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 251–300 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLW | CORNING INC | 351 | $15K–$50K | SH |
| BUSE | FIRST BUSEY CORP | 1K | $15K–$50K | SH |
| DAR | DARLING INGREDIENTS INC | 796 | $15K–$50K | SH |
| ABBV | ABBVIE INC | 122 | $15K–$50K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 659 | $15K–$50K | SH |
| PG | PROCTER AND GAMBLE CO | 178 | $15K–$50K | SH |
| IJK | ISHARES TR | 256 | $15K–$50K | SH |
| SHYM | BLACKROCK ETF TRUST II | 1K | $15K–$50K | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 400 | $15K–$50K | SH |
| SCHC | SCHWAB STRATEGIC TR | 535 | $15K–$50K | SH |
| PWRD | TCW ETF TRUST | 253 | $15K–$50K | SH |
| ISCV | ISHARES TR | 345 | $15K–$50K | SH |
| USXF | ISHARES TR | 407 | $15K–$50K | SH |
| IAU | ISHARES GOLD TR | 287 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION | 101 | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC | 26 | $15K–$50K | SH |
| ALLY | ALLY FINL INC | 499 | $15K–$50K | SH |
| GUNR | FLEXSHARES TR | 447 | $15K–$50K | SH |
| NJR | NEW JERSEY RES CORP | 438 | $15K–$50K | SH |
| JCI | JOHNSON CTLS INTL PLC | 167 | $15K–$50K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 425 | $15K–$50K | SH |
| PCRX | PACIRA BIOSCIENCES INC | 750 | $15K–$50K | SH |
| NGG | NATIONAL GRID PLC | 250 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC | 110 | $15K–$50K | SH |
| GQGU | ADVISORS INNER CIRCLE FD III | 700 | $15K–$50K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 38 | $15K–$50K | SH |
| F | FORD MTR CO | 1K | $15K–$50K | SH |
| AGNC | AGNC INVT CORP | 2K | $15K–$50K | SH |
| AVY | AVERY DENNISON CORP | 80 | $1K–$15K | SH |
| FENI | FIDELITY COVINGTON TRUST | 387 | $1K–$15K | SH |
| SPEM | SPDR INDEX SHS FDS | 300 | $1K–$15K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 68 | $1K–$15K | SH |
| KO | COCA COLA CO | 199 | $1K–$15K | SH |
| SHM | SPDR SERIES TRUST | 259 | $1K–$15K | SH |
| MICC | MAGNUM ICE CREAM CO NV | 460 | $1K–$15K | SH |
| SCHG | SCHWAB STRATEGIC TR | 216 | $1K–$15K | SH |
| ETSY | ETSY INC | 125 | $1K–$15K | SH |
| ALC | ALCON AG | 80 | $1K–$15K | SH |
| AVGO | BROADCOM INC | 15 | $1K–$15K | SH |
| GRAL | GRAIL INC | 50 | $1K–$15K | SH |
| ALB | ALBEMARLE CORP | 25 | $1K–$15K | SH |
| XYZ | BLOCK INC | 50 | $1K–$15K | SH |
| TGT | TARGET CORP | 33 | $1K–$15K | SH |
| AGX | ARGAN INC | 10 | $1K–$15K | SH |
| WMB | WILLIAMS COS INC | 50 | $1K–$15K | SH |
| BNL | BROADSTONE NET LEASE INC | 150 | $1K–$15K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 5 | $1K–$15K | SH |
| ELVR | ELEVRA LITHIUM LTD | 43 | $1K–$15K | SH |
| XLU | SELECT SECTOR SPDR TR | 50 | $1K–$15K | SH |
| PWR | QUANTA SVCS INC | 5 | $1K–$15K | SH |