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.
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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