Litman Gregory Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 16, 2025
Value $
$1.34B
Signature - Title
Kathlyne Kiaie - Chief Compliance Officer
Location
Larkspur, CA
Summary
This page shows a list of all the recent 13F filings made by Litman Gregory Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Litman Gregory Wealth Management LLC reported 145 stock holdings with total value $1.34B as of Q3 2025. Top holdings included IVV, VOO, VEA, IDEV, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 145 $1.34B +$20.6M -$35.7M -$15.1M IVV, VOO, VEA, IDEV, VTI 13F-HR 10/16/2025, 11:18 AM
Q2 2025 138 $1.27B +$62.2M -$48.4M +$13.7M IVV, VOO, VEA, IDEV, VTI 13F-HR 7/23/2025, 06:03 AM
Q1 2025 138 $1.17B +$91.9M -$53M +$38.8M VOO, IVV, VEA, IDEV, VTI 13F-HR 5/2/2025, 02:21 PM
Q4 2024 136 $1.15B +$64.3M -$61.4M +$2.89M VOO, IVV, VEA, IDEV, VTI 13F-HR 1/23/2025, 08:42 PM
Q3 2024 139 $1.2B +$29.6M -$25.2M +$4.36M IVV, VOO, VEA, IDEV, VTI 13F-HR 10/22/2024, 11:40 AM
Q2 2024 133 $1.13B +$53.1M -$52.8M +$316K IVV, VOO, VEA, IDEV, VTI 13F-HR 7/30/2024, 01:37 PM
Q1 2024 131 $1.1B +$32.2M -$45M -$12.8M IVV, VOO, VEA, VTI, IDEV 13F-HR 5/3/2024, 06:03 AM
Q4 2023 119 $1.05B +$33.6M -$31.9M +$1.75M IVV, VOO, VEA, VWO, SPSB 13F-HR 1/31/2024, 04:44 PM
Q3 2023 122 $969M +$209M -$9.02M +$200M IVV, VOO, VWO, SPSB, VEA 13F-HR 10/23/2023, 02:05 PM
Q2 2023 80 $800M +$694M -$15.6M +$679M IVV, VOO, VWO, SPSB, VEA 13F-HR 8/9/2023, 11:07 AM
Q1 2023 40 $269M +$171M -$65.8M +$105M IVV, VTIP, AVUV, DIHP, BRKB 13F-HR 4/26/2023, 12:14 PM
Q4 2022 76 $715M +$70.9M -$18.4M +$52.4M IVV, VWO, VOO, SPSB, VEA 13F-HR 1/17/2023, 05:08 PM
Q3 2022 76 $625M +$71.3M -$49.3M +$22M IVV, VWO, SPSB, SCHP, VOO 13F-HR 10/12/2022, 07:15 PM
Q2 2022 86 $679M +$89M -$4.3M +$84.7M VWO, IVV, VEA, VOO, SCHP 13F-HR 7/21/2022, 10:28 AM
Q1 2022 55 $683M +$148M -$4.33M +$144M IVV, VWO, VEA, VOO, SCHP 13F-HR 5/4/2022, 09:35 AM
Q4 2021 79 $588M +$51.7M -$13.5M +$38.2M VWO, IVV, VEA, VTI, VOO 13F-HR 2/10/2022, 05:07 AM
Q3 2021 75 $531M +$6.69M $0 +$6.69M VWO, IVV, VEA, VTI, IWM 13F-HR 11/3/2021, 10:41 AM
Q2 2021 16 $22.3K $0 $0 DLY, SOR, NUBD, DBL, URTH 13F-HR 7/26/2021, 09:11 PM
Q1 2021 190 $511M +$7.94M -$62.3M -$54.3M VWO, IVV, VEA, VTI, IEF 13F-HR 5/10/2021, 03:40 PM
