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Litman Gregory Fds Tr shares owned by Navis Wealth Advisors

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

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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $490k 16k 30.15

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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
Parcion Private Wealth
Bank of America Corporation
Raymond James Financial
Toroso Investments
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Royal Bank of Canada

View all funds holding Litman Gregory Fds Tr