Litman Gregory Wealth Management LLC current holdings: Foreign Stocks
Litman Gregory Wealth Management LLC reported $0.02 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 7 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are TSM, UL, NVS.
- TSM: Country of operation —; Class SPONSORED ADS; Shares 51,191; Value $15,556,557.
- UL: Country of operation —; Class SPON ADR NEW; Shares 2,048; Value $133,940.
- NVS: Country of operation —; Class SPONSORED ADR; Shares 470; Value $64,799.
- SHEL: Country of operation —; Class SPON ADS; Shares 500; Value $36,740.
Form 13F-HR as filed (SEC CIK 1551867): quarter ended 2025-12-31, filed 2026-02-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | United States | $1.366B | 110 |
| CFS Investment Advisory Services, LLC | United States | $1.370B | 330 |
| BloombergSen Inc. | Canada | $1.371B | 29 |
| Opti Capital Management, LP | United States | $1.372B | 43 |
| Stone Ridge Holdings Group LP | United States | $1.372B | 14 |
| LANSDOWNE PARTNERS (UK) LLP | United Kingdom | $1.364B | 71 |
| First Long Island Investors, LLC | United States | $1.363B | 74 |
| Galileo (PTC) Ltd | United States | $1.373B | 4 |
| Nicholas Investment Partners, LP | United States | $1.373B | 205 |
| Stony Point Capital LLC | United States | $1.363B | 32 |