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 151–200 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AEE | AMEREN CORP | 2K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 6K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 5K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 7K | $100K–$500K | SH |
| LOW | LOWES COS INC | 658 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 184 | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 2K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 539 | $100K–$500K | SH |
| ISCB | ISHARES TR | 2K | $100K–$500K | SH |
| DMXF | ISHARES TR | 2K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 2K | $100K–$500K | SH |
| UL | UNILEVER PLC | 2K | $100K–$500K | SH |
| JPEM | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| WTMF | WISDOMTREE TR | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 175 | $100K–$500K | SH |
| AFL | AFLAC INC | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 1K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 725 | $100K–$500K | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 763 | $100K–$500K | SH |
| IYK | ISHARES TR | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 208 | $100K–$500K | SH |
| UNP | UNION PAC CORP | 500 | $100K–$500K | SH |
| POOL | POOL CORP | 500 | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 600 | $100K–$500K | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| BA | BOEING CO | 500 | $100K–$500K | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 515 | $100K–$500K | SH |
| CMDT | PIMCO ETF TR | 4K | $100K–$500K | SH |
| S | SENTINELONE INC | 7K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 690 | $50K–$100K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 321 | $50K–$100K | SH |
| NUSC | NUSHARES ETF TR | 2K | $50K–$100K | SH |
| KKR | KKR & CO INC | 694 | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WKS INC | 357 | $50K–$100K | SH |
| BLK | BLACKROCK INC | 81 | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW | 564 | $50K–$100K | SH |
| MUB | ISHARES TR | 800 | $50K–$100K | SH |
| KHC | KRAFT HEINZ CO | 4K | $50K–$100K | SH |
| CSCO | CISCO SYS INC | 1K | $50K–$100K | SH |
| MET | METLIFE INC | 1K | $50K–$100K | SH |
| EFG | ISHARES TR | 723 | $50K–$100K | SH |
| VFH | VANGUARD WORLD FD | 600 | $50K–$100K | SH |
| TSI | TCW STRATEGIC INCOME FD INC | 16K | $50K–$100K | SH |
| VBK | VANGUARD INDEX FDS | 261 | $50K–$100K | SH |
| AMGN | AMGEN INC | 236 | $50K–$100K | SH |
| SUSB | ISHARES TR | 3K | $50K–$100K | SH |
| LIN | LINDE PLC | 179 | $50K–$100K | SH |