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Litman Gregory Fds Tr shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors investment in Litman Gregory Fds Tr

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All positions including Litman Gregory Fds Tr held by Octavia 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 7.6k 28.06
2025-03-31 $211k 8.4k 25.26

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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