Litman Gregory Asset Management »

Advisors Inner Circle Fd Iii shares owned by Litman Gregory Asset Management

Quarter-by-quarter ownership of Advisors Inner Circle Fd Iii (GQGU) shares owned by Litman Gregory Asset Management from 13F filings

Historical chart of Litman Gregory Asset Management investment in Advisors Inner Circle Fd Iii

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle Fd Iii held by Litman Gregory Asset Management 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 Advisors Inner Circle Fd Iii by Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 700 24.55

More positions owned by Litman Gregory Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Litman Gregory Asset Management

Top funds holding Advisors Inner Circle Fd Iii

Tectonic Advisors
Cambridge Associates
Legacy Advisors
Raymond James Financial
Wealth Enhancement Advisory Services
Evoke Wealth
BKD Wealth Advisors
Warren Averett Asset Management
IFP Advisors
Essex Financial Services
Opal Wealth Advisors
Pittenger & Anderson
Royal Bank of Canada
Elyxium Wealth
TPG Advisors

View all funds holding Advisors Inner Circle Fd Iii