Data as of Q4 2025 (Dec 31, 2025)

Litman Gregory Wealth Management LLC

•CIK: 1551867•Filing: Q4 2025

**Litman Gregory Wealth Management LLC** manages $1.4B across a diversified portfolio of 356 holdings. The strategy shows significant allocation toward core US and international equity exposure, led by IVV ($151.1M) and VOO ($142.0M). Notable diversification is evident with substantial positions in international markets, including VEA ($98.9M) and IDEV ($98.6M). This structure suggests a commitment to broad, established market indices.

Total AUM
$1.4B
QoQ Performance
+1.6%
Positions
243
Top 10 Concentration
56.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
VOO
VEA
IDEV
VTI
IVV11.1%
VOO10.4%
VEA7.2%
IDEV7.2%
VTI6.1%
IEMG3.3%
VWO3.0%
IJH2.9%

📈 Biggest Buys

AGG
ISHARES TR
+1033.8%
1.2% of portfolio
BBHL
BBH TR
NEW
0.8% of portfolio
CB
CHUBB LIMITED
NEW
0.3% of portfolio
BND
VANGUARD BD INDEX FDS
+16.9%
1.6% of portfolio
AMZN
AMAZON COM INC
+279.0%
0.3% of portfolio

📉 Biggest Sells

VOO
VANGUARD INDEX FDS
-8.6%
10.4% of portfolio
IVV
ISHARES TR
-2.9%
11.1% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
-3.3%
7.2% of portfolio
POOL
POOL CORP
-95.4%
0.0% of portfolio
ODFL
OLD DOMINION FREIGHT LINE IN
-50.8%
0.2% of portfolio

Sector Breakdown

Other66.3%
ETF22.0%
Technology8.0%
Financial1.7%
Consumer1.3%
Healthcare0.5%
Consumer Staples0.0%
Communication0.0%

Changes from Q3 2025

NEW55 new positions
↑27 increased
↓72 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV11.1%
ISHARES TR
$151.1M
VOO10.4%
VANGUARD INDEX FDS
$142.0M
VEA7.2%
VANGUARD TAX-MANAGED FDS
$98.9M
IDEV7.2%
ISHARES TR
$98.6M
VTI6.1%
VANGUARD INDEX FDS
$83.7M

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