13F Insight
DOSSIER · 13F-HR · Q4 2025

Litman Gregory Wealth Management LLC

$1.4B in tracked AUM across 357 positions as of Q4 2025.

LG
CIK 0001551867 · last filed Dec 31, 2025
Total AUM
$1.4B
as of Q4 2025
Holdings
357
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Litman Gregory Wealth Management LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$151M221K11.0%02
VOO
VANGUARD INDEX FDS
$142M226K10.4%03
VEA
VANGUARD TAX-MANAGED FDS
$99M1.6M7.2%04
IDEV
ISHARES TR
$99M1.2M7.2%05
VTI
VANGUARD INDEX FDS
$84M250K6.1%06
IEMG
ISHARES INC
$45M670K3.3%07
VWO
VANGUARD INTL EQUITY INDEX F
$40M751K3.0%08
IJH
ISHARES TR
$40M604K2.9%09
DGRO
ISHARES TR
$35M503K2.6%10
VO
VANGUARD INDEX FDS
$31M108K2.3%

Filing history

2025Q4Dec 31
$1.4B▲ 1.6%
357 positionsView →2025Q3Sep 30
$1.3B▲ 5.9%
146 positionsView →2025Q2Jun 30
$1.3B▲ 9.1%
138 positionsLocked2025Q1Mar 31
$1.2B▲ 1.1%
138 positionsLocked2024Q4Dec 31
$1.2B▼ 3.5%
136 positionsLocked2024Q3Sep 30
$1.2B▲ 6.1%
139 positionsLocked2024Q2Jun 30
$1.1B▲ 2.2%
133 positionsLocked2024Q1Mar 31
$1.1B▲ 4.6%
131 positionsLocked2023Q4Dec 31
$1.1B▲ 8.8%
119 positionsLocked2023Q3Sep 30
$969M▲ 21.0%
122 positionsLocked2023Q2Jun 30
$801M▲ 198.3%
82 positionsLocked2023Q1Mar 31
$269M▼ 62.5%
40 positionsLocked
Showing 12 of 46