Litman Gregory Asset Management LLC Top Holdings 13F Filings

100 rows · As of 12/31/2024, below is a summary of the Litman Gregory Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Litman Gregory …

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$2085927785
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LITMAN GREGORY WEALTH MANAGEMENT LLC Top 13F Holdings …

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Litman Gregory Wealth Management is a hedge fund with 558 clients and discretionary assets under management (AUM) of $2,085,927,785 (Form ADV from 2025-01-15). Their last …

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28%
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Litman Gregory Asset Management 13F Filings And Top Holdings …

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Latest statistics and disclosures from Litman Gregory Wealth Management's latest quarterly 13F-HR filing: Top 5 stock holdings are IVV, VOO, VEA, IDEV, VTI, and represent 41.28% of …

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$544
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Litman Gregory Asset Management LLC Q4 2020 13F Top Portfolio …

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Litman Gregory Asset Management LLC reported 191 holdings with total value $544 M as of Q4 2020. Top holdings included VWO, IVV, VEA, VTI, and ITOT. Litman Gregory Asset …

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9%
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Litman Gregory Wealth Management LLC Trims Holdings In

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3 days ago · Litman Gregory Wealth Management LLC trimmed its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.9% during the fourth quarter, according to …

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$453
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Litman Gregory Asset Management LLC Q2 2020 13F Top Portfolio …

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Litman Gregory Asset Management LLC reported 173 holdings with total value $453 M as of Q2 2020. Top holdings included VWO, IVV, VEA, IEF, and ITOT. Litman Gregory Asset …

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$409
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Litman Gregory Asset Management LLC Q3 2019 13F Top Portfolio …

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Litman Gregory Asset Management LLC reported 224 holdings with total value $409 M as of Q3 2019. Top holdings included VWO, VEA, IVV, VGK, and IEF. ... Num holdings 224 Date filed …

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