Litman Gregory Wealth Management LLC - Q42025 Holdings

Litman Gregory Wealth Management LLC holds 356 stocks with a total portfolio value of $ 1.37B as of Q42025. In Q42025, Litman Gregory Wealth Management LLC added 211 new positions, increased stakes in 28 stocks, reduced 71 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IVV), representing 11.04% of the total portfolio.