Litman Gregory Wealth Management LLC
All 13F Filings
- Location
- Larkspur, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,367,887
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 357 | 1,367,887 | 13F-HR | Litman Gregory Wealth Management LLC |
| Q3 2025 | 10/16/2025 | 146 | 1,346,077 | 13F-HR | Litman Gregory Wealth Management LLC |
| Q2 2025 | 7/23/2025 | 138 | 1,271,611 | 13F-HR | Litman Gregory Wealth Management LLC |
| Q2 2014 | 8/11/2014 | 19 | 55,829 | 13F-HR | Litman Gregory Asset Management LLC |
| Q1 2014 | 4/25/2014 | 23 | 83,050 | 13F-HR | Litman Gregory Asset Management LLC |
| Q4 2013 | 1/16/2014 | 26 | 81,120 | 13F-HR | Litman Gregory Asset Management LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.909 K
(0.1% of total reported value)
· QoQ Δ:
+44
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 856.9 K | 62.7% | 46.85 K | 0 | 46.85 K |
| ETFs | 507.4 K | 37.1% | 0 | 25.06 K | -25.06 K |
| Debt | 398 | 0.0% | 0 | 1 | -1 |
| Other | 1.236 K | 0.1% | 0 | 18 | -18 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
1,367,887
Holdings
357
QoQ value change ($000)
21,810
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.