Litman Gregory Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Litman Gregory Wealth Management LLC reported 138 stock positions worth $1.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 10.8%) and Vanguard Ftse Developed ETF (VEA, 7.4%). Compared with Q4 2024, it opened 9 new positions, sold out of 7, added to 32 and reduced 55. The biggest buy was a new position in iShares Core S&P Midcap ETF (IJH) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −37%).
- Most Recent 13F
- Q4 2025
- Location
- LARKSPUR, CA
- CIK
- 0001551867
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001214659-25-006850 ↗ filed May 2, 2025
Holdings Value
Holdings 138 stocks · $1.2B
| VOO Vanguard S&P 500 ETF | 11.51% | 261,153 | $134.2M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 10.83% | 224,703 | $126.3M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 7.36% | 1,687,291 | $85.8M | Reduce -5.1% |
| IDEV iShares Core MSCI Dev MKTS | 6.80% | 1,150,779 | $79.3M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 5.03% | 213,491 | $58.7M | Reduce -4.1% |
| IJH iShares Core S&P Midcap ETF | 4.36% | 870,956 | $50.8M | New |
| VWO Vanguard Ftse Emerging Marke | 3.17% | 816,701 | $37.0M | Reduce -10.4% |
| IEMG iShares Core MSCI Emerging | 2.93% | 632,329 | $34.1M | Reduce -7.9% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.56% | 1,180,213 | $29.8M | Reduce -20.5% |
| AAPL Apple Inc. | 2.41% | 126,259 | $28.0M | Reduce -2.4% |
| SPSB SS SPDR P St C Corp. ETF | 2.26% | 874,281 | $26.3M | Add +24.4% |
| DGRO iShares Core Dividend Growth | 2.09% | 394,539 | $24.4M | Add +12.6% |
| V Visa Inc. Class A | 1.76% | 58,650 | $20.6M | Reduce -0.8% |
| ITOT iShares Core S&P Total U.S. | 1.56% | 148,637 | $18.1M | Reduce -9.5% |
| IWM iShares Russell 2000 ETF | 1.45% | 85,014 | $17.0M | Reduce -23.6% |
| VONE Vanguard Russell 1000 | 1.38% | 63,452 | $16.1M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 1.35% | 27,270 | $15.7M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.32% | 41,071 | $15.4M | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 1.30% | 185,545 | $15.2M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 1.29% | 143,361 | $15.0M | Reduce -36.6% |
| BND Vanguard Total Bond Market | 1.28% | 203,545 | $15.0M | Reduce -3.6% |
| UNH Unitedhealth Group Inc. | 1.24% | 27,564 | $14.4M | Add +5.9% |
| TSCO Tractor Supply Company | 1.13% | 239,492 | $13.2M | Reduce -1.0% |
| VOTE TCW Transform 500 ETF | 1.11% | 197,062 | $12.9M | Add +1.1% |
| MSI Motorola Solutions Inc. | 1.07% | 28,419 | $12.4M | Reduce -0.2% |
| PYPL PayPal Holdings Inc. | 1.05% | 188,440 | $12.3M | Add +5.0% |
| EW Edwards Lifesciences Corp. | 1.00% | 161,636 | $11.7M | Add +2.3% |
| BKNG Booking Holdings Inc. | 1.00% | 2,523 | $11.6M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.95% | 70,846 | $11.1M | Add +6.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 37,507 | $9.7M | Add +1117.4% |
| CPRT Copart Inc. | 0.80% | 164,849 | $9.3M | Reduce -0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.79% | 55,679 | $9.2M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.78% | 59,092 | $9.1M | Reduce -0.8% |
| VTWO Vanguard Russell 2000 ETF | 0.76% | 109,628 | $8.8M | Reduce -23.0% |
| ESGD iShares Trust iShares ESG Aw | 0.68% | 97,340 | $8.0M | Add +6.7% |
| IWB iShares Russell 1000 ETF | 0.65% | 24,829 | $7.6M | Reduce -1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.65% | 39,191 | $7.6M | Add +0.4% |
| CDW CDW Corp. | 0.58% | 41,876 | $6.7M | Add +12.6% |
