Litman Gregory Funds Trust

SUMMIT WEALTH & RETIREMENT PLANNING, INC. DBMF

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/2/2026

Shares

599,282

Value ($000)

16,816

Weight

4.0%

2025 Q2 - 2025 Q4 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/2/2026	16,816	4.0%	599,282	12/31/2025
2025 Q3	11/4/2025	16,101	4.0%	589,581	9/30/2025
2025 Q2	8/6/2025	15,075	4.0%	585,899	6/30/2025