Litman Gregory Wealth Management LLC quarter change: Foreign Everything Else, Reduced
In partnership units, exchange-traded notes and anything else (depositary receipts and foreign shares traded over the counter), from the quarter ended 2025-09-30 to 2025-12-31, Litman Gregory Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1551867): 2025-09-30 (filed 2025-10-16) and 2025-12-31 (filed 2026-02-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
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 |