Litman Gregory Wealth Management LLC Portfolio Holdings

Litman Gregory Wealth Management LLC

  • $1.33 Billion
  • Q3 2025

Litman Gregory Wealth Management LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.33 Billion distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $152M, Vanguard Index Fds S&P 500 ETF with a value of $152M, Vanguard Ftse Developed Market with a value of $98.1M, Ishares Core Msci Intl Develop with a value of $97.3M, and Vanguard Total Stock Market Et with a value of $83.4M.

Examining the 13F form we can see an increase of $67.6M in the current position value, from $1.27B to 1.33B.

Below you can find more details about Litman Gregory Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.33 Billion
ETFs: $1.08 Billion
Technology: $85.2 Million
Communication Services: $48.9 Million
Financial Services: $39.7 Million
Consumer Cyclical: $38.7 Million
Healthcare: $22.7 Million
Industrials: $14.8 Million
Consumer Defensive: $1.43 Million
Other: $1.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$152 Million 11.4% of portfolio
227,080
Q3 2025 Reduced 0.63%
$0
$152 Million 11.38% of portfolio
247,673
Q3 2025 Reduced 0.03%
$0
$98.1 Million 7.36% of portfolio
1,637,931
Q3 2025 Reduced 1.73%
$0
$97.3 Million 7.3% of portfolio
1,214,088
Q3 2025 Added 2.22%
$0
$83.4 Million 6.26% of portfolio
254,187
Q3 2025 Reduced 2.58%
$0
$42.3 Million 3.17% of portfolio
780,324
Q3 2025 Reduced 2.83%
$0
$41 Million 3.08% of portfolio
628,900
Q3 2025 Reduced 5.79%
$0
$37.3 Million 2.8% of portfolio
696,053
Q3 2025 Reduced 0.55%
$0
$33.8 Million 2.54% of portfolio
496,745
Q3 2025 Added 8.87%
$0
$32 Million 2.4% of portfolio
108,967
Q3 2025 Added 4.18%
$0
$31.6 Million 2.37% of portfolio
1,155,798
Q3 2025 Reduced 0.95%
$4.32T
$29.7 Million 2.23% of portfolio
116,573
Q3 2025 Reduced 6.53%
$3.85T
$20.6 Million 1.55% of portfolio
39,850
Q3 2025 Reduced 2.01%
$0
$20.3 Million 1.52% of portfolio
67,002
Q3 2025 Reduced 0.97%
$1.46T
$18.7 Million 1.4% of portfolio
25,416
Q3 2025 Reduced 2.79%
$0
$18.3 Million 1.37% of portfolio
125,676
Q3 2025 Reduced 0.45%
$0
$18.1 Million 1.36% of portfolio
74,932
Q3 2025 Reduced 1.4%
$0
$18.1 Million 1.36% of portfolio
596,546
Q3 2025 Reduced 20.27%
$0
$17.2 Million 1.29% of portfolio
184,532
Q3 2025 Added 2.7%
$551B
$16.2 Million 1.21% of portfolio
47,326
Q3 2025 Reduced 0.8%
$1.73T
$16 Million 1.2% of portfolio
65,837
Q3 2025 Reduced 5.09%
$1.58T
$14.5 Million 1.09% of portfolio
51,919
Q3 2025 Reduced 3.82%
$0
$14.2 Million 1.07% of portfolio
181,390
Q3 2025 Reduced 4.35%
$0
$13.6 Million 1.02% of portfolio
114,408
Q3 2025 Reduced 12.0%
$1.68T
$13.2 Million 0.99% of portfolio
54,111
Q3 2025 Reduced 1.73%
$79B
$13.1 Million 0.99% of portfolio
195,910
Q3 2025 Added 3.61%
$200B
$13.1 Million 0.98% of portfolio
2,420
Q3 2025 Reduced 1.43%
$65.3B
$12.5 Million 0.93% of portfolio
27,230
Q3 2025 Reduced 2.09%
$0
$12 Million 0.9% of portfolio
128,698
Q3 2025 Added 36.1%
$5.83B
$11.6 Million 0.87% of portfolio
203,822
Q3 2025 Reduced 13.91%
$51.4B
$10.4 Million 0.78% of portfolio
133,127
Q3 2025 Reduced 8.06%
$0
$10.4 Million 0.78% of portfolio
106,695
Q3 2025 Added 0.82%
$0
$8.49 Million 0.64% of portfolio
23,241
Q3 2025 Reduced 5.32%
$0
$7.83 Million 0.59% of portfolio
192,965
Q3 2025 Added 10.52%
$10.2B
$7.59 Million 0.57% of portfolio
168,820
Q3 2025 Added 0.59%
$0
$7.22 Million 0.54% of portfolio
39,665
Q3 2025 Reduced 0.11%
$0
$6.67 Million 0.5% of portfolio
10,015
Q3 2025 Reduced 2.02%
$0
$6.53 Million 0.49% of portfolio
16,230
Q2 2024 Reduced 5.8%
$0
$6.4 Million 0.48% of portfolio
142,035
Q3 2025 Reduced 10.61%
$20.9B
$6.45 Million 0.48% of portfolio
40,523
Q3 2025 Reduced 3.65%
$162B
$6.2 Million 0.47% of portfolio
12,743
Q3 2025 Reduced 0.8%
$0
$6.29 Million 0.47% of portfolio
65,245
Q3 2025 Reduced 4.15%
$0
$5.89 Million 0.44% of portfolio
134,287
Q3 2025 Reduced 1.91%
$59.4B
$5.75 Million 0.43% of portfolio
6,028
Q3 2025 Reduced 0.86%
$312B
$5.64 Million 0.42% of portfolio
16,343
Q3 2025 Reduced 30.93%
$5.76B
$5.27 Million 0.4% of portfolio
48,892
Q3 2025 Reduced 2.42%
$0
$5.24 Million 0.39% of portfolio
41,568
Q3 2025 Reduced 1.54%
$67.6B
$4.42 Million 0.33% of portfolio
30,207
Q3 2025 Added 289.17%
$15.4B
$4.03 Million 0.3% of portfolio
28,605
Q3 2025 Reduced 17.6%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $1.33 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email