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Litman Gregory Fds Tr shares owned by Hudson Oak Wealth Advisory

Quarter-by-quarter ownership of Litman Gregory Fds Tr (DBMF) shares owned by Hudson Oak Wealth Advisory from 13F filings

Historical chart of Hudson Oak Wealth Advisory investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Hudson Oak Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Hudson Oak Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $458k 16k 28.06

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View all positions for Hudson Oak Wealth Advisory

Top funds holding Litman Gregory Fds Tr

LPL Financial
Northwestern Mutual Wealth Management Company
Parcion Private Wealth
Raymond James Financial
Litman Gregory Asset Management
Cardinal Point Capital Management, ULC
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Toroso Investments
Resources Investment Advisors
Envestnet Asset Management
Austin Wealth Management
Rockland Trust
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr