Litman Gregory Wealth Management LLC Options Holdings

Litman Gregory Wealth Management LLC

  • $1.33 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Spdr S&P 500 ETF Tr
CALL
$0
2.8K
Q3 2025
New holding

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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