Litman Gregory Wealth Management LLC 13F Holdings · last filed Q4 2025
Litman Gregory Wealth Management LLC reported 356 securities worth $1.37B in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: IVV (11.04%), VOO (10.38%), VEA (7.23%). Among its top 25 positions this quarter: 4 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $151.1M | 11.04% | 220,538 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $142.0M | 10.38% | 226,423 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $98.9M | 7.23% | 1.6M | Trimmed |
| 4 | IDEV | ISHARES TR | $98.6M | 7.21% | 1.2M | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $83.7M | 6.12% | 249,749 | Trimmed |
| 6 | IEMG | ISHARES INC | $45.1M | 3.29% | 670,474 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $40.4M | 2.95% | 751,034 | Trimmed |
| 8 | IJH | ISHARES TR | $39.9M | 2.92% | 604,315 | Trimmed |
| 9 | DGRO | ISHARES TR | $34.9M | 2.55% | 503,026 | Added |
| 10 | VO | VANGUARD INDEX FDS | $31.4M | 2.30% | 108,331 | Trimmed |
| 11 | DBMF | LITMAN GREGORY FDS TR | $31.3M | 2.29% | 1.1M | Trimmed |
| 12 | AAPL | APPLE INC | $31.1M | 2.27% | 114,311 | Trimmed |
| 13 | BND | VANGUARD BD INDEX FDS | $21.2M | 1.55% | 285,989 | Added |
| 14 | VONE | VANGUARD SCOTTSDALE FDS | $20.4M | 1.49% | 66,031 | Trimmed |
| 15 | GOOG | ALPHABET INC | $20.0M | 1.46% | 63,792 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $19.3M | 1.41% | 39,818 | Trimmed |
| 17 | META | META PLATFORMS INC | $19.1M | 1.39% | 28,862 | Added |
| 18 | ITOT | ISHARES TR | $18.2M | 1.33% | 122,226 | Trimmed |
| 19 | IWM | ISHARES TR | $17.3M | 1.27% | 70,345 | Trimmed |
| 20 | AGG | ISHARES TR | $16.5M | 1.21% | 165,573 | Added |
| 21 | V | VISA INC | $16.4M | 1.20% | 46,768 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $16.2M | 1.19% | 51,879 | Trimmed |
| 23 | SPSB | SPDR SERIES TRUST | $16.3M | 1.19% | 538,923 | Trimmed |
| 24 | EFA | ISHARES TR | $15.8M | 1.15% | 164,497 | Trimmed |
| 25 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $15.6M | 1.14% | 51,191 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR