Litman Gregory Wealth Management LLC quarter change: USA Stocks, Unchanged
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).
- ADP: Country of operation United States; Class COM; Shares 2025-09-30 3,732; Shares 2025-12-31 3,732.
- MRK: Country of operation United States; Class COM; Shares 2025-09-30 6,149; Shares 2025-12-31 6,149.
- KMB: Country of operation United States; Class COM; Shares 2025-09-30 4,900; Shares 2025-12-31 4,900.
- GLD: Country of operation United States; Class GOLD SHS; Shares 2025-09-30 2,042; Shares 2025-12-31 2,042.
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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