Litman Gregory Wealth Management LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001551867 · LARKSPUR, CA

As of Sep 30, 2025, Litman Gregory Wealth Management LLC reported 146 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	227,080	52.0M	11.29%
VANGUARD 500 INDEX FUND	VOO	—	247,673	51.7M	11.27%
VANGUARD TAX-MANAGED FUNDS	VEA	—	1,637,931	$98.1M	7.29%
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	IDEV	—	1,214,088	$97.3M	7.23%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	254,187	$83.4M	6.20%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	696,053	$45.9M	3.41%
VANGUARD EMERGING MARKETS STOCK INDEX FUND	VWO	—	780,324	$42.3M	3.14%
ISHARES CORE S&P MID-CAP ETF	IJH	—	628,900	$41.0M	3.05%
ISHARES CORE DIVIDEND GROWTH ETF	DGRO	—	496,745	$33.8M	2.51%
VANGUARD MID-CAP INDEX FUND	VO	—	108,967	$32.0M	2.38%
IMGP DBI MANAGED FUTURES STRATEGY ETF	DBMF	—	1,155,798	$31.6M	2.34%
APPLE INC	AAPL	Technology	116,573	$29.7M	2.21%
MICROSOFT CORP	MSFT	Technology	39,850	$20.6M	1.53%
VANGUARD RUSSELL 1000 INDEX FUND	VONE	—	67,002	$20.3M	1.50%
META PLATFORMS INC	META	Communication Services	25,416	8.7M	1.39%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	125,676	8.3M	1.36%
VANGUARD TOTAL BOND MARKET INDEX FUND	BND	—	244,570	8.2M	1.35%
ISHARES RUSSELL 2000 ETF	IWM	—	74,932	8.1M	1.35%
STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF	SPSB	—	596,546	8.1M	1.34%
ISHARES MSCI EAFE ETF	EFA	—	184,532	7.2M	1.28%
VISA INC-CLASS A SHARES	V	Financial Services	47,326	6.2M	1.20%
ALPHABET INC	GOOG	Equity	65,837	6.0M	1.19%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	Technology	51,919	4.5M	1.08%
TCW TRANSFORM 500 ETF	VOTE	—	181,390	4.2M	1.06%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	114,408	3.6M	1.01%