
5,440
+322
+6% +$22.9K
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$397K 0.12%
7,333
– –
INTU icon
54
Intuit
INTU
$99.1B
$377K 0.11%
552
-21
-4% -$15.1K
BNDX icon
55
Vanguard Total International Bond ETF
BNDX
$82.7B
$358K 0.11%
7,236
– –
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.07T
$356K 0.11%
709
+119
+20% +$57.6K
AMAT icon
57
Applied Materials
AMAT
$394B
$328K 0.1%
1,600
– –
COST icon
58
Costco
COST
$424B
$321K 0.1%
347
-63
-15% -$60.4K
MDY icon
59
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$307K 0.09%
515
– –
IXUS icon
60
iShares Core MSCI Total International Stock ETF
IXUS
$60.3B
$288K 0.09%
3,485
– –
CSCO icon
61
Cisco
CSCO
$436B
$279K 0.08%
4,083
-261
-6% -$17.8K
CRM icon
62
Salesforce
CRM
$169B
$277K 0.08%
1,167
-41
-3% -$10.3K
DE icon
63
Deere & Co
DE
$157B
$254K 0.08%
555
– –
MUB icon
64
iShares National Muni Bond ETF
MUB
$45.7B
$249K 0.07%
2,339
-235
-9% -$24.6K
RSP icon
65
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$237K 0.07%
1,251
– –
SCHD icon
66
Schwab US Dividend Equity ETF
SCHD
$111B
$233K 0.07%
8,526
– –
VYMI icon
67
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
$214K 0.06%
2,525
– –
CNXC icon
68
Concentrix
CNXC
$1.57B
$212K 0.06%
4,584
– –
CHPT icon
69
ChargePoint
CHPT
$151M
– –
-2,500
Closed -$35.2K
1 2
3

Similar funds

PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return
SHFA
SS&H Financial Advisors Troy, Michigan $391M AUM
FWM
ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
AIM
Access Investment Management Atlanta, Georgia $391M AUM 21.6% 1-Year Est. Return

Libra Wealth's Q3 2025 Portfolio in Review

As of Q3 2025, Libra Wealth held 69 positions worth $333M, up 8.9% from $306M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 1.4%. Libra Wealth opened no new positions and exited 1, leaving the 69-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 8.2% of assets, down from 9% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Libra Wealth added most to Vanguard Intermediate-Term Treasury ETF in Q3 2025, an estimated $3.61M increase.
  • Libra Wealth's biggest Q3 2025 reduction was Apple, cutting an estimated $3.44M.
  • Libra Wealth fully exited ChargePoint in Q3 2025, selling an estimated $35.2K.
  • Libra Wealth's ten largest holdings make up 76% of its $333M portfolio in Q3 2025.
  • Libra Wealth opened 0 new positions and closed 1 in Q3 2025.
  • Libra Wealth's portfolio value rose 8.9% quarter-over-quarter to $333M.

Based on Libra Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.