Litman Gregory Wealth Management LLC Portfolio Holdings

Litman Gregory Wealth Management LLC

  • $1.27 Billion
  • Q2 2025

Litman Gregory Wealth Management LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.27 Billion distributed in 138 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 $142M, Vanguard Index Fds S&P 500 ETF with a value of $141M, Vanguard Ftse Developed Market with a value of $95M, Ishares Core Msci Intl Develop with a value of $90.3M, and Vanguard Total Stock Market Et with a value of $79.3M.

Examining the 13F form we can see an increase of $100M in the current position value, from $1.16B to 1.27B.

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

Portfolio value $1.27 Billion
ETFs: $1.02 Billion
Technology: $78.6 Million
Financial Services: $42.3 Million
Communication Services: $41.9 Million
Consumer Cyclical: $40.8 Million
Healthcare: $20.2 Million
Industrials: $15.3 Million
Consumer Defensive: $977,000
Other: $765,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$142 Million 11.22% of portfolio
228,522
Q2 2025 Added 1.7%
$0
$141 Million 11.12% of portfolio
247,737
Q2 2025 Reduced 5.14%
$0
$95 Million 7.51% of portfolio
1,666,845
Q2 2025 Reduced 1.21%
$0
$90.3 Million 7.14% of portfolio
1,187,722
Q2 2025 Added 3.21%
$0
$79.3 Million 6.27% of portfolio
260,919
Q2 2025 Added 22.22%
$0
$41.4 Million 3.27% of portfolio
667,558
Q2 2025 Reduced 23.35%
$0
$39.7 Million 3.14% of portfolio
803,084
Q2 2025 Reduced 1.67%
$0
$37.5 Million 2.97% of portfolio
699,933
Q2 2025 Added 10.69%
$0
$30 Million 2.37% of portfolio
1,166,894
Q2 2025 Reduced 1.13%
$0
$29.3 Million 2.31% of portfolio
104,595
Q2 2025 Added 178.87%
$0
$29.2 Million 2.31% of portfolio
456,285
Q2 2025 Added 15.65%
$3.69T
$25.6 Million 2.02% of portfolio
124,721
Q2 2025 Reduced 1.22%
$0
$22.6 Million 1.79% of portfolio
748,209
Q2 2025 Reduced 14.42%
$3.95T
$20.2 Million 1.6% of portfolio
40,669
Q2 2025 Reduced 0.98%
$1.78T
$19.3 Million 1.53% of portfolio
26,145
Q2 2025 Reduced 4.13%
$0
$18.9 Million 1.49% of portfolio
67,658
Q2 2025 Added 6.63%
$0
$17 Million 1.35% of portfolio
126,249
Q2 2025 Reduced 15.06%
$551B
$16.9 Million 1.34% of portfolio
47,708
Q2 2025 Reduced 18.66%
$0
$16.4 Million 1.3% of portfolio
75,993
Q2 2025 Reduced 10.61%
$0
$16.1 Million 1.27% of portfolio
179,683
Q2 2025 Reduced 3.16%
$217B
$14.2 Million 1.12% of portfolio
2,455
Q2 2025 Reduced 2.7%
$0
$14.2 Million 1.12% of portfolio
130,006
Q2 2025 Reduced 9.32%
$78.6B
$14.1 Million 1.11% of portfolio
189,081
Q2 2025 Added 0.34%
$0
$13.8 Million 1.09% of portfolio
189,634
Q2 2025 Reduced 3.77%
$6.58B
$12.5 Million 0.99% of portfolio
236,743
Q2 2025 Reduced 1.15%
$1.24T
$12.3 Million 0.97% of portfolio
69,371
Q2 2025 Reduced 2.08%
$1.27T
$12.2 Million 0.97% of portfolio
53,982
Q2 2025 Reduced 3.05%
$78.6B
$11.7 Million 0.92% of portfolio
27,810
Q2 2025 Reduced 2.14%
$47.6B
$11.3 Million 0.9% of portfolio
144,792
Q2 2025 Reduced 10.42%
$1.21T
$9.7 Million 0.77% of portfolio
55,061
Q2 2025 Reduced 6.82%
$0
$9.23 Million 0.73% of portfolio
105,823
Q2 2025 Reduced 3.47%
$0
$8.44 Million 0.67% of portfolio
94,559
Q2 2025 Reduced 2.86%
$0
$8.34 Million 0.66% of portfolio
24,548
Q2 2025 Reduced 1.13%
$11.2B
$8.24 Million 0.65% of portfolio
167,827
Q2 2025 Added 1.81%
$22.2B
$7.51 Million 0.59% of portfolio
42,058
Q2 2025 Added 0.43%
$245B
$7.38 Million 0.58% of portfolio
23,660
Q2 2025 Reduced 14.16%
$0
$7.23 Million 0.57% of portfolio
39,710
Q2 2025 Added 1.32%
$0
$7 Million 0.55% of portfolio
174,597
Q2 2025 Added 10.29%
$182B
$6.77 Million 0.54% of portfolio
12,846
Q2 2025 Reduced 0.78%
$0
$6.57 Million 0.52% of portfolio
158,890
Q2 2025 Reduced 3.29%
$0
$6.52 Million 0.52% of portfolio
68,070
Q2 2025 Added 0.25%
$0
$6.32 Million 0.5% of portfolio
10,221
Q1 2025 Added 9.29%
$0
$5.94 Million 0.47% of portfolio
16,230
Q2 2024 Reduced 5.8%
$0
$5.68 Million 0.45% of portfolio
136,908
Q2 2025 Added 10.46%
$16.7B
$5.63 Million 0.45% of portfolio
34,713
Q2 2025 Added 11.71%
$0
$4.9 Million 0.39% of portfolio
42,217
Q2 2025 Added 5.44%
$6.4B
$4.52 Million 0.36% of portfolio
50,104
Q2 2025 Added 1,662.36%
$63.6B
$4.58 Million 0.36% of portfolio
6,080
Q2 2025 Added 2.29%
$0
$3.36 Million 0.27% of portfolio
85,829
Q2 2025 Reduced 2.48%

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $1.27 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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