• 13F History

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 -$6.73M +$4.74M VGIT, VTI, DFAT, VEA, SCHF 13F-HR 10/30/2023, 10:10 AM
Q2 2023 52 $183M +$11.3M -$4.44M +$6.87M VTI, VGIT, DFAT, VEA, SCHF 13F-HR 8/10/2023, 05:29 PM
Q1 2023 48 $172M +$1.52M -$2.89M -$1.37M VTI, VGIT, DFAT, SCHR, VEA 13F-HR 5/2/2023, 10:49 AM
Q4 2022 47 $163M +$7.24M -$7.93M -$691K VTI, VGIT, DFAT, SCHR, SCHF 13F-HR 1/31/2023, 08:24 AM
Q3 2022 45 $155M +$30.9M -$5.85M +$25M VTI, VGIT, SCHR, DFAT, SCHF 13F-HR 10/26/2022, 05:17 PM
Q2 2022 41 $140M +$96.1M -$34.1M +$62M VTI, VGIT, SCHR, VEA, DFAT 13F-HR 7/22/2022, 09:25 AM
Q1 2022 29 $133M +$47.2M -$4.71M +$42.5M BNDW, SCHB, DFAT, VEA, AVEM 13F-HR 4/29/2022, 03:38 PM
Q4 2021 21 $90.6M BNDW, VEA, DFAT, NFLX, AAPL 13F-HR 4/28/2022, 10:25 AM