| SPGI S&P Global Inc. | 0.56% | 12,947 | $6.6M | Add +26.8% |
| IEF iShares 7-10 Year Treasury B | 0.56% | 67,900 | $6.5M | Reduce -0.3% |
| TOTL SS Doubleline TR Tact ETF | 0.55% | 158,310 | $6.4M | Reduce -11.3% |
| ESML iShares ESG Aware MSCI USA S | 0.54% | 164,295 | $6.3M | Reduce -11.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 10,221 | $5.7M | Add +9.3% |
| ODFL Old Dominion Freight Line | 0.44% | 31,075 | $5.1M | Add +192.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.43% | 16,230 | $5.0M | No change |
| XJH Ishare ESG SS S&P Midcap ETF | 0.42% | 123,946 | $4.8M | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.35% | 40,037 | $4.1M | Reduce -0.5% |
| ORLY O'reilly Automotive Inc. | 0.35% | 2,843 | $4.1M | Add +3.6% |
| URI United Rentals Inc. | 0.32% | 5,944 | $3.7M | New |
| POOL Pool Corp. | 0.29% | 10,722 | $3.4M | Add +13.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 19,422 | $3.4M | Add +0.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.26% | 88,013 | $3.1M | Add +4.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 33,017 | $2.5M | Reduce -1.6% |
| SCHP Schwab U.S. Tips ETF | 0.19% | 80,879 | $2.2M | Reduce -20.1% |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 25,476 | $2.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 4,516 | $2.1M | Add +224.0% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 11,664 | $2.0M | Add +30.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.15% | 28,449 | $1.7M | Reduce -7.8% |
| SUSA iShares ESG Optimized MSCI U | 0.15% | 14,751 | $1.7M | Reduce -2.1% |
| IUSG iShares Core S&P U.S. Growth | 0.13% | 12,352 | $1.6M | Reduce -6.4% |
| AGG iShares Core U.S. Aggregate | 0.13% | 15,238 | $1.5M | Reduce -15.1% |
| TPL Texas Pacific Land Corp. | 0.12% | 1,080 | $1.4M | Reduce -44.1% |
| IWD iShares Russell 1000 Value E | 0.12% | 7,267 | $1.4M | Reduce -1.0% |
| VNQ Vanguard Real Estate ETF | 0.12% | 14,896 | $1.3M | Add +26.6% |
| OEF iShares S&P 100 ETF | 0.12% | 4,977 | $1.3M | Reduce -9.6% |
| URTH iShares MSCI World ETF | 0.11% | 8,568 | $1.3M | Reduce -0.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.11% | 35,501 | $1.3M | Reduce -3.6% |
| HDV iShares Core High Dividend E | 0.11% | 10,355 | $1.3M | No change |
| IUSV iShares Core S&P U.S. Value | 0.11% | 13,298 | $1.2M | Reduce -5.8% |
| NUBD Nuveen ESG US Aggregate Bond | 0.10% | 55,050 | $1.2M | Add +161.5% |
| ADP Automatic Data Processing | 0.10% | 3,932 | $1.2M | No change |
| USHY iShares Broad Usd High Yield | 0.10% | 32,177 | $1.2M | Add +0.0% |
| IYG iShares U.S. Financial Servi | 0.10% | 14,385 | $1.1M | No change |
| EEM iShares MSCI Emerging Market | 0.09% | 25,328 | $1.1M | Reduce -13.1% |
| USB US Bancorp | 0.09% | 25,038 | $1.1M | No change |
| AMZN Amazon.com Inc. | 0.07% | 4,585 | $872K | No change |
| SCHA Schwab US Small-Cap ETF | 0.07% | 35,706 | $837K | Reduce -2.5% |
| JAVA JPMorgan Active Value ETF | 0.07% | 12,996 | $826K | Reduce -18.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.07% | 1 | $798K | New |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.05% | 20,763 | $640K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.05% | 11,614 | $591K | New |
| GLD SPDR Gold Shares | 0.05% | 2,038 | $587K | Reduce -1.0% |
| DFUS Dimensional US Eq MKT ETF | 0.05% | 8,980 | $543K | No change |
| VT Vanguard Tot World STK ETF | 0.05% | 4,624 | $536K | Add +7.5% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.04% | 22,537 | $519K | Reduce -6.5% |
