LIBRA WEALTH LLC
CIK: 0001925385SEC EDGAR →
Portfolio Value
$357.4B
Holdings
67
As of
Q4 2025
New Positions
67
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 211,271 | $70.8B | 19.82% |
| 2 | VANGUARD SCOTTSDALE FDS | 1,054,707 | $63.2B | 17.68% |
| 3 | VANGUARD TAX-MANAGED FDS | 426,184 | $26.6B | 7.45% |
| 4 | SCHWAB STRATEGIC TR | 735,499 | $19.3B | 5.40% |
| 5 | SCHWAB STRATEGIC TR | 788,292 | $18.9B | 5.30% |
| 6 | DIMENSIONAL ETF TRUST | 299,176 | $17.8B | 4.98% |
| 7 | AMERICAN CENTY ETF TR | 160,720 | $16.4B | 4.59% |
| 8 | AMERICAN CENTY ETF TR | 190,269 | $14.7B | 4.10% |
| 9 | AMERICAN CENTY ETF TR | 142,285 | $13.4B | 3.74% |
| 10 | NVIDIA CORPORATION | 57,656 | $10.8B | 3.01% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (67)
$70.8B · 211K shares
$63.2B · 1.1M shares
$26.6B · 426K shares
$19.3B · 735K shares
$18.9B · 788K shares
$17.8B · 299K shares
$16.4B · 161K shares
$14.7B · 190K shares
$13.4B · 142K shares
$10.8B · 58K shares
$6.4B · 53K shares
$6.3B · 23K shares
$6.2B · 42K shares
$5.9B · 77K shares
$5.4B · 11K shares
$5.1B · 202K shares
$5.1B · 45K shares
$4.9B · 53K shares
$4.6B · 7K shares
$3.0B · 104K shares
$2.4B · 8K shares
$2.3B · 5K shares
$1.9B · 3K shares
$1.7B · 10K shares
$1.4B · 3K shares
$1.3B · 19K shares
$1.1B · 6K shares
$1.1B · 5K shares
$1.0B · 4K shares
$970.0M · 3K shares
$929.0M · 4K shares
$832.0M · 3K shares
$805.0M · 1K shares
$776.0M · 3K shares
$768.0M · 4K shares
$694.0M · 4K shares
$645.0M · 4K shares
$615.0M · 3K shares
$608.0M · 6K shares
$608.0M · 8K shares
$598.0M · 2K shares
$584.0M · 6K shares
$568.0M · 4K shares
$545.0M · 2K shares
$545.0M · 6K shares
$527.0M · 4K shares
$520.0M · 2K shares
$464.0M · 1K shares
$411.0M · 2K shares
$410.0M · 5K shares
$408.0M · 2K shares
$394.0M · 7K shares
$365.0M · 552 shares
$354.0M · 2K shares
$351.0M · 700 shares
$349.0M · 7K shares
$314.0M · 4K shares
$310.0M · 515 shares
$294.0M · 446 shares
$294.0M · 3K shares
$264.0M · 307 shares
$258.0M · 555 shares
$240.0M · 908 shares
$239.0M · 1K shares
$227.0M · 3K shares
$205.0M · 3K shares
$200.0M · 538 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $315.0B | 88.1% |
| Technology | 12 | $27.6B | 7.7% |
| Communication Services | 4 | $8.6B | 2.4% |
| Consumer Cyclical | 3 | $3.9B | 1.1% |
| Unknown | 2 | $1.2B | 0.3% |
| Healthcare | 1 | $545.0M | 0.2% |
| Consumer Defensive | 1 | $264.0M | 0.1% |
| Industrials | 1 | $258.0M | 0.1% |