Legacy Capital Group California »

Litman Gregory Fds Tr shares owned by Legacy Capital Group California

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

Historical chart of Legacy Capital Group California investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 46k 27.31
2025-06-30 $1.2M 46k 25.73
2025-03-31 $1.1M 45k 25.26
2024-12-31 $1.9M 73k 26.16

More positions owned by Legacy Capital Group California

Apple (AAPL)
NVIDIA Corporation (NVDA)
Rubrik Cl A (RBRK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
JPMorgan Chase & Co. (JPM)
Oklo Com Cl A (OKLO)
Victory Portfolios Ii Shares Free Cash (VFLO)
International Business Machines (IBM)

View all positions for Legacy Capital Group California

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