| KFY Korn Ferry | 0.04% | 7,473 | $507K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 2,045 | $502K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 2,254 | $500K | Reduce -13.1% |
| IEUR iShares Core MSCI Europe ETF | 0.04% | 8,115 | $488K | No change |
| NVDA Nvidia Corp. | 0.04% | 4,485 | $486K | Add +34.5% |
| XLE SS Energy Select Sector | 0.04% | 5,085 | $475K | No change |
| IYW iShares Ustechnology ETF | 0.04% | 3,346 | $470K | No change |
| IVW iShares S&P 500 Growth ETF | 0.04% | 4,942 | $459K | No change |
| DBEU Xtrackers MSCI Europe Hedged | 0.04% | 10,370 | $458K | No change |
| DVY iShares Select Dividend ETF | 0.04% | 3,400 | $457K | Reduce -15.9% |
| MDY State Street SPDR S&P Midcap | 0.04% | 852 | $455K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.04% | 18,775 | $443K | Add +3.3% |
| SH Proshares Short S&P500 | 0.04% | 9,375 | $418K | New |
| MUC BlackRock Munihold Ca QLTY | 0.04% | 38,794 | $415K | No change |
| DWM Wisdomtree International Equ | 0.03% | 7,000 | $407K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IJR iShares Core S&P Small-Cap E | Reduce -36.6% | 1.29% | −0.97 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -20.5% | 2.56% | −0.81 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 10.83% | −0.79 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 11.51% | −0.78 |
| IWM iShares Russell 2000 ETF | Reduce -23.6% | 1.45% | −0.68 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.1% | 5.03% | −0.56 |
| AAPL Apple Inc. | Reduce -2.4% | 2.41% | −0.40 |
| VTWO Vanguard Russell 2000 ETF | Reduce -23.0% | 0.76% | −0.34 |
| VWO Vanguard Ftse Emerging Marke | Reduce -10.4% | 3.17% | −0.31 |
| ITOT iShares Core S&P Total U.S. | Reduce -9.5% | 1.56% | −0.28 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 0.78% | −0.19 |
| IEMG iShares Core MSCI Emerging | Reduce -7.9% | 2.93% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.0% | 0.79% | −0.17 |
| ESML iShares ESG Aware MSCI USA S | Reduce -11.7% | 0.54% | −0.14 |
| VONE Vanguard Russell 1000 | Reduce -2.5% | 1.38% | −0.12 |
| MSI Motorola Solutions Inc. | Reduce -0.2% | 1.07% | −0.07 |
| TPL Texas Pacific Land Corp. | Reduce -44.1% | 0.12% | −0.06 |
| TOTL SS Doubleline TR Tact ETF | Reduce -11.3% | 0.55% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 1.35% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -1.5% | 0.65% | −0.05 |
| SCHP Schwab U.S. Tips ETF | Reduce -20.1% | 0.19% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -3.6% | 1.28% | −0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.5% | 0.35% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.03 |
| CPRT Copart Inc. | Reduce -0.8% | 0.80% | −0.03 |
| IUSG iShares Core S&P U.S. Growth | Reduce -6.4% | 0.13% | −0.02 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -9.6% | 0.12% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -15.1% | 0.13% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Sold out | 0.00% | −0.02 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.02 |
| HYBX TCW High Yield Bond ETF | Sold out | 0.00% | −0.02 |
| JAVA JPMorgan Active Value ETF | Reduce -18.0% | 0.07% | −0.02 |
| SUSA iShares ESG Optimized MSCI U | Reduce -2.1% | 0.15% | −0.01 |
| T AT&T Inc. | Reduce -42.7% | 0.03% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.1% | 7.36% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -13.1% | 0.04% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -13.1% | 0.09% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.5% | 0.07% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -5.8% | 0.11% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -15.9% | 0.04% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -7.8% | 0.15% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Reduce -15.4% | 0.03% | −0.00 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Reduce -6.5% | 0.04% | −0.00 |
