Libra Wealth LLC Top Holdings and 13F Report (2025) About Libra Wealth LLCInvestment ActivityLibra Wealth LLC has $305.81 million in total holdings as of June 30, 2025.Libra Wealth LLC owns shares of 69 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 7.57% of the portfolio was purchased this quarter.About 3.10% of the portfolio was sold this quarter.This quarter, Libra Wealth LLC has purchased 63 new stocks and bought additional shares in 33 stocks.Libra Wealth LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $59,475,024Vanguard Intermediate-Term Treasury ETF $54,972,687Vanguard FTSE Developed Markets ETF $21,034,721Schwab US Broad Market ETF $18,144,829Schwab International Equity ETF $18,089,182 Largest New Holdings this Quarter 464287671 - iShares Core S&P U.S. Growth ETF $621,603 Holding922042775 - Vanguard FTSE All-World ex-US ETF $555,977 Holding46435G425 - iShares ESG Aware MSCI USA ETF $479,503 Holding464289438 - iShares Russell Top 200 Growth ETF $375,928 Holding464288414 - iShares National Muni Bond ETF $268,932 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 172,834 shares (about $4.12M)Schwab International Equity ETF 185,703 shares (about $4.10M)Apple 14,060 shares (about $2.81M)Dimensional U.S. Targeted Value ETF 50,612 shares (about $2.73M)Vanguard Intermediate-Term Treasury ETF 35,778 shares (about $2.14M) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 65,619 shares (about $3.74M)Vanguard Total Stock Market ETF 5,649 shares (about $1.72M)Avantis Emerging Markets Equity ETF 23,986 shares (about $1.64M)Avantis U.S. Small Cap Value ETF 7,416 shares (about $675.60K)Vanguard ESG U.S. Stock ETF 3,146 shares (about $344.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLibra Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$59,475,024$1,716,897 ▼-2.8%195,68719.4%ETFVGITVanguard Intermediate-Term Treasury ETF$54,972,687$2,139,882 ▲4.1%919,12218.0%ETFVEAVanguard FTSE Developed Markets ETF$21,034,721$3,740,944 ▼-15.1%368,9656.9%ETFSCHBSchwab US Broad Market ETF$18,144,829$4,118,634 ▲29.4%761,4285.9%ETFSCHFSchwab International Equity ETF$18,089,182$4,104,036 ▲29.3%818,5155.9%ETFDFATDimensional U.S. Targeted Value ETF$16,834,758$2,731,022 ▲19.4%311,9865.5%ETFAVEMAvantis Emerging Markets Equity ETF$10,337,203$1,644,000 ▼-13.7%150,8203.4%ETFAVUVAvantis U.S. Small Cap Value ETF$10,033,116$675,598 ▼-6.3%110,1333.3%ETFAVDVAvantis International Small Cap Value ETF$9,022,460$30,919 ▲0.3%113,8053.0%ETFNVDANVIDIA$9,000,097$97,638 ▲1.1%56,9662.9%Computer and TechnologyAAPLApple$7,823,354$2,810,331 ▲56.1%39,1402.6%Computer and TechnologyNFLXNetflix$7,086,676$73,652 ▲1.1%5,2922.3%Consumer DiscretionaryESGVVanguard ESG U.S. Stock ETF$6,231,499$344,927 ▼-5.2%56,8362.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$5,603,080$79,539 ▲1.4%41,4921.8%ETFMSFTMicrosoft$5,600,039$204,940 ▲3.8%11,2581.8%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$5,067,148$242,140 ▼-4.6%202,4431.7%ETFSPYSPDR S&P 500 ETF Trust$4,324,334$800,734 ▲22.7%6,9991.4%FinanceFIDELITY WISE ORIGIN BITCOIN$3,904,251$1,320,278 ▲51.1%41,5391.3%SHSSPTISPDR Portfolio Intermediate Term Treasury ETF$3,030,776$87,346 ▼-2.8%105,3451.0%ETFVOOVanguard S&P 500 ETF$1,630,246$11,929 ▲0.7%2,8700.5%ETFQCOMQUALCOMM$1,619,6740.0%10,1700.5%Computer and TechnologyTSLATesla$1,607,360$27,319 ▼-1.7%5,0600.5%Auto/Tires/TrucksVSGXVanguard