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 51–100 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| AMZN | AMAZON COM INC | 16K | $1M+ | SH |
| ESGE | ISHARES INC | 75K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| IEFA | ISHARES TR | 29K | $1M+ | SH |
| IWR | ISHARES TR | 26K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 13K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| ZTS | ZOETIS INC | 18K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 14K | $1M+ | SH |
| IUSG | ISHARES TR | 12K | $1M+ | SH |
| SUSA | ISHARES TR | 15K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 28K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | PRN (Call) |
| IWD | ISHARES TR | 8K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 62K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 35K | $1M+ | SH |
| OEF | ISHARES TR | 4K | $1M+ | SH |
| URTH | ISHARES INC | 8K | $1M+ | SH |
| NUBD | NUSHARES ETF TR | 64K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| EEM | ISHARES TR | 25K | $1M+ | SH |
| IUSV | ISHARES TR | 13K | $1M+ | SH |
| IYG | ISHARES TR | 14K | $1M+ | SH |
| HDV | ISHARES TR | 10K | $1M+ | SH |
| USHY | ISHARES TR | 33K | $1M+ | SH |
| USB | US BANCORP DEL | 23K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| PFE | PFIZER INC | 44K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 8K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| FNDE | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 5K | $500K+ | SH |
| JAVA | J P MORGAN EXCHANGE TRADED F | 10K | $500K+ | SH |
| IYW | ISHARES TR | 3K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 9K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| FNDB | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| IVW | ISHARES TR | 5K | $500K+ | SH |
| IEUR | ISHARES TR | 8K | $500K+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| PYLD | PIMCO ETF TR | 19K | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 852 | $500K+ | SH |
| T | AT&T INC | 20K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 5K | $100K–$500K | SH |
| KFY | KORN FERRY | 7K | $100K–$500K | SH |