What does Litman Gregory Wealth Management LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · 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.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

ISHARES TR

$151M221K11.0%

VANGUARD INDEX FDS

$142M226K10.4%

VANGUARD TAX-MANAGED FDS

$99M1.6M7.2%

ISHARES TR

$99M1.2M7.2%

VANGUARD INDEX FDS

$84M250K6.1%

ISHARES INC

$45M670K3.3%

VANGUARD INTL EQUITY INDEX F

$40M751K3.0%

ISHARES TR

$40M604K2.9%

ISHARES TR

$35M503K2.6%

VANGUARD INDEX FDS

$31M108K2.3%

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