ESG International Stock ETF$1,327,096$174,951 ▼-11.6%20,2610.4%ETFGOOGAlphabet$1,201,132$113,532 ▲10.4%6,7710.4%Computer and TechnologyVUGVanguard Growth ETF$1,200,7780.0%2,7390.4%ETFAMZNAmazon.com$1,077,424$135,144 ▲14.3%4,9110.4%Retail/WholesaleVTVVanguard Value ETF$954,043$384,763 ▲67.6%5,3980.3%ETFVBVanguard Small-Cap ETF$910,951$36,495 ▲4.2%3,8440.3%ETFLCLendingClub$879,7900.0%73,1330.3%Financial ServicesIBMInternational Business Machines$828,921$23,582 ▲2.9%2,8120.3%Computer and TechnologyIWMiShares Russell 2000 ETF$814,6070.0%3,7750.3%FinanceVOVanguard Mid-Cap ETF$715,5250.0%2,5570.2%ETFVBRVanguard Small-Cap Value ETF$707,301$195 ▲0.0%3,6270.2%ETFHDHome Depot$648,953$26,765 ▲4.3%1,7700.2%Retail/WholesaleQQQInvesco QQQ$646,522$46,338 ▲7.7%1,1720.2%FinanceIUSGiShares Core S&P U.S. Growth ETF$621,603$621,603 ▲New Holding4,1330.2%ManufacturingSUBiShares Short-Term National Muni Bond ETF$606,0320.0%5,6990.2%ETFVYMVanguard High Dividend Yield ETF$599,3620.0%4,4960.2%ETFVIGVanguard Dividend Appreciation ETF$572,8710.0%2,7990.2%ETFGOOGLAlphabet$572,747$26,434 ▲4.8%3,2500.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$555,977$555,977 ▲New Holding8,2710.2%ETFVNQVanguard Real Estate ETF$549,0550.0%6,1650.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$548,614$123,748 ▲29.1%6,1490.2%ManufacturingTEAMAtlassian$535,3450.0%2,6360.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$500,129$246,899 ▲97.5%1,9750.2%ETFESGUiShares ESG Aware MSCI USA ETF$479,503$479,503 ▲New Holding3,5440.2%ManufacturingABBVAbbVie$462,565$13,921 ▲3.1%2,4920.2%MedicalMETAMeta Platforms$453,925$98,904 ▲27.9%6150.1%Computer and TechnologyINTUIntuit$451,312$20,478 ▲4.8%5730.1%Computer and TechnologyCOSTCostco Wholesale$406,198$21,796 ▲5.7%4100.1%Retail/WholesaleADIAnalog Devices$405,348$2,380 ▲0.6%1,7030.1%Computer and TechnologyAXPAmerican Express$400,320$3,190 ▲0.8%1,2550.1%FinanceIWYiShares Russell Top 200 Growth ETF$375,928$375,928 ▲New Holding1,5250.1%ETFVWOVanguard FTSE Emerging Markets ETF$362,706$45,307 ▲14.3%7,3330.1%ETFBNDXVanguard Total International Bond ETF$358,254$69,264 ▼-16.2%7,2360.1%ETFVXUSVanguard Total International Stock ETF$353,6030.0%5,1180.1%ETFCRMSalesforce$329,410$4,090 ▼-1.2%1,2080.1%Computer and TechnologyCSCOCisco Systems$301,387$26,226 ▲9.5%4,3440.1%Computer and TechnologyAMATApplied Materials$292,9120.0%1,6000.1%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$291,7370.0%5150.1%ETFBRK.BBerkshire Hathaway$286,604$32,061 ▲12.6%5900.1%FinanceDEDeere & Company$282,2120.0%5550.1%IndustrialsIXUSiShares Core MSCI Total International Stock ETF$269,4250.0%3,4850.1%ManufacturingMUBiShares National Muni Bond ETF$268,932$268,932 ▲New Holding2,5740.1%ETFCNXCConcentrix$242,287$242,287 ▲New Holding4,5840.1%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$227,357$227,357 ▲New Holding1,2510.1%ETFSCHDSchwab US Dividend Equity ETF$225,939$225,939 ▲New Holding8,5260.1%ETFVYMIVanguard International High Dividend Yield ETF$202,278$202,278 ▲New Holding2,5250.1%ETFCHPTChargePoint$35,1650.0%50,0000.0%Auto/Tires/TrucksSPLGSPDR Portfolio S&P 500 ETF$0$322,356 ▼-100.0%00.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$217,246 ▼-100.0%00.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$0$205,770 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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