Signet Private Wealth »

Litman Gregory Fds Tr shares owned by Signet Private Wealth

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

Historical chart of Signet Private Wealth investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Signet Private Wealth 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 Signet Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $369k 12k 30.15

More positions owned by Signet Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust State Street Spd (BIL)
Global X Fds S&p 500 Catholic (CATH)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Acwi Ex Us (ACWX)

View all positions for Signet Private Wealth

Top funds holding Litman Gregory Fds Tr

LPL Financial
Tiaa Trust, National Association
Northwestern Mutual Wealth Management Company
Toroso Investments
Parcion Private Wealth
Raymond James Financial
Cardinal Point Capital Management, ULC
Litman Gregory Asset Management
Edge Wealth Management
Goldstein Advisors
Savant Capital Management
Potomac Fund Management
Envestnet Asset Management
Farther Finance Advisors
Concurrent Investment Advisors

View all funds holding Litman Gregory Fds Tr