Litman Gregory Wealth Management LLC
Q3 2025 13F Holdings
Location
Larkspur, CA
Holdings as of
9/30/2025
Value
$1.35B
Value excl. options
$1.34B
Num holdings
146
Date filed
10/16/2025
Form type
13F-HR
Prev filing
7/23/2025
Next filing
2/12/2026
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type