Litman Gregory Wealth Management LLC current holdings: USA Options
Litman Gregory Wealth Management LLC reported $0.00 billion in put and call options, at their filed underlying value (listed in the US), 1 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are SPY.
- SPY: Country of operation —; Class CALL · Call; Shares $2,800; Value $1,909,376.
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.
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 |