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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
(+8.9%)
Cap. Flow
+$7.12M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
75.63%
Holding
69
New
–
Increased
12
Reduced
23
Closed
1
Avg Time Held
9.7
quarters
Top 10 Avg Time Held
9.8
quarters
Top 20 Avg Time Held
11.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.61M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.34M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.66M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.58M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$1.31M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$3.44M |
| 2 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+$666K |
| 3 |
Schwab International Equity ETF
SCHF
|
+$502K |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$206K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$204K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.98% |
| 2 | Technology | 8.16% |
| 3 | Communication Services | 2.76% |
| 4 | Consumer Discretionary | 1.19% |
| 5 | Financials | 0.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Atlassian
TEAM
$51.5B
| $403K | 0.12% |
2,521
-115
| -4% | -$20.8K |
2025 Q1
2 quarters
|
|
52
Vanguard Total International Stock ETF
VXUS
$159B
| $400K | 0.12% |
5,440
+322
| +6% | +$22.9K |
2022 Q3
12 quarters
|
|
53
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $397K | 0.12% |
7,333
| – | – |
2025 Q1
2 quarters
|
|
54
Intuit
INTU
$81.2B
| $377K | 0.11% |
552
-21
| -4% | -$15.1K |
2024 Q3
4 quarters
|
|
55
Vanguard Total International Bond ETF
BNDX
$82.4B
| $358K | 0.11% |
7,236
| – | – |
2022 Q3
12 quarters
|
|
56
Berkshire Hathaway Class B
BRK.B
$1.09T
| $356K | 0.11% |
709
+119
| +20% | +$57.6K |
2024 Q2
5 quarters
|
|
57
Applied Materials
AMAT
$404B
| $328K | 0.1% |
1,600
| – | – |
2023 Q2
9 quarters
|
|
58
Costco
COST
$420B
| $321K | 0.1% |
347
-63
| -15% | -$60.4K |
2023 Q2
9 quarters
|
|
59
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
| $307K | 0.09% |
515
| – | – |
2022 Q3
12 quarters
|
|
60
iShares Core MSCI Total International Stock ETF
IXUS
$58.2B
| $288K | 0.09% |
3,485
| – | – |
2025 Q1
2 quarters
|
|
61
Cisco
CSCO
$453B
| $279K | 0.08% |
4,083
-261
| -6% | -$17.8K |
2024 Q3
4 quarters
|
|
62
Salesforce
CRM
$187B
| $277K | 0.08% |
1,167
-41
| -3% | -$10.3K |
2025 Q1
2 quarters
|
|
63
Deere & Co
DE
$176B
| $254K | 0.08% |
555
| – | – |
2022 Q3
12 quarters
|
|
64
iShares National Muni Bond ETF
MUB
$47.3B
| $249K | 0.07% |
2,339
-235
| -9% | -$24.6K |
2025 Q2
1 quarter
|
|
65
Invesco S&P 500 Equal Weight ETF
RSP
$97B
| $237K | 0.07% |
1,251
| – | – |
2025 Q2
1 quarter
|
|
66
Schwab US Dividend Equity ETF
SCHD
$110B
| $233K | 0.07% |
8,526
| – | – |
2025 Q2
1 quarter
|
|
67
Vanguard International High Dividend Yield ETF
VYMI
$20.8B
| $214K | 0.06% |
2,525
| – | – |
2025 Q2
1 quarter
|
|
68
Concentrix
CNXC
$1.65B
| $212K | 0.06% |
4,584
| – | – |
2025 Q2
1 quarter
|
|
69
ChargePoint
CHPT
$218M
| – | – |
-2,500
| Closed | -$35.2K | – |
|
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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 Miscellaneous at 87% of assets, up from 86% a quarter earlier, followed by Technology and Communication Services.
- 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.