LIBRA WEALTH LLC
•CIK: 1925385•Filing: Q4 2025
**LIBRA WEALTH LLC** manages $357M across a diversified portfolio of 67 positions. The strategy shows significant allocation to core US equity and fixed income, notably VTI ($70.8M) and VGIT ($63.2M). Further diversification is evident with substantial holdings in international equities (VEA at $26.6M) and factor-tilted strategies like SCHB ($19.3M) and SCHF ($19.0M). Top names include VTI, VGIT, and VEA, anchoring the current deployment.
Total AUM
$357.4M
QoQ Performance
+7.3%
Positions
45
Top 10 Concentration
76.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VGIT
VEA
SCHB
SCHF
VTI19.8%
VGIT17.7%
VEA7.4%
SCHB5.4%
SCHF5.3%
DFAT5.0%
AVUV4.6%
AVEM4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.9%
Technology8.3%
ETF1.8%
Communication1.4%
Consumer1.2%
Financial0.2%
Healthcare0.2%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑17 increased
↓16 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023