LIBRA WEALTH LLC logo

LIBRA WEALTH LLC

RIA/Wealth

LIBRA WEALTH LLC is a RIA/Wealth based in Los Gatos, CA led by Mark Francis Astrinos, reporting $473.7M in AUM as of Q3 2025 with 87% ETF concentration, 76% concentrated in top 10 holdings, and 20% allocation to VTI.

CEOMark Francis Astrinos
Portfolio Value
$333.0M
Positions
68
Top Holding
VTI at 19.78%
Last Reported
Q3 2025
Address16185 Los Gatos Blvd, Suite 205, Los Gatos, CA, 95032, United States

Top Holdings

Largest long holdings in LIBRA WEALTH LLC's portfolio (75.6% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$65.9M
19.78%
+$1.6M
Bought
200.7K shares
ETF
ETF
$58.8M
17.66%
+$3.6M
Bought
979.6K shares
ETF
ETF
$23.8M
7.15%
+$1.7M
Bought
397.5K shares
ETF
ETF
$19.4M
5.81%
-$211.6K
Sold
753.2K shares
ETF
ETF
$18.5M
5.57%
-$517.6K
Sold
796.3K shares
ETF
ETF
$17.5M
5.25%
-$680.8K
Sold
300.3K shares
ETF
ETF
$13.4M
4.01%
+$2.4M
Bought
134.3K shares
ETF
ETF
$12.7M
3.82%
+$1.4M
Bought
169.2K shares
ETF
ETF
$11.3M
3.40%
+$1.2M
Bought
127.3K shares
10
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$10.6M
3.18%
-$35.8K
Sold
0.00%
56.8K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LIBRA WEALTH LLC's latest filing

See all changes
Market Value
$333.0M
Prior: $305.8M
Q/Q Change
+8.9%
+$27.2M
Net Flows % of MV
+2.09%
Turnover Ratio
2.87%
New Purchases
0 stocks
-
Added To
12 stocks
+$13.0M
Sold Out Of
1 stocks
$35.2K
Reduced Holdings
23 stocks
-$6.0M

Increased Positions

PositionShares Δ
+21.98%
+21.44%
+20.17%
+12.17%
+11.84%

Decreased Positions

PositionShares Δ
Sold
2
Apple logo
Apple
AAPL
-38.86%
-15.37%
-9.13%
5
Amazon logo
Amazon
AMZN
-6.25%

Analytics

Portfolio insights and performance metrics for LIBRA WEALTH LLC

View analytics

Sector Allocation

ETF: 86.80%ETFTechnology: 8.20%Communication Services: 2.80%Consumer Cyclical: 1.20%Financial Services: 0.60%Healthcare: 0.20%Consumer Defensive: 0.10%Industrials: 0.10%
ETF
86.80%
Technology
8.20%
Communication Services
2.80%
Consumer Cyclical
1.20%
Financial Services
0.60%
Healthcare
0.20%
Consumer Defensive
0.10%
Industrials
0.10%

Market Cap Distribution

Mega Cap (> $200B): 11.58%Mega Cap (> $200B)Large Cap ($10B - $200B): 1.04%Mid Cap ($2B - $10B): 0.06%Small Cap ($300M - $2B): 0.33%N/A (ETF or Unknown): 86.98%N/A (ETF or Unknown)
Mega Cap (> $200B)
11.58%
Large Cap ($10B - $200B)
1.04%
Mid Cap ($2B - $10B)
0.06%
Small Cap ($300M - $2B)
0.33%
N/A (ETF or Unknown)
86.98%

Portfolio Concentration

Top 10 Holdings %
75.63%
Top 20 Holdings %
90.86%
Top 50 Holdings %
98.35%
Top 100 Holdings %
100.0%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.