Litman Gregory Wealth Management LLC Reduced Holdings in Q2 2025

Litman Gregory Wealth Management LLC

  • $1.27 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-203K
- 23.35%
$51.16 - $62.02 $10.4M - $12.6M
668K $41.4M
UNH
Unitedhealth Group Inc

Healthcare
-3.9K
- 14.16%
$274.35 - $599.47 $1.07M - $2.34M
23.7K $7.38M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-126K
- 14.42%
$29.82 - $30.19 $3.76M - $3.81M
748K $22.6M
V
Visa Inc.

Financial Services
-10.9K
- 18.66%
$308.27 - $373.31 $3.37M - $4.08M
47.7K $16.9M
AAPL
Apple Inc.

Technology
-1.54K
- 1.22%
$172.42 - $223.89 $265K - $344K
125K $25.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-22.4K
- 15.06%
$108.12 - $135.04 $2.42M - $3.02M
126K $17M
TPL
Texas Pacific Land Corp

Energy
-550
- 50.93%
$1036.28 - $1430.55 $570K - $787K
530 $559K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13.4K
- 9.32%
$90.56 - $109.49 $1.21M - $1.46M
130K $14.2M
MSI
Motorola Solutions, Inc.

Technology
-609
- 2.14%
$394.72 - $440.39 $240K - $268K
27.8K $11.7M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.75K
- 1.15%
$47.86 - $55.77 $132K - $153K
237K $12.5M
EW
Edwards Lifesciences Corp

Healthcare
-16.8K
- 10.42%
$67.07 - $78.22 $1.13M - $1.32M
145K $11.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-14.1K
- 39.4%
$20.42 - $25.3 $287K - $356K
21.6K $547K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.69K
- 37.92%
$48.13 - $49.85 $129K - $134K
4.4K $215K
NVDA
Nvidia Corp

Technology
-1.93K
- 42.92%
$94.31 - $157.99 $182K - $304K
2.56K $404K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.61K
- 12.4%
$56.84 - $65.5 $91.6K - $106K
11.4K $745K
PEP
Pepsico Inc

Consumer Defensive
-250
- 12.2%
$128.02 - $151.37 $32K - $37.8K
1.8K $237K
HDV
Ishares Core High Dividend ETF

ETFs
-178
- 1.72%
$108.41 - $120.51 $19.3K - $21.5K
10.2K $1.19M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-1.04K
- 10.03%
$38.92 - $46.4 $40.5K - $48.3K
9.33K $411K
VB
Vanguard Small Cap ETF

ETFs
-300
- 13.31%
$193.73 - $237.37 $58.1K - $71.2K
1.95K $463K
OEF
Ishares S&P 100 ETF

ETFs
-134
- 2.69%
N/A
4.84K $1.29M
TD
Toronto Dominion Bank

Financial Services
-1.3K
- 28.11%
$55.71 - $73.45 $72.4K - $95.5K
3.33K $244K
F
Ford Motor CO

Consumer Cyclical
-2.75K
- 21.36%
$8.69 - $10.85 $23.9K - $29.8K
10.1K $109K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-244
- 1.6%
$96.84 - $99.46 $23.6K - $24.3K
15K $1.49M
CGDV
Capital Group Divid Value ETF

ETFs
-3.39K
- 9.56%
$31.93 - $39.49 $108K - $134K
32.1K $1.27M
IEFA
Ishares Tr

ETFs
-3.01K
- 9.13%
$67.83 - $84.09 $204K - $253K
30K $2.5M
IBM
International Business Machines Corp

Technology
-45
- 3.55%
$221.03 - $294.78 $9.95K - $13.3K
1.22K $360K
AMD
Advanced Micro Devices Inc

Technology
-250
- 10.52%
$78.21 - $143.81 $19.6K - $36K
2.13K $301K
AMZN
Amazon Com Inc

Consumer Cyclical
-290
- 6.32%
$167.32 - $223.3 $48.5K - $64.8K
4.3K $942K
VTV
Vanguard Value ETF

ETFs
-11
- 0.06%
$153.67 - $176.74 $1.69K - $1.94K
19.4K $3.43M
VEU
Vanguard Ftse All World Ex Us

ETFs
-665
- 2.34%
$54.19 - $67.22 $36K - $44.7K
27.8K $1.87M
SPGI
S&P Global Inc.

Financial Services
-101
- 0.78%
$438.31 - $527.29 $44.3K - $53.3K
12.8K $6.77M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-13.3K
- 1.13%
$24.61 - $25.89 $328K - $345K
1.17M $30M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-5.41K
- 3.29%
$33.46 - $41.33 $181K - $223K
159K $6.57M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-2.18K
- 2.48%
$30.87 - $39.17 $67.4K - $85.5K
85.8K $3.36M
VTWO
Vanguard Russell 2000 ETF

ETFs
-3.81K
- 3.47%
$70.56 - $87.22 $268K - $332K
106K $9.23M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.78K
- 2.86%
$73.02 - $90.22 $203K - $251K
94.6K $8.44M
GOOGL
Alphabet Inc.

Communication Services
-4.03K
- 6.82%
$144.7 - $178.6 $583K - $720K
55.1K $9.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-281
- 1.13%
$272.36 - $339.57 $76.5K - $95.4K
24.5K $8.34M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.86K
- 3.16%
$72.96 - $90.39 $428K - $530K
180K $16.1M
VOTE
Engine No 1 ETF Tr

ETFs
-7.43K
- 3.77%
$58.2 - $72.74 $432K - $540K
190K $13.8M
GOOG
Alphabet Inc.

Communication Services
-1.48K
- 2.08%
$146.58 - $180.01 $216K - $266K
69.4K $12.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-68
- 2.7%
$4164.15 - $5789.24 $283K - $394K
2.46K $14.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-13.6K
- 1.67%
$39.89 - $49.46 $543K - $673K
803K $39.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.7K
- 3.05%
$141.37 - $228.57 $240K - $388K
54K $12.2M
META
Meta Platforms, Inc.

Communication Services
-1.13K
- 4.13%
$484.66 - $738.09 $545K - $830K
26.1K $19.3M
MSFT
Microsoft Corp

Technology
-402
- 0.98%
$354.56 - $497.45 $143K - $200K
40.7K $20.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13.4K
- 5.14%
$456.74 - $568.03 $6.13M - $7.62M
248K $141M
VEA
Vanguard Ftse Developed Market

ETFs
-20.4K
- 1.21%
$45.65 - $57.01 $933K - $1.17M
1.67M $95M
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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