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 301–350 of 356
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NTR | NUTRIEN LTD | 30 | $1K–$15K | SH |
| VTRS | VIATRIS INC | 145 | $1K–$15K | SH |
| PH | PARKER-HANNIFIN CORP | 2 | $1K–$15K | SH |
| ORCL | ORACLE CORP | 9 | $1K–$15K | SH |
| WTI | W & T OFFSHORE INC | 1K | $1K–$15K | SH |
| HDGE | ADVISORSHARES TR | 100 | $1K–$15K | SH |
| AUPH | AURINIA PHARMACEUTICALS INC | 100 | $1K–$15K | SH |
| GE | GE AEROSPACE | 5 | $1K–$15K | SH |
| LMT | LOCKHEED MARTIN CORP | 3 | $1K–$15K | SH |
| BTG | B2GOLD CORP | 311 | $1K–$15K | SH |
| HD | HOME DEPOT INC | 4 | $1K–$15K | SH |
| HEI | HEICO CORP NEW | 4 | $1K–$15K | SH |
| CFG | CITIZENS FINL GROUP INC | 22 | $1K–$15K | SH |
| TFC | TRUIST FINL CORP | 24 | $1K–$15K | SH |
| WRBY | WARBY PARKER INC | 50 | $1K–$15K | SH |
| BBAI | BIGBEAR AI HLDGS INC | 200 | $1K–$15K | SH |
| FLUT | FLUTTER ENTMT PLC | 5 | $1K–$15K | SH |
| VYX | NCR VOYIX CORPORATION | 100 | $1K–$15K | SH |
| SOUN | SOUNDHOUND AI INC | 100 | <$1K | SH |
| BEAT | HEARTBEAM INC | 400 | <$1K | SH |
| CVS | CVS HEALTH CORP | 12 | <$1K | SH |
| ARKF | ARK ETF TR | 20 | <$1K | SH |
| CWB | SPDR SERIES TRUST | 10 | <$1K | SH |
| IOT | SAMSARA INC | 25 | <$1K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 30 | <$1K | SH |
| ES | EVERSOURCE ENERGY | 13 | <$1K | SH |
| SMMT | SUMMIT THERAPEUTICS INC | 50 | <$1K | SH |
| MDT | MEDTRONIC PLC | 9 | <$1K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 13 | <$1K | SH |
| OMC | OMNICOM GROUP INC | 10 | <$1K | SH |
| JVA | COFFEE HLDG CO INC | 200 | <$1K | SH |
| MS | MORGAN STANLEY | 4 | <$1K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 38 | <$1K | SH |
| GEV | GE VERNOVA INC | 1 | <$1K | SH |
| LFVN | LIFEVANTAGE CORP | 100 | <$1K | SH |
| RXRX | RECURSION PHARMACEUTICALS IN | 150 | <$1K | SH |
| CAVA | CAVA GROUP INC | 10 | <$1K | SH |
| BHF | BRIGHTHOUSE FINL INC | 9 | <$1K | SH |
| BCE | BCE INC | 24 | <$1K | SH |
| REM | ISHARES TR | 25 | <$1K | SH |
| ANET | ARISTA NETWORKS INC | 4 | <$1K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2 | <$1K | SH |
| GIS | GENERAL MLS INC | 11 | <$1K | SH |
| INCY | INCYTE CORP | 5 | <$1K | SH |
| DEO | DIAGEO PLC | 5 | <$1K | SH |
| GPC | GENUINE PARTS CO | 3 | <$1K | SH |
| CMCSA | COMCAST CORP NEW | 12 | <$1K | SH |
| WSO | WATSCO INC | 1 | <$1K | SH |
| FAST | FASTENAL CO | 8 | <$1K | SH |
| PSA | PUBLIC STORAGE OPER CO | 1 | <$1K | SH |