Current Market Value 1,271,610,581
Current Holdings 138
Most Recent File Date 2025-07-23
Total Filings on Record 45
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Litman Gregory Asset Management LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-23 2025-06-30 13F-HR 138 1,271,611
2025-05-02 2025-03-31 13F-HR 138 1,165,955
2025-01-24 2024-12-31 13F-HR 136 1,153,820
2024-10-22 2024-09-30 13F-HR 139 1,196,237
2024-07-30 2024-06-30 13F-HR 133 1,127,284
2024-05-03 2024-03-31 13F-HR 131 1,102,768
2024-01-31 2023-12-31 13F-HR 119 1,053,964
2023-10-23 2023-09-30 13F-HR 122 969,153
2023-08-09 2023-06-30 13F-HR 82 801,205
2023-04-26 2023-03-31 13F-HR 40 268,561
2023-01-18 2022-12-31 13F-HR 78 715,875
2022-10-13 2022-09-30 13F-HR 78 625,337
2022-07-21 2022-06-30 13F-HR 88 679,761
2022-05-04 2022-03-31 13F-HR 55 683,449
2022-02-10 2021-12-31 13F-HR 79 588,634
2021-11-03 2021-09-30 13F-HR 75 531,249
2021-07-27 2021-06-30 13F-HR 76 535,747
2021-05-10 2021-03-31 13F-HR 190 510,623
2021-02-05 2020-12-31 13F-HR 191 544,156
2020-11-03 2020-09-30 13F-HR 206 483,948
2020-07-31 2020-06-30 13F-HR 173 452,997
2020-04-28 2020-03-31 13F-HR 164 397,673
2020-01-30 2019-12-31 13F-HR 207 449,265
2019-11-06 2019-09-30 13F-HR 224 408,770
2019-07-31 2019-06-30 13F-HR 240 378,954
2019-04-30 2019-03-31 13F-HR 132 367,256
2019-02-01 2018-12-31 13F-HR 151 325,685
2018-11-15 2018-09-30 13F-HR 112 296,526
2018-08-09 2018-06-30 13F-HR 94 253,889
2018-05-07 2018-03-31 13F-HR 167 245,414
2018-01-29 2017-12-31 13F-HR 73 332,475
2017-11-09 2017-09-30 13F-HR 74 204,910
2017-08-04 2017-06-30 13F-HR 50 175,861
2017-05-09 2017-03-31 13F-HR 44 161,454
2017-02-02 2016-12-31 13F-HR 42 148,791
2016-11-10 2016-09-30 13F-HR 36 137,477
2016-08-11 2016-06-30 13F-HR 32 125,886
2016-05-11 2016-03-31 13F-HR 37 126,516
2016-01-28 2015-12-31 13F-HR 24 138,779
2014-11-12 2014-09-30 13F-HR 12 74,352
2014-08-11 2014-06-30 13F-HR 19 55,829
2014-04-25 2014-03-31 13F-HR 23 83,050
2014-01-16 2013-12-31 13F-HR 26 81,120
2013-11-08 2013-09-30 13F-HR 10 83,297
2013-08-13 2013-06-30 13F-HR 13 89,654