Q4 2020 187 $544M +$13.5M -$8.22M +$5.24M VWO, IVV, VEA, VTI, ITOT 13F-HR 2/4/2021, 05:13 PM
Q3 2020 202 $484M +$13.2M -$9.38M +$3.84M VWO, IVV, VEA, IEF, VTI 13F-HR 11/2/2020, 05:22 PM
Q2 2020 166 $453M +$44.8M -$51.4M -$6.56M VWO, IVV, VEA, IEF, ITOT 13F-HR 7/31/2020, 11:33 AM
Q1 2020 157 $398M +$51.1M -$17.6M +$33.5M IVV, VWO, VEA, VGK, IEF 13F-HR 4/28/2020, 11:28 AM
Q4 2019 203 $449M +$17.2M -$4.07M +$13.2M VWO, VEA, IVV, VGK, IEF 13F-HR 1/30/2020, 11:34 AM
Q3 2019 200 $409M +$42.6M -$7.52M +$35.1M VWO, VEA, IVV, VGK, IEF 13F-HR 11/6/2019, 02:54 PM
Q2 2019 231 $379M +$9.16M -$4.47M +$4.69M VWO, VEA, VGK, IVV, VTI 13F-HR 7/30/2019, 07:45 PM
Q1 2019 130 $367M +$9.43M -$1.93M +$7.51M VWO, VEA, VGK, IVV, VTI 13F-HR 4/30/2019, 01:01 PM
Q4 2018 145 $326M +$73.1M -$9.74M +$63.3M VWO, VEA, VGK, IVV, VTI 13F-HR 2/1/2019, 11:21 AM
Q3 2018 111 $296M +$51.2M -$10.4M +$40.8M VWO, VGK, VEA, VTI, IVV 13F-HR 11/15/2018, 10:25 AM
Q2 2018 92 $249M +$21.9M -$4.86M +$17M VGK, VWO, VEA, IVV, VTI 13F-HR 8/9/2018, 11:02 AM
Q1 2018 164 $245M +$31.5M -$842K +$30.7M VGK, VWO, VEA, IVV, VTI 13F-HR 5/7/2018, 04:31 PM
Q4 2017 71 $216M +$11.3M -$971K +$10.3M VGK, VWO, VEA, IVV, VTI 13F-HR 1/29/2018, 05:55 PM
Q3 2017 74 $205M +$21M -$445K +$20.6M VGK, VWO, VEA, IVV, VTI 13F-HR 11/9/2017, 01:08 PM
Q2 2017 50 $176M +$35.2M -$26.2M +$9.04M VGK, VWO, VEA, IVV, VTI 13F-HR 8/4/2017, 12:47 PM
Q1 2017 44 $161M +$6.29M -$1.23M +$5.06M VWO, HAUZ, VEA, VGK, VTI 13F-HR 5/9/2017, 12:36 PM
Q4 2016 42 $149M +$16.4M -$2.96M +$13.5M VWO, VEA, HAUZ, VGK, VTI 13F-HR 2/2/2017, 04:33 PM
Q3 2016 36 $137M +$7.29M -$1.68M +$5.62M VWO, HAUZ, VGK, VEA, VTI 13F-HR 11/10/2016, 03:11 PM
Q2 2016 32 $126M +$5.4M -$3.93M +$1.47M VWO, HAUZ, VGK, VEA, VTI 13F-HR 8/11/2016, 11:25 AM
Q1 2016 37 $127M +$8.52M -$21.7M -$13.2M VWO, HAUZ, VGK, VEA, VTI 13F-HR 5/11/2016, 03:46 PM
Q4 2015 24 $139M VWO, HAUZ, VGK, VTI, VEA 13F-HR 1/27/2016, 07:27 PM
Q3 2014 12 $74.4M +$47M -$18.5M +$28.5M BND, VCIT, VTI, VEA, VWO 13F-HR 11/12/2014, 08:15 AM
Q2 2014 19 $55.8M +$1.45M -$25.7M -$24.2M VWO, VEA, VTI, IVV, BOND 13F-HR 8/8/2014, 09:14 PM
Q1 2014 23 $83.1M +$8.59M -$6.26M +$2.34M VWO, VEA, VTI, BOND, IVV 13F-HR 4/25/2014, 03:16 PM
Q4 2013 25 $81M VWO, VTI, BOND, VEA, IVV 13F-HR 1/16/2014, 02:22 PM