We are live on ! Find out more
LW

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
Cap. Flow
+$21.3M
Cap. Flow %
5.96%
Top 10 Hldgs %
76.06%
Holding
72
New
4
Increased
15
Reduced
16
Closed
5

Top Buys

Rank Stock Value
1
HOOD icon
Robinhood
HOOD
+$5.83M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.52M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$3.52M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.64M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$2.36M

Top Sells

Rank Stock Value
1
HAPN
Happen Inc
HAPN
+$1.11M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$461K
3
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$417K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$411K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$249K

Sector Composition

Rank Sector Weight
1 Technology 7.72%
2 Communication Services 2.42%
3 Financials 1.65%
4 Consumer Discretionary 1.1%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
51
Analog Devices
ADI
$182B
$409K 0.11%
1,508
-185
-11% -$46.5K
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$394K 0.11%
7,333
– –
INTU icon
53
Intuit
INTU
$99.1B
$366K 0.1%
552
– –
TEAM icon
54
Atlassian
TEAM
$44.1B
$355K 0.1%
2,189
-332
-13% -$52.1K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.07T
$352K 0.1%
700
-9
-1% -$4.48K
BNDX icon
56
Vanguard Total International Bond ETF
BNDX
$82.7B
$350K 0.1%
7,236
– –
CSCO icon
57
Cisco
CSCO
$436B
$315K 0.09%
4,083
– –
MDY icon
58
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$311K 0.09%
515
– –
IXUS icon
59
iShares Core MSCI Total International Stock ETF
IXUS
$60.3B
$295K 0.08%
3,485
– –
META icon
60
Meta Platforms (Facebook)
META
$1.39T
$294K 0.08%
446
-165
-27% -$110K
COST icon
61
Costco
COST
$424B
$265K 0.07%
307
-40
-12% -$36.2K
DE icon
62
Deere & Co
DE
$157B
$258K 0.07%
555
– –
CRM icon
63
Salesforce
CRM
$169B
$241K 0.07%
908
-259
-22% -$64.4K
RSP icon
64
Invesco S&P 500 Equal Weight ETF
RSP
$99.6B
$240K 0.07%
1,251
– –
VYMI icon
65
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
$227K 0.06%
2,525
– –
BSV icon
66
Vanguard Short-Term Bond ETF
BSV
$45.7B
$206K 0.06%
+2,609
New +$206K
IWB icon
67
iShares Russell 1000 ETF
IWB
$49.5B
$201K 0.06%
+538
New +$199K
CNXC icon
68
Concentrix
CNXC
$1.57B
– –
-4,584
Closed -$212K
IWY icon
69
iShares Russell Top 200 Growth ETF
IWY
$16.1B
– –
-1,525
Closed -$417K
HAPN
70
Happen Inc
HAPN
$2.14B
– –
-73,133
Closed -$1.11M
MUB icon
71
iShares National Muni Bond ETF
MUB
$45.7B
– –
-2,339
Closed -$249K
SCHD icon
72
Schwab US Dividend Equity ETF
SCHD
$111B
– –
-8,526
Closed -$233K
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 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 Technology at 7.7% of assets, down from 8.2% a quarter earlier, followed by Communication Services and Financials.

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.