Independence Wealth Advisors »

Litman Gregory Fds Tr shares owned by Independence Wealth Advisors

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

Historical chart of Independence Wealth 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 Independence Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Litman Gregory Fds Tr by Independence Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $6.9M 211k 32.53

More positions owned by Independence Wealth Advisors

Spdr Series Trust St Sho Treas Etf (SPTS)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Simplify Exchange Traded Fun Managed Futures (CTA)
Spdr Series Trust St Str P500etf (SPYM)
Select Sector Spdr Tr St Str Care Etf (XLV)
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Neos Etf Trust Nasdaq 100 High (QQQI)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Select Sector Spdr Tr St Str Discr Etf (XLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Independence Wealth Advisors

Top funds holding Litman Gregory Fds Tr

LPL Financial
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
TIAA Wealth Investment Management
Raymond James Financial
Bank of America Corporation
Parcion Private Wealth
Toroso Investments
Cardinal Point Capital Management, ULC
Beacon Pointe Advisors
Goldstein Advisors
Edge Wealth Management
Royal Bank of Canada
Farther Finance Advisors
New York Life Investment Management

View all funds holding Litman Gregory Fds Tr