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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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