LIBRA WEALTH LLC
CIK: 0001925385SEC EDGAR →
Portfolio Value
$357.4M
Holdings
67
As of
Q4 2025
New Positions
67
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 211,271 | $70.8M | 19.82% |
| 2 | VANGUARD SCOTTSDALE FDS | 1,054,707 | $63.2M | 17.68% |
| 3 | VANGUARD TAX-MANAGED FDS | 426,184 | $26.6M | 7.45% |
| 4 | SCHWAB STRATEGIC TR | 735,499 | $19.3M | 5.40% |
| 5 | SCHWAB STRATEGIC TR | 788,292 | $18.9M | 5.30% |
| 6 | DIMENSIONAL ETF TRUST | 299,176 | $17.8M | 4.98% |
| 7 | AMERICAN CENTY ETF TR | 160,720 | $16.4M | 4.59% |
| 8 | AMERICAN CENTY ETF TR | 190,269 | $14.7M | 4.10% |
| 9 | AMERICAN CENTY ETF TR | 142,285 | $13.4M | 3.74% |
| 10 | NVIDIA CORPORATION | 57,656 | $10.8M | 3.01% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (67)
$70.8M · 211K shares
$63.2M · 1.1M shares
$26.6M · 426K shares
$19.3M · 735K shares
$18.9M · 788K shares
$17.8M · 299K shares
$16.4M · 161K shares
$14.7M · 190K shares
$13.4M · 142K shares
$10.8M · 58K shares
$6.4M · 53K shares
$6.3M · 23K shares
$6.2M · 42K shares
$5.9M · 77K shares
$5.4M · 11K shares
$5.1M · 202K shares
$5.1M · 45K shares
$4.9M · 53K shares
$4.6M · 7K shares
$3.0M · 104K shares
$2.4M · 8K shares
$2.3M · 5K shares
$1.9M · 3K shares
$1.7M · 10K shares
$1.4M · 3K shares
$1.3M · 19K shares
$1.1M · 6K shares
$1.1M · 5K shares
$1.0M · 4K shares
$970K · 3K shares
$929K · 4K shares
$832K · 3K shares
$805K · 1K shares
$776K · 3K shares
$768K · 4K shares
$694K · 4K shares
$645K · 4K shares
$615K · 3K shares
$608K · 6K shares
$608K · 8K shares
$598K · 2K shares
$584K · 6K shares
$568K · 4K shares
$545K · 2K shares
$545K · 6K shares
$527K · 4K shares
$520K · 2K shares
$464K · 1K shares
$411K · 2K shares
$410K · 5K shares
$408K · 2K shares
$394K · 7K shares
$365K · 552 shares
$354K · 2K shares
$351K · 700 shares
$349K · 7K shares
$314K · 4K shares
$310K · 515 shares
$294K · 446 shares
$294K · 3K shares
$264K · 307 shares
$258K · 555 shares
$240K · 908 shares
$239K · 1K shares
$227K · 3K shares
$205K · 3K shares
$200K · 538 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $315.0M | 88.1% |
| Technology | 12 | $27.6M | 7.7% |
| Communication Services | 4 | $8.6M | 2.4% |
| Consumer Cyclical | 3 | $3.9M | 1.1% |
| Unknown | 2 | $1.2M | 0.3% |
| Healthcare | 1 | $545K | 0.2% |
| Consumer Defensive | 1 | $264K | 0.1% |
| Industrials | 1 | $258K | 0.1% |