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Litman Gregory Fds Tr shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Litman Gregory Fds Tr

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

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Quarterly reported holdings in Litman Gregory Fds Tr by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.2M 201k 25.73
2025-03-31 $5.4M 213k 25.10
2024-12-31 $5.0M 190k 26.16

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Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

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