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Litman Gregory Fds Tr shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Litman Gregory Fds Tr (BDVG) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $22k 1.5k 14.27

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Top funds holding Litman Gregory Fds Tr

Branch Banking & Trust Company
Warren Averett Asset Management
Cambridge Investment Research Advisors
Berkshire Asset Management
Envestnet Asset Management
Citadel Advisors
CLS Investments
Advisor Group Holdings
Aptus Capital Advisors
SRS Capital Advisors
UBS Group

View all funds holding Litman Gregory Fds Tr