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Litman Gregory Fds Tr shares owned by Beacon Capital Management

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Beacon Capital Management from 13F filings

Historical chart of Beacon Capital Management investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Beacon Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.5M 162k 28.06
2025-09-30 $6.5M 239k 27.31

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Vanguard World Financials Etf (VFH)
Vanguard World Industrial Etf (VIS)
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Vanguard World Utilities Etf (VPU)
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Vanguard World Energy Etf (VDE)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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View all positions for Beacon Capital Management

Top funds holding Litman Gregory Fds Tr

LPL Financial
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Toroso Investments
Parcion Private Wealth
Raymond James Financial
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Farther Finance Advisors
Concurrent Investment Advisors
Resources Investment Advisors

View all funds holding Litman Gregory Fds Tr