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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
(+7.3%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
5.96%
Top 10 Holdings %
Top 10 Hldgs %
76.06%
Holding
72
New
4
Increased
15
Reduced
16
Closed
5
Avg Time Held
10.5
quarters
Top 10 Avg Time Held
10.8
quarters
Top 20 Avg Time Held
12.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Robinhood
HOOD
|
+$5.83M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$4.52M |
| 3 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$3.52M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$2.64M |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$2.36M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
HAPN
Happen Inc
HAPN
|
+$1.11M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$461K |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$417K |
| 4 |
Vanguard ESG US Stock ETF
ESGV
|
+$411K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$249K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.82% |
| 2 | Technology | 7.72% |
| 3 | Communication Services | 2.42% |
| 4 | Financials | 1.65% |
| 5 | Consumer Discretionary | 1.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Analog Devices
ADI
$197B
| $409K | 0.11% |
1,508
-185
| -11% | -$46.5K |
2025 Q1
3 quarters
|
|
52
Vanguard FTSE Emerging Markets ETF
VWO
$124B
| $394K | 0.11% |
7,333
| – | – |
2025 Q1
3 quarters
|
|
53
Intuit
INTU
$81.2B
| $366K | 0.1% |
552
| – | – |
2024 Q3
5 quarters
|
|
54
Atlassian
TEAM
$51.5B
| $355K | 0.1% |
2,189
-332
| -13% | -$52.1K |
2025 Q1
3 quarters
|
|
55
Berkshire Hathaway Class B
BRK.B
$1.09T
| $352K | 0.1% |
700
-9
| -1% | -$4.48K |
2024 Q2
6 quarters
|
|
56
Vanguard Total International Bond ETF
BNDX
$82.4B
| $350K | 0.1% |
7,236
| – | – |
2022 Q3
13 quarters
|
|
57
Cisco
CSCO
$453B
| $315K | 0.09% |
4,083
| – | – |
2024 Q3
5 quarters
|
|
58
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
| $311K | 0.09% |
515
| – | – |
2022 Q3
13 quarters
|
|
59
iShares Core MSCI Total International Stock ETF
IXUS
$58.2B
| $295K | 0.08% |
3,485
| – | – |
2025 Q1
3 quarters
|
|
60
Meta Platforms (Facebook)
META
$1.84T
| $294K | 0.08% |
446
-165
| -27% | -$110K |
2025 Q1
3 quarters
|
|
61
Costco
COST
$420B
| $265K | 0.07% |
307
-40
| -12% | -$36.2K |
2023 Q2
10 quarters
|
|
62
Deere & Co
DE
$176B
| $258K | 0.07% |
555
| – | – |
2022 Q3
13 quarters
|
|
63
Salesforce
CRM
$187B
| $241K | 0.07% |
908
-259
| -22% | -$64.4K |
2025 Q1
3 quarters
|
|
64
Invesco S&P 500 Equal Weight ETF
RSP
$97B
| $240K | 0.07% |
1,251
| – | – |
2025 Q2
2 quarters
|
|
65
Vanguard International High Dividend Yield ETF
VYMI
$20.8B
| $227K | 0.06% |
2,525
| – | – |
2025 Q2
2 quarters
|
|
66
Vanguard Short-Term Bond ETF
BSV
$46B
| $206K | 0.06% |
+2,609
| New | +$206K |
2025 Q4
0 quarters
|
|
67
iShares Russell 1000 ETF
IWB
$49.2B
| $201K | 0.06% |
+538
| New | +$199K |
2025 Q4
0 quarters
|
|
68
Concentrix
CNXC
$1.65B
| – | – |
-4,584
| Closed | -$212K | – |
|
|
69
iShares Russell Top 200 Growth ETF
IWY
$16.6B
| – | – |
-1,525
| Closed | -$417K | – |
|
|
HAPN
70
Happen Inc
HAPN
$1.77B
| – | – |
-73,133
| Closed | -$1.11M | – |
|
|
71
iShares National Muni Bond ETF
MUB
$47.3B
| – | – |
-2,339
| Closed | -$249K | – |
|
72
Schwab US Dividend Equity ETF
SCHD
$110B
| – | – |
-8,526
| Closed | -$233K | – |
|
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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 Miscellaneous at 87% of assets, down from 87% a quarter earlier, followed by Technology and Communication Services.
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.