Litman Gregory Wealth Management LLC — 13F holdings

Litman Gregory Wealth Management LLC reported 357 holdings worth $1.37B in its 13F filing for Q4 2025, filed February 12, 2026.

Largest positions

  1. IVV ISHARES TR — $151M (11.0%)
  2. VOO VANGUARD INDEX FDS — $142M (10.4%)
  3. VEA VANGUARD TAX-MANAGED FDS — $98.9M (7.2%)
  4. IDEV ISHARES TR — $98.6M (7.2%)
  5. VTI VANGUARD INDEX FDS — $83.7M (6.1%)
  6. IEMG ISHARES INC — $45.1M (3.3%)
  7. VWO VANGUARD INTL EQUITY INDEX F — $40.4M (3.0%)
  8. IJH ISHARES TR — $39.9M (2.9%)
  9. DGRO ISHARES TR — $34.9M (2.6%)
  10. VO VANGUARD INDEX FDS — $31.4M (2.3%)