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CIK: 0001551867
Total reported value
$1.4B
$1.4B
138 檔
40.0%
The Q2 2025 SEC filing reveals that Litman Gregory Wealth Management LLC held a total portfolio value of $1.4B, covering 138 public equity positions.
During Q2 2025, Litman Gregory Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.16% | -0.25% | +1.70% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.07% | -0.89% | -5.14% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.47% | -0.06% | -1.21% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.10% | -0.02% | +3.21% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.24% | -0.08% | +22.22% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.30% | -0.12% | +10.69% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.26% | -0.13% | -23.35% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.12% | -0.19% | -1.67% | |
| 9 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.36% | -0.06% | -1.13% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.30% | -0.08% | +178.87% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.29% | +0.04% | +15.65% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.01% | +0.06% | -1.22% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.78% | -0.15% | -14.42% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | -0.12% | -0.98% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.52% | — | -4.13% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 1.49% | — | +6.63% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.37% | +0.20% | +16.27% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.34% | — | -15.06% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | — | -18.66% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.29% | -0.08% | -10.61% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.26% | -0.13% | -3.16% | |
| 22 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.12% | +0.01% | -2.70% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.12% | — | -9.32% | |
| 24 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.11% | -0.17% | +0.34% | |
| 25 | VOTE | Tcw Transform 500 ETF | ETF-Other | 1.08% | — | -3.77% | |
| 26 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.98% | -0.12% | -1.15% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.27% | -2.08% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.96% | +0.06% | -3.05% | |
| 29 | MSI | Motorola Solutions Inc | Stock-Tech | 0.92% | -0.15% | -2.14% | |
| 30 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.89% | — | -10.42% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.21% | -6.82% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.73% | — | -3.47% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.66% | — | -2.86% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.66% | -0.12% | -1.13% | |
| 35 | CPRT | Copart Inc | Stock-Industrials | 0.65% | -0.07% | +1.81% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | — | +1.32% | |
| 37 | CDW | Cdw Corp/de | Stock-Tech | 0.59% | -0.09% | +0.43% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | -0.12% | -14.16% | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.55% | -0.06% | +10.29% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.53% | +0.03% | -0.78% | |
| 41 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.52% | — | -3.29% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.51% | — | +0.25% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.14% | — | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.47% | — | — | |
| 45 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.45% | — | +10.46% | |
| 46 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.44% | -0.14% | +11.71% | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.39% | — | +5.45% | |
| 48 | URI | United Rentals Inc | Stock-Industrials | 0.36% | -0.07% | +2.29% | |
| 49 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.36% | -0.06% | +1662.36% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | — | -0.06% |
According to official SEC Form 13F filings, Litman Gregory Wealth Management LLC reported a total U.S. public equity portfolio value of $1.4B across 138 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VOO, VEA) accounted for 40.0% of total reported equity market value during Q2 2025.
During Q2 2025, Litman Gregory Wealth Management LLC's top holdings by market value included IVV (11.2%)、VOO (11.1%)、VEA (7.5%). The largest single position, IVV, represented 11.2% of total portfolio value.
In Q2 2025, Litman Gregory Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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