Litman Gregory Wealth Management LLC
Annual return '25
-11.2%
SPY '25
+17.7%
Alpha
-28.9ptsvs SPY
Invested
$4.2B
Holdings
6
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GRAB
Grab Holdings Limited
Held since at least Q1 2024
63.9%
02
$AUR
Aurora Innovation,Inc.
Held since at least Q1 2024
29.9%
03
$LCID
Lucid Group, Inc.
Held since at least Q1 2024
3.5%
04
$JOBY
Joby Aviation, Inc.
Held since at least Q1 2024
2.3%
05
$SERV
Serve Robotics Inc.
Held since at least Q1 2024
0.5%
06
$MQ
Marqeta, Inc.
Held since at least Q1 2024
0.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.