StockDriftsStockDriftsTop 50 Litman Gregory Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.06% | 220.5K | $151.1M | -2.88%(-6.54K) | $398.28(+76.56%) | 2025-12-31 | |
| VOO | VANGUARD INDEX FDS | 10.4% | 226.4K | $142.0M | -8.58%(-21.25K) | $406.39(+58.33%) | 2025-12-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.24% | 1.58M | $98.9M | -3.33%(-54.62K) | $49.70(+38.22%) | 2025-12-31 | |
| IDEV | ISHARES TR | 7.22% | 1.20M | $98.6M | -1.53%(-18.54K) | $61.64(+44.35%) | 2025-12-31 | |
| VTI | VANGUARD INDEX FDS | 6.13% | 249.7K | $83.7M | -1.75%(-4.44K) | $224.43(+53.83%) | 2025-12-31 | |
| IEMG | ISHARES INC | 3.3% | 670.5K | $45.1M | -3.67%(-25.58K) | $54.13(+40.94%) | 2025-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.96% | 751.0K | $40.4M | -3.75%(-29.29K) | $51.18(+13.49%) | 2025-12-31 | |
| IJH | ISHARES TR | 2.92% | 604.3K | $39.9M | -3.91%(-24.59K) | $60.33(+18.28%) | 2025-12-31 | |
| DGRO | ISHARES TR | 2.56% | 503.0K | $34.9M | +1.26%(+6.28K) | $59.67(+21.27%) | 2025-12-31 | |
| VO | VANGUARD INDEX FDS | 2.3% | 108.3K | $31.4M | -0.58%(-636) | $265.54(+13.70%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.69% | +50.88% | +6.03% | +34.01% |
| Top 20 Holdings Unweighted | +14.49% | +50.08% | +6.37% | +36.20% |
Litman Gregory Wealth Management Llc reports $1.37B in US-listed equity holdings across 357 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.1%), VOO (10.4%) and VEA (7.2%). The top 20 holdings account for 71.79% of reported assets. Its disclosed equity book has returned +50.88% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Litman Gregory Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1551867). View Litman Gregory Wealth Management Llc’s 13F filings on SEC