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 101–150 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DWM | WISDOMTREE TR | 7K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 10K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 11K | $100K–$500K | SH |
| DBEU | DBX ETF TR | 9K | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 23K | $100K–$500K | SH |
| GNR | SPDR INDEX SHS FDS | 7K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 8K | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| SH | PROSHARES TR | 10K | $100K–$500K | SH |
| FSLR | FIRST SOLAR INC | 1K | $100K–$500K | SH |
| IWF | ISHARES TR | 706 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| EAGG | ISHARES TR | 7K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| SCHO | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 976 | $100K–$500K | SH |
| ALLW | SSGA ACTIVE TR | 11K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 3K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 975 | $100K–$500K | SH |
| SHY | ISHARES TR | 3K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| EMXC | ISHARES INC | 4K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 250 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 5K | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR | 5K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| GKAT | ADVISORS SER TR | 5K | $100K–$500K | SH |
| FLXR | TCW ETF TRUST | 5K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 971 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 416 | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| NTAP | NETAPP INC | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 525 | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |