§ 13F · FUND PROFILE
Litman Gregory Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1271.6T (13F)Positions · 138Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1367.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 221K | $151.1T | 11.0% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 226K | $142.0T | 10.4% | NEW |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.58M | $98.9T | 7.2% | NEW |
| 4 | IDEV | ISHARES TR | 1.20M | $98.6T | 7.2% | NEW |
| 5 | VTI | VANGUARD INDEX FDS | 250K | $83.7T | 6.1% | NEW |
| 6 | IEMG | ISHARES INC | 670K | $45.1T | 3.3% | NEW |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 751K | $40.4T | 3.0% | NEW |
| 8 | IJH | ISHARES TR | 604K | $39.9T | 2.9% | NEW |
| 9 | DGRO | ISHARES TR | 503K | $34.9T | 2.6% | NEW |
| 10 | VO | VANGUARD INDEX FDS | 108K | $31.4T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LITMAN SIGNAL
AC read
Litman Gregory Wealth Management LLC is a Other fund managing $1271610.6 trillion in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed