Litman Gregory Wealth Management LLC
Top Portfolio Positions
200 positions ·
$251,933,575 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
114,311 | $31,076,588 | 12.34% | |
| MSFT |
Microsoft Corp
Technology
|
39,818 | $19,256,781 | 7.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
28,862 | $19,051,517 | 7.56% | |
| V |
Visa Inc.
Financial Services
|
46,768 | $16,402,005 | 6.51% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
51,879 | $16,238,127 | 6.45% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
51,191 | $15,556,432 | 6.17% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
2,512 | $13,452,589 | 5.34% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
190,309 | $11,110,239 | 4.41% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
27,784 | $10,650,162 | 4.23% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
123,807 | $10,554,546 | 4.19% |
Portfolio Trend
24 quarters · across all stocks
Holdings in TSI
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $80,028 | 16,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $79,704 | 16,200 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $79,056 | 16,200 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $78,732 | 16,200 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $77,922 | 16,200 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $83,106 | 16,200 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $76,788 | 16,200 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $77,922 | 16,200 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $74,358 | 16,200 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $74,196 | 16,200 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $75,006 | 16,200 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $74,844 | 16,200 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $76,464 | 16,200 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $78,246 | 16,200 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $93,474 | 16,200 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $92,988 | 16,200 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $95,998 | 16,216 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $92,178 | 16,200 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $92,178 | 16,200 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $91,044 | 16,200 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $88,452 | 16,200 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $83,754 | 16,200 | Shares | Sole | 2020-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||