LIBRA WEALTH LLC Portfolio Holdings
Q3 2025•68 long positions•$333.0M portfolio value
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Holding69 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $65.9M 19.78% | +$1.6M Bought | — 200.7K shares | 195.7K → 200.7K +$1.6M | +2.56% | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $58.8M 17.66% | +$3.6M Bought | — 979.6K shares | 919.1K → 979.6K +$3.6M | +6.58% | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $23.8M 7.15% | +$1.7M Bought | — 397.5K shares | 369.0K → 397.5K +$1.7M | +7.73% | — — | Q4 2021 Held for 4 years | |
ETF ETF | $19.4M 5.81% | -$211.6K Sold | — 753.2K shares | 761.4K → 753.2K −$211.6K | -1.08% | — — | Q1 2022 Held for 3y 9m | |
ETF ETF | $18.5M 5.57% | -$517.6K Sold | — 796.3K shares | 818.5K → 796.3K −$517.6K | -2.72% | — — | Q4 2021 Held for 4 years | |
ETF ETF | $17.5M 5.25% | -$680.8K Sold | — 300.3K shares | 312.0K → 300.3K −$680.8K | -3.75% | — — | Q4 2021 Held for 4 years | |
ETF ETF | $13.4M 4.01% | +$2.4M Bought | — 134.3K shares | 110.1K → 134.3K +$2.4M | +21.98% | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $12.7M 3.82% | +$1.4M Bought | — 169.2K shares | 150.8K → 169.2K +$1.4M | +12.17% | — — | Q1 2022 Held for 3y 9m | |
ETF ETF | $11.3M 3.4% | +$1.2M Bought | — 127.3K shares | 113.8K → 127.3K +$1.2M | +11.84% | — — | Q2 2022 Held for 3y 6m | |
Semiconductors Technology | $10.6M 3.18% | -$35.8K Sold | 0.0% 56.8K shares | 57.0K → 56.8K −$35.8K | -0.34% | $4.54T Mega Cap | Q2 2023 Held for 2y 6m | |
ETF ETF | $6.7M 2.01% | -$32.6K Sold | — 56.6K shares | 56.8K → 56.6K −$32.6K | -0.48% | — — | Q2 2022 Held for 3y 6m | |
Entertainment Communication Services | $6.3M 1.9% | -$20.4K Sold | 0.001% 5.3K shares | 5.3K → 5.3K −$20.4K | -0.32% | $509.45B Mega Cap | Q4 2021 Held for 4 years | |
Consumer Electronics Technology | $6.1M 1.83% | -$3.9M Sold | 0.0% 23.9K shares | 39.1K → 23.9K −$3.9M | -38.86% | $3.78T Mega Cap | Q4 2021 Held for 4 years | |
ETF ETF | $6.1M 1.82% | +$14.0K Bought | — 41.6K shares | 41.5K → 41.6K +$14.0K | +0.23% | — — | Q4 2021 Held for 4 years | |
Software - Infrastructure Technology | $5.7M 1.71% | -$127.4K Sold | 0.0% 11.0K shares | 11.3K → 11.0K −$127.4K | -2.19% | $3.85T Mega Cap | Q1 2022 Held for 3y 9m | |
ETF ETF | $5.1M 1.53% | -$5.0K Sold | — 202.2K shares | 202.4K → 202.2K −$5.0K | -0.1% | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $5.0M 1.51% | +$888.7K Bought | — 50.4K shares | 41.5K → 50.4K +$888.7K | +21.44% | — — | Q1 2024 Held for 1y 9m | |
ETF ETF | $4.4M 1.34% | -$213.8K Sold | — 6.7K shares | 7.0K → 6.7K −$213.8K | -4.59% | — — | Q4 2021 Held for 4 years | |
ETF ETF | $3.0M 0.905% | -$31.1K Sold | — 104.3K shares | 105.3K → 104.3K −$31.1K | -1.02% | — — | Q2 2022 Held for 3y 6m | |
Auto - Manufacturers Consumer Cyclical | $2.3M 0.676% | — | 0.0% 5.1K shares | — | — | $1.48T Mega Cap | Q4 2021 Held for 4 years | |
ETF ETF | $1.8M 0.528% | — | — 2.9K shares | — | — | — — | Q1 2022 Held for 3y 9m | |
Semiconductors Technology | $1.7M 0.508% | — | 0.001% 10.2K shares | — | — | $179.50B Large Cap | Q1 2025 Held for 9 months | |
Internet Content & Information Communication Services | $1.6M 0.495% | — | 0.0% 6.8K shares | — | — | $2.95T Mega Cap | Q1 2023 Held for 2y 9m | |
