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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
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
VTI icon
1
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
$70.8M 19.82%
211,271
+10,582
+5% +$3.52M
VGIT icon
2
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.5B
$63.2M 17.68%
1,054,707
+75,150
+8% +$4.52M
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$237B
$26.6M 7.45%
426,184
+28,680
+7% +$1.76M
SCHB icon
4
Schwab US Broad Market ETF
SCHB
$44.7B
$19.3M 5.4%
735,499
-17,700
-2% -$461K
SCHF icon
5
Schwab International Equity ETF
SCHF
$68.9B
$19M 5.3%
788,292
-7,990
-1% -$190K
DFAT icon
6
Dimensional US Targeted Value ETF
DFAT
$14.9B
$17.8M 4.98%
299,176
-1,115
-0.4% -$65.1K
AVUV icon
7
Avantis US Small Cap Value ETF
AVUV
$31.3B
$16.4M 4.59%
160,720
+26,379
+20% +$2.64M
AVEM icon
8
Avantis Emerging Markets Equity ETF
AVEM
$27.1B
$14.7M 4.1%
190,269
+21,093
+12% +$1.61M
AVDV icon
9
Avantis International Small Cap Value ETF
AVDV
$19.9B
$13.4M 3.74%
142,285
+15,009
+12% +$1.36M
NVDA icon
10
NVIDIA
NVDA
$5.27T
$10.8M 3.01%
57,656
+882
+2% +$164K
ESGV icon
11
Vanguard ESG US Stock ETF
ESGV
$13.6B
$6.43M 1.8%
53,132
-3,429
-6% -$411K
AAPL icon
12
Apple
AAPL
$4.62T
$6.28M 1.76%
23,116
-816
-3% -$219K
ITOT icon
13
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
$6.18M 1.73%
41,554
-34
-0.1% -$5.02K
FBTC icon
14
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.7B
$5.91M 1.65%
77,488
+27,045
+54% +$2.36M
MSFT icon
15
Microsoft
MSFT
$3.6T
$5.35M 1.5%
11,068
+56
+0.5% +$28.1K
SCHR
16
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.4B
$5.07M 1.42%
202,043
-200
-0.1% -$5.03K
HOOD icon
17
Robinhood
HOOD
$86.1B
$5.07M 1.42%
+44,791
New +$5.83M
NFLX icon
18
Netflix
NFLX
$334B
$4.95M 1.38%
52,750
– –
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$812B
$4.55M 1.27%
6,678
– –
SPTI icon
20
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
$3.01M 0.84%
104,269
– –
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.18T
$2.43M 0.68%
7,758
+987
+15% +$283K
TSLA icon
22
Tesla
TSLA
$1.39T
$2.28M 0.64%
5,060
– –
VOO icon
23
Vanguard S&P 500 ETF
VOO
$1.03T
$1.92M 0.54%
3,067
+197
+7% +$122K
QCOM icon
24
Qualcomm
QCOM
$170B
$1.74M 0.49%
10,170
– –
VUG icon
25
Vanguard Morningstar Growth ETF
VUG
$227B
$1.44M 0.4%
17,766
+1,332
+8% +$108K
1
2 3

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KFG
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PWAC
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SHFA
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FWM
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AIM
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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 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.