| CGDV Cap Group Dividend Value | Reduce -3.6% | 0.11% | −0.00 |
| FLXR TCW Flexible Income ETF | Reduce -18.3% | 0.02% | −0.00 |
| URTH iShares MSCI World ETF | Reduce -0.1% | 0.11% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -6.1% | 0.02% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IJH iShares Core S&P Midcap ETF | New | 4.36% | +4.36 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1117.4% | 0.83% | +0.76 |
| SPSB SS SPDR P St C Corp. ETF | Add +24.4% | 2.26% | +0.44 |
| XJH Ishare ESG SS S&P Midcap ETF | New | 0.42% | +0.42 |
| URI United Rentals Inc. | New | 0.32% | +0.32 |
| ODFL Old Dominion Freight Line | Add +192.3% | 0.44% | +0.28 |
| DGRO iShares Core Dividend Growth | Add +12.6% | 2.09% | +0.23 |
| SPGI S&P Global Inc. | Add +26.8% | 0.56% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Add +224.0% | 0.18% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +5.9% | 1.24% | +0.10 |
| ESGD iShares Trust iShares ESG Aw | Add +6.7% | 0.68% | +0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.07% | +0.07 |
| ORLY O'reilly Automotive Inc. | Add +3.6% | 0.35% | +0.07 |
| NUBD Nuveen ESG US Aggregate Bond | Add +161.5% | 0.10% | +0.07 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.05% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +30.5% | 0.17% | +0.04 |
| SH Proshares Short S&P500 | New | 0.04% | +0.04 |
| AEE Ameren Corporation | New | 0.03% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +26.6% | 0.12% | +0.02 |
| FSLR First Solar Inc. | New | 0.02% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +4.8% | 0.26% | +0.02 |
| LLY Eli Lilly & Co. | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.3% | 0.49% | +0.02 |
| CDW CDW Corp. | Add +12.6% | 0.58% | +0.01 |
| POOL Pool Corp. | Add +13.3% | 0.29% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +32.1% | 0.03% | +0.01 |
| NVDA Nvidia Corp. | Add +34.5% | 0.04% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 0.29% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +7.5% | 0.05% | +0.00 |
| AMD Advanced Micro Devices | Add +30.1% | 0.02% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +3.3% | 0.04% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.6% | 0.03% | +0.00 |
| USHY iShares Broad Usd High Yield | Add +0.0% | 0.10% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +3.1% | 0.03% | −0.00 |
| EW Edwards Lifesciences Corp. | Add +2.3% | 1.00% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 0.65% | −0.01 |
| VOTE TCW Transform 500 ETF | Add +1.1% | 1.11% | −0.06 |
| BKNG Booking Holdings Inc. | Add +0.8% | 1.00% | −0.08 |
| GOOG Alphabet Inc. Class C | Add +6.2% | 0.95% | −0.15 |
| MSFT Microsoft Corp. | Add +0.0% | 1.32% | −0.18 |
| PYPL PayPal Holdings Inc. | Add +5.0% | 1.05% | −0.27 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 356 | $1.4B | IVV, VOO, VEA, IDEV, VTI |
| Q3 2025 | 145 | $1.3B | IVV, VOO, VEA, IDEV, VTI |
| Q2 2025 | 138 | $1.3B | IVV, VOO, VEA, IDEV, VTI |
| Q1 2025 | 138 | $1.2B | VOO, IVV, VEA, IDEV, VTI |
| Q4 2024 | 136 | $1.2B | VOO, IVV, VEA, IDEV, VTI |
| Q3 2024 | 139 | $1.2B | IVV, VOO, VEA, IDEV, VTI |
| Q2 2024 | 133 | $1.1B | IVV, VOO, VEA, IDEV, VTI |
| Q1 2024 | 131 | $1.1B | IVV, VOO, VEA, VTI, IDEV |