Managers / Q4 2025
Litman Gregory Wealth Management LLC
CIK 0001551867 · 1100 LARKSPUR LANDING CIRCLE, SUITE 300, LARKSPUR, CA, 94939 · 415-461-8999
Reported Value
$1.4B
Q4 2025
Positions
357
Filings on Record
29
2019–present window
Filed
Feb 12, 2026
original filing
Summary
Litman Gregory Wealth Management Llc reported $1.4B in U.S.-listed holdings across 357 positions for Q4 2025.
Its largest position, IVV, represents 11.0% of the portfolio.
Compared with Q3 2025, the fund opened 211 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2025 | $1.4B | 357 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.3B | 146 | Oct 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 138 | Jul 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 138 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 136 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 139 | Oct 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 133 | Jul 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 131 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.1B | 119 | Jan 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $969M | 122 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $801M | 82 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $269M | 40 | Apr 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $715.9B | 78 | Jan 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $625M | 78 | Oct 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $680M | 88 | Jul 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $683M | 55 | May 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $589M | 79 | Feb 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $531M | 75 | Nov 3, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $536M | 76 | Jul 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $511M | 190 | May 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $544M | 191 | Feb 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $484M | 206 | Nov 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $453M | 173 | Jul 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $398M | 164 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $449M | 207 | Jan 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $409M | 224 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $379M | 240 | Jul 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $367M | 132 | Apr 30, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $326M | 151 | Feb 1, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.