EdgeMarket › What Litman Gregory Wealth Management Llc reported owning
What Litman Gregory Wealth Management Llc reported owning
As filed on Form 13F for the quarter ending 2025-12-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
357Quarter
2025-12-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 151.1M | 11.0% | 220.5K | 769.31 | +20.0% |
| VOO Vanguard S&P 500 ETF | 142.0M | 10.4% | 226.4K | 703.71 | +20.0% |
| VEA Vanguard FTSE Developed Markets ETF | 98.9M | 7.2% | 1.6M | 73.42 | +24.7% |
| IDEV iShares Core MSCI International Developed Mark | 98.6M | 7.2% | 1.2M | 93.31 | +18.6% |
| VTI Vanguard Morningstar Total Stock Market ETF | 83.7M | 6.1% | 249.7K | 378.24 | +20.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 45.1M | 3.3% | 670.5K | 81.57 | +31.9% |
| VWO Vanguard FTSE Emerging Markets ETF | 40.4M | 3.0% | 751.0K | 60.45 | +17.7% |
| IJH iShares Core S&P Mid-Cap ETF | 39.9M | 2.9% | 604.3K | 76.77 | +20.8% |
| DGRO iShares Core Dividend Growth ETF | 34.9M | 2.6% | 503.0K | 79.61 | +20.0% |
| VO Vanguard Morningstar Mid-Cap ETF | 31.4M | 2.3% | 108.3K | 82.97 | +15.9% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 31.3M | 2.3% | 1.1M | 31.37 | +21.6% |
| AAPL Apple Inc. | 31.1M | 2.3% | 114.3K | 309.35 | +36.9% |
| BND Vanguard Total Bond Market ETF | 21.2M | 1.5% | 286.0K | 72.23 | -1.8% |
| VONE Vanguard Russell 1000 ETF | 20.4M | 1.5% | 66.0K | 347.10 | +19.8% |
| GOOG Alphabet Inc. | 20.0M | 1.5% | 63.8K | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 19.3M | 1.4% | 39.8K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 19.1M | 1.4% | 28.9K | 549.90 | -26.5% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 18.2M | 1.3% | 122.2K | 167.97 | +20.5% |
| IWM iShares Russell 2000 ETF | 17.3M | 1.3% | 70.3K | 299.96 | +33.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 16.5M | 1.2% | 165.6K | 97.35 | -1.7% |
| V VISA INC. | 16.4M | 1.2% | 46.8K | 371.04 | +7.9% |
| SPSB State Street SPDR Portfolio Short Term Corpora | 16.3M | 1.2% | 538.9K | 29.94 | -0.8% |
| GOOGL Alphabet Inc. | 16.2M | 1.2% | 51.9K | 344.82 | +73.0% |
| EFA iShares MSCI EAFE ETF | 15.8M | 1.2% | 164.5K | 108.24 | +17.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 15.6M | 1.1% | 51.2K | 418.95 | +83.3% |
| VOTE TCW Transform 500 ETF | 14.1M | 1.0% | 176.2K | 90.35 | +20.4% |
| IJR iShares Core S&P Small-Cap ETF | 13.5M | 1.0% | 112.0K | 147.31 | +29.0% |
| BKNG Booking Holdings Inc. | 13.5M | 1.0% | 2.5K | 209.62 | -7.1% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 12.0M | 0.9% | 126.4K | 107.31 | +17.0% |
| BBHL BBH Select Large Cap ETF | 11.4M | 0.8% | 708.6K | 17.34 | — |
| PYPL PayPal Holdings, Inc. | 11.1M | 0.8% | 190.3K | 61.55 | -9.6% |
| MSI Motorola Solutions, Inc. | 10.6M | 0.8% | 27.8K | 480.47 | +4.0% |
| EW Edwards Lifesciences Corp | 10.6M | 0.8% | 123.8K | 89.79 | +10.3% |
| VTWO Vanguard Russell 2000 ETF | 10.3M | 0.8% | 103.5K | 121.25 | +33.0% |
| TSCO TRACTOR SUPPLY CO /DE/ | 10.2M | 0.7% | 203.7K | 34.98 | -42.7% |
| VIG Vanguard Div Appreciation ETF | 8.8M | 0.6% | 39.8K | 243.91 | +16.2% |
| TOTL State Street DoubleLine Total Return Tactical | 7.1M | 0.5% | 176.0K | 38.77 | -3.3% |
| IWB iShares Russell 1000 ETF | 7.0M | 0.5% | 18.8K | 419.69 | +19.8% |
| SPY SPDR S&P 500 ETF TRUST | 6.8M | 0.5% | 10.0K | 765.72 | +20.0% |
| MGK Vanguard Morningstar Mega Cap Growth ETF | 6.7M | 0.5% | 16.2K | 88.95 | +17.2% |
| CPRT COPART INC | 6.7M | 0.5% | 170.1K | 33.80 | -29.0% |
| SPGI S&P Global Inc. | 6.7M | 0.5% | 12.7K | 431.29 | -22.6% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 6.2M | 0.5% | 134.7K | 55.83 | +30.2% |
| IEF iShares 7-10 Year Treasury Bond ETF | 6.2M | 0.5% | 64.2K | 92.82 | -2.8% |
| XJH iShares ESG Select Screened S&P Mid-Cap ETF | 6.1M | 0.4% | 135.9K | 51.85 | +21.6% |
| CDW CDW Corp | 5.3M | 0.4% | 39.1K | 137.25 | -17.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 5.2M | 0.4% | 40.1K | 146.62 | +21.9% |
| URI UNITED RENTALS, INC. | 4.9M | 0.4% | 6.0K | 1,098.51 | +21.8% |
| ORLY O REILLY AUTOMOTIVE INC | 4.5M | 0.3% | 49.4K | 89.11 | -14.3% |
| UNH UNITEDHEALTH GROUP INC | 4.1M | 0.3% | 12.3K | 390.11 | +30.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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