Litman Gregory Wealth Management LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Litman Gregory Wealth Management LLC opened 141 positions, added to 10, reduced 20, sold out of 0 and left 18 unchanged. The largest increase in value was BBHL (+$11,421,930); the largest decrease was POOL (-$3,262,683).
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2025-09-30 65,837; Shares 2025-12-31 63,792.
- POOL: Country of operation United States; Class COM; Shares 2025-09-30 10,891; Shares 2025-12-31 500.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2025-09-30 54,111; Shares 2025-12-31 51,879.
- ZTS: Country of operation United States; Class CL A; Shares 2025-09-30 30,207; Shares 2025-12-31 17,668.
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.
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