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Litman Gregory Fds Tr shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Litman Gregory Fds Tr by IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 536k 27.31
2025-06-30 $11M 415k 25.73
2025-03-31 $8.7M 346k 25.26

More positions owned by IAG Wealth Partners

Jpmorgan Active MF Closed and MF Open (JBND)
Spdr Portfolio MF Closed and MF Open (SPLG)
Goldman Sachs MF Closed and MF Open (GSLC)
Nyli Mackay MF Closed and MF Open (MMIT)
Avantis Intl MF Closed and MF Open (AVIV)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (DIVB)
Wisdomtree U S MF Closed and MF Open (DON)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Simplify Managed MF Closed and MF Open (CTA)
Pgim Ultra MF Closed and MF Open (PULS)
Invesco Large MF Closed and MF Open (PWV)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

Top funds holding Litman Gregory Fds Tr

LPL Financial
Morgan Stanley
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
Summit Wealth & Retirement Planning

View all funds holding Litman Gregory Fds Tr