ETF ETF | $1.4M 0.413% | -$31.5K Sold | — 19.8K shares | 20.3K → 19.8K −$31.5K | -2.24% | — — | Q4 2021 Held for 4 years | |
ETF ETF | $1.3M 0.394% | — | — 2.7K shares | — | — | — — | Q2 2022 Held for 3y 6m | |
Financial - Credit Services Financial Services | $1.1M 0.334% | — | 0.064% 73.1K shares | — | — | $1.7B Small Cap | Q4 2022 Held for 3 years | |
Specialty Retail Consumer Cyclical | $1.0M 0.304% | -$67.4K Sold | 0.0% 4.6K shares | 4.9K → 4.6K −$67.4K | -6.25% | $2.34T Mega Cap | Q4 2021 Held for 4 years | |
ETF ETF | $1.0M 0.302% | — | — 5.4K shares | — | — | — — | Q4 2021 Held for 4 years | |
ETF ETF | $989.9K 0.297% | +$12.5K Bought | — 3.9K shares | 3.8K → 3.9K +$12.5K | +1.27% | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $913.4K 0.274% | — | — 3.8K shares | — | — | — — | Q2 2022 Held for 3y 6m | |
Information Technology Services Technology | $793.4K 0.238% | — | 0.0% 2.8K shares | — | — | $262.84B Mega Cap | Q4 2021 Held for 4 years | |
ETF ETF | $786.5K 0.236% | +$82.9K Bought | — 1.3K shares | 1.2K → 1.3K +$82.9K | +11.77% | — — | Q4 2021 Held for 4 years | |
ETF ETF | $757.0K 0.227% | — | — 3.6K shares | — | — | — — | Q3 2022 Held for 3y 3m | |
Internet Content & Information Communication Services | $753.6K 0.226% | -$36.5K Sold | 0.0% 3.1K shares | 3.3K → 3.1K −$36.5K | -4.62% | $2.95T Mega Cap | Q2 2022 Held for 3y 6m | |
ETF ETF | $751.1K 0.226% | — | — 2.6K shares | — | — | — — | Q2 2022 Held for 3y 6m | |
Home Improvement Consumer Cyclical | $705.0K 0.212% | -$12.2K Sold | 0.0% 1.7K shares | 1.8K → 1.7K −$12.2K | -1.69% | $403.32B Mega Cap | Q1 2022 Held for 3y 9m | |
ETF ETF | $680.0K 0.204% | — | — 4.1K shares | — | — | — — | Q2 2025 Held for 6 months | |
ETF ETF | $633.7K 0.19% | — | — 4.5K shares | — | — | — — | Q3 2022 Held for 3y 3m | |
ETF ETF | $608.5K 0.183% | — | — 5.7K shares | — | — | — — | Q2 2022 Held for 3y 6m | |
Unknown Unknown | $604.0K 0.181% | — | — 2.8K shares | — | — | — — | Q4 2022 Held for 3 years | |
ETF ETF | $590.3K 0.177% | — | — 8.3K shares | — | — | — — | Q2 2025 Held for 6 months | |
Drug Manufacturers - General Healthcare | $577.0K 0.173% | — | 0.0% 2.5K shares | — | — | $409.03B Mega Cap | Q4 2021 Held for 4 years | |
ETF ETF | $571.7K 0.172% | — | — 6.1K shares | — | — | — — | Q4 2022 Held for 3 years | |
ETF ETF | $563.6K 0.169% | — | — 6.2K shares | — | — | — — | Q2 2022 Held for 3y 6m | |
ETF ETF | $556.7K 0.167% | — | — 2.0K shares | — | — | — — | Q2 2023 Held for 2y 6m | |
ETF ETF | $516.0K 0.155% | — | — 3.5K shares | — | — | — — | Q2 2025 Held for 6 months | |
Internet Content & Information Communication Services | $448.7K 0.135% | -$2.9K Sold | 0.0% 611.0 shares | 615.0 → 611.0 −$2.9K | -0.65% | $1.84T Mega Cap | Q1 2025 Held for 9 months | |
ETF ETF | $417.3K 0.125% | — | — 1.5K shares | — | — | — — | Q2 2025 Held for 6 months | |
Financial - Credit Services Financial Services | $416.9K 0.125% | — | 0.0% 1.3K shares | — | — | $231.14B Mega Cap | Q1 2023 Held for 2y 9m | |
Semiconductors Technology | $416.0K 0.125% | -$2.5K Sold | 0.0% 1.7K shares | 1.7K → 1.7K −$2.5K | -0.59% | $120.87B Large Cap | Q1 2025 Held for 9 months |
