Litman Gregory Wealth Management LLC Portfolio Holdings
Litman Gregory Wealth Management LLC
- $1.16 Billion
- Q1 2025
Litman Gregory Wealth Management LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $134M, Ishares Core S&P 500 ETF with a value of $126M, Vanguard Ftse Developed Market with a value of $85.8M, Ishares Core Msci Intl Develop with a value of $79.3M, and Vanguard Total Stock Market Et with a value of $58.7M.
Examining the 13F form we can see an increase of $10.8M in the current position value, from $1.15B to 1.16B.
Below you can find more details about Litman Gregory Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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