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 ETFs Only

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%
$0
$20.3 Million 1.52% of portfolio
67,002
Q3 2025 Reduced 0.97%
$0
$18.3 Million 1.37% of portfolio
125,676
Q3 2025 Reduced 0.45%
$0
$18.2 Million 1.36% of portfolio
244,570
Q3 2025 Added 3.35%
$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
$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%
$0
$12 Million 0.9% of portfolio
128,698
Q3 2025 Added 36.1%
$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%
$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%
$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%
$0
$5.24 Million 0.39% of portfolio
41,568
Q3 2025 Reduced 1.54%
$0
$3.55 Million 0.27% of portfolio
19,059
Q3 2025 Reduced 1.81%
$0
$3.4 Million 0.26% of portfolio
78,331
Q3 2025 Reduced 8.74%
$0
$2.62 Million 0.2% of portfolio
29,968
Q3 2025 Reduced 0.12%
$0
$2.48 Million 0.19% of portfolio
25,653
Q2 2025 Added 0.69%
$0
$2.56 Million 0.19% of portfolio
4,256
Q3 2025 Reduced 5.86%
$0
$2.28 Million 0.17% of portfolio
12,020
Q3 2025 Reduced 0.55%
$0
$2.09 Million 0.16% of portfolio
77,590
Q3 2025 Reduced 6.52%
$0
$1.98 Million 0.15% of portfolio
27,784
Q2 2025 Reduced 2.34%
$0
$2 Million 0.15% of portfolio
14,731
Q3 2025 Reduced 0.14%
$0
$2.03 Million 0.15% of portfolio
12,352
Q1 2025 Reduced 6.42%
$0
$1.7 Million 0.13% of portfolio
9,348
Q2 2025 Added 9.1%
$0
$1.47 Million 0.11% of portfolio
16,120
Q3 2025 Added 0.97%
$0
$1.46 Million 0.11% of portfolio
34,799
Q3 2025 Added 8.38%
$0
$1.48 Million 0.11% of portfolio
7,267
Q1 2025 Reduced 0.99%
$0
$1.46 Million 0.11% of portfolio
14,604
Q3 2025 Reduced 2.6%
$0
$1.29 Million 0.1% of portfolio
4,843
Q2 2025 Reduced 2.69%
$0
$1.29 Million 0.1% of portfolio
14,385
Q1 2024 Added 200.0%
$0
$1.31 Million 0.1% of portfolio
13,153
Q3 2025 Reduced 1.09%
$0
$1.35 Million 0.1% of portfolio
25,328
Q1 2025 Reduced 13.11%
$0
$1.25 Million 0.09% of portfolio
33,199
Q3 2025 Added 3.13%

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
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