LIBRA WEALTH LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 22, 2025
Value $: $257M
Signature - Title: Mark Astrinos - Chief Compliance Officer
Location: Los Gatos, CA
Summary: This page shows a list of all the recent 13F filings made by LIBRA WEALTH LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIBRA WEALTH LLC reported 53 stock holdings with total value $257M as of Q4 2024. Top holdings included VTI, VGIT, VEA, DFAT, and SCHB.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	53	$257M	+$29.1M	-$3.46M	+$25.7M	VTI, VGIT, VEA, DFAT, SCHB	13F-HR	1/22/2025, 04:49 PM
Q3 2024	57	$250M	+$7.41M	-$885K	+$6.53M	VTI, VGIT, VEA, DFAT, SCHB	13F-HR	10/23/2024, 08:40 AM
Q2 2024	53	$231M	+$17.2M	-$12.6M	+$4.68M	VTI, VGIT, VEA, DFAT, SCHB	13F-HR	8/13/2024, 04:34 PM
Q1 2024	55	$228M	+$19.5M	-$2.53M	+$17M	VTI, VGIT, VEA, DFAT, SCHF	13F-HR	4/30/2024, 10:01 AM
Q4 2023	52	$201M	+$5.45M	-$2.46M	+$2.99M	VTI, VGIT, DFAT, VEA, SCHF	13F-HR	1/29/2024, 09:09 AM
Q3 2023	50	$181M	+$11.5M	-$7.19M	+$4.28M	VGIT, VTI, DFAT, VEA, SCHF	13F-HR	10/30/2023, 10:10 AM
Q2 2023	52	$183M	+$10.6M	-$4.85M	+$5.72M	VTI, VGIT, DFAT, VEA, SCHF	13F-HR	8/10/2023, 05:29 PM
Q1 2023	49	$172M	+$1.52M	-$4.62M	-$3.1M	VTI, VGIT, DFAT, SCHR, VEA	13F-HR	5/2/2023, 10:49 AM
Q4 2022	47	$163M	+$7.24M	-$8.58M	-$1.34M	VTI, VGIT, DFAT, SCHR, SCHF	13F-HR	1/31/2023, 09:24 AM
Q3 2022	45	$155M	+$30.9M	-$7.13M	+$23.8M	VTI, VGIT, SCHR, DFAT, SCHF	13F-HR	10/26/2022, 05:17 PM
Q2 2022	41	$140M	+$96.1M	-$79.4M	+$16.7M	VTI, VGIT, SCHR, VEA, DFAT	13F-HR	7/22/2022, 09:25 AM
Q1 2022	34	$133M	+$46.9M	-$5.32M	+$41.6M	BNDW, SCHB, DFAT, VEA, AVEM	13F-HR	4/29/2022, 03:38 PM
Q4 2021	28	$90.6M	$0	$0		BNDW, VEA, DFAT, NFLX, AAPL	13F-HR	4/28/2022, 10:25 AM

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