Litman Gregory Wealth Management LLC
Q2 2025 13F Holdings
Location
Larkspur, CA
Holdings as of
6/30/2025
Value
$1.27B
Num holdings
138
Date filed
7/23/2025
Form type
13F-HR
Prev filing
5/2/2025
Next filing
10/16/2025
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type