Litman Gregory Wealth Management LLC - Portfolio overview

Litman Gregory Wealth Management LLC has 357 reported holdings in this dataset, with the latest filing dated 2026-02-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.06%
2. VOO - VANGUARD INDEX FDS, 10.39%
3. VEA - VANGUARD TAX-MANAGED FDS, 7.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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