CIK 1551867
Litman Gregory Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
356
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 221K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 226K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 1.6M | $1M+ | SH |
| IDEV | ISHARES TR | 1.2M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 250K | $1M+ | SH |
| IEMG | ISHARES INC | 670K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 751K | $1M+ | SH |
| IJH | ISHARES TR | 604K | $1M+ | SH |
| DGRO | ISHARES TR | 503K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 108K | $1M+ | SH |
| DBMF | LITMAN GREGORY FDS TR | 1.1M | $1M+ | SH |
| AAPL | APPLE INC | 114K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 286K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 66K | $1M+ | SH |
| GOOG | ALPHABET INC | 64K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 40K | $1M+ | SH |
| META | META PLATFORMS INC | 29K | $1M+ | SH |
| ITOT | ISHARES TR | 122K | $1M+ | SH |
| IWM | ISHARES TR | 70K | $1M+ | SH |
| AGG | ISHARES TR | 166K | $1M+ | SH |
| V | VISA INC | 47K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 539K | $1M+ | SH |
| GOOGL | ALPHABET INC | 52K | $1M+ | SH |
| EFA | ISHARES TR | 164K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 51K | $1M+ | SH |
| VOTE | TCW ETF TRUST | 176K | $1M+ | SH |
| IJR | ISHARES TR | 112K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 3K | $1M+ | SH |
| ESGD | ISHARES TR | 126K | $1M+ | SH |
| BBHL | BBH TR | 709K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 190K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 28K | $1M+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 124K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 104K | $1M+ | SH |
| TSCO | TRACTOR SUPPLY CO | 204K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 40K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 176K | $1M+ | SH |
| IWB | ISHARES TR | 19K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 16K | $1M+ | SH |
| CPRT | COPART INC | 170K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 13K | $1M+ | SH |
| ESML | ISHARES TR | 135K | $1M+ | SH |
| IEF | ISHARES TR | 64K | $1M+ | SH |
| XJH | ISHARES TR | 136K | $1M+ | SH |
| CDW | CDW CORP | 39K | $1M+ | SH |
| DSI | ISHARES TR | 40K | $1M+ | SH |
| URI | UNITED RENTALS INC | 6K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 49K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 12K | $1M+ | SH |
| CB | CHUBB LIMITED | 13K | $1M+ | SH |