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Litman Gregory Fds Tr shares owned by Strive Financial Group

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

Historical chart of Strive Financial Group investment in Litman Gregory Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Litman Gregory Fds Tr held by Strive Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Litman Gregory Fds Tr by Strive Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $360k 12k 30.13
2025-12-31 $287k 10k 28.06

More positions owned by Strive Financial Group

Call Nvidia Corp $150 Exp 05/15/26 Option Equity Call Option (NVDA)
Call Eli Lilly And Co $800 Exp 05/15/26 Option Equity Call Option (LLY)
Call Alphabet Inc $315 Exp 05/15/26 Option Equity Call Option (GOOG)
Call Taiwan Semiconducto$270 Exp 07/17/26 Option Equity Call Option (TSM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Vanguard Mid-cap Index Fund Etf Shares Uit Exchange Traded (VO)
Call Amazon.com Inc $217.5 Exp 04/17/26 Option Equity Call Option (AMZN)
Apple Common Stock (AAPL)
Call C H Robinson Worldw$135 Exp 08/21/26 Option Equity Call Option (CHRW)
Meta Platforms Inc Class Class A Common Stock (META)
Alphabet Inc Class Class A Common Stock (GOOGL)
Call The Coca-cola Co $70 Exp 04/17/26 Option Equity Call Option (KO)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Call Donaldson Inc $80 Exp 05/15/26 Option Equity Call Option (DCI)

View all positions for Strive Financial Group

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