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Litman Gregory Fds Tr shares owned by Congress Asset Management

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

Historical chart of Congress Asset Management investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Congress Asset 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 Congress Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 51k 30.61

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Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
TIAA Wealth Investment Management
Northwestern Mutual Wealth Management Company
Flow Traders US
Raymond James Financial
Parcion Private Wealth
Bank of America Corporation
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Farther Finance Advisors

View all funds holding Litman Gregory Fds Tr