Viewing historical filing for 2025Q3. View latest →
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

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…