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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Litman Gregory Wealth Management LLC

Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001214659-26-001595

Total Value
$1.37B
Positions
357
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (357)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200220,538$151.1M11.04%
2VANGUARD INDEX FDS922908363226,423$142.0M10.38%
3VANGUARD TAX-MANAGED FDS9219438581,583,314$98.9M7.23%
4ISHARES TR46435G3261,195,549$98.6M7.21%
5VANGUARD INDEX FDS922908769249,749$83.7M6.12%
6ISHARES INC46434G103670,474$45.1M3.29%
7VANGUARD INTL EQUITY INDEX F922042858751,034$40.4M2.95%
8ISHARES TR464287507604,315$39.9M2.92%
9ISHARES TR46434V621503,026$34.9M2.55%
10VANGUARD INDEX FDS922908629108,331$31.4M2.30%
11LITMAN GREGORY FDS TR53700T8271,114,037$31.3M2.29%
12APPLE INCAAPL114,311$31.1M2.27%
13VANGUARD BD INDEX FDS921937835285,989$21.2M1.55%
14VANGUARD SCOTTSDALE FDS92206C73066,031$20.4M1.49%
15ALPHABET INCGOOG63,792$20.0M1.46%
16MICROSOFT CORPMSFT39,818$19.3M1.41%
17META PLATFORMS INCMETA28,862$19.1M1.39%
18ISHARES TR464287150122,226$18.2M1.33%
19ISHARES TR46428765570,345$17.3M1.27%
20ISHARES TR464287226165,573$16.5M1.21%
21VISA INCV46,768$16.4M1.20%
22SPDR SERIES TRUST78464A474538,923$16.3M1.19%
23ALPHABET INCGOOG51,879$16.2M1.19%
24ISHARES TR464287465164,497$15.8M1.15%
25TAIWAN SEMICONDUCTOR MFG LTD87403910051,191$15.6M1.14%
26TCW ETF TRUST29287L106176,249$14.1M1.03%
27ISHARES TR464287804112,039$13.5M0.98%
28BOOKING HOLDINGS INCBKNG2,512$13.5M0.98%
29ISHARES TR46435G516126,386$12.0M0.88%
30BBH TR05528C675708,552$11.4M0.84%
31PAYPAL HLDGS INCPYPL190,309$11.1M0.81%
32MOTOROLA SOLUTIONS INCMSI27,784$10.6M0.78%
33EDWARDS LIFESCIENCES CORPEW123,807$10.6M0.77%
34VANGUARD SCOTTSDALE FDS92206C664103,508$10.3M0.75%
35TRACTOR SUPPLY COTSCO203,675$10.2M0.74%
36VANGUARD SPECIALIZED FUNDS92190884439,845$8.8M0.64%
37SSGA ACTIVE ETF TR78467V848175,958$7.1M0.52%
38ISHARES TR46428762218,802$7.0M0.51%
39SPDR S&P 500 ETF TRSPY10,008$6.8M0.50%
40VANGUARD WORLD FD92191081616,230$6.7M0.49%
41COPART INCCPRT170,061$6.7M0.49%
42S&P GLOBAL INCSPGI12,739$6.7M0.49%
43ISHARES TR46435U663134,653$6.2M0.45%
44ISHARES TR46428744064,206$6.2M0.45%
45ISHARES TR46436E551135,948$6.1M0.44%
46CDW CORPCDW39,120$5.3M0.39%
47ISHARES TR46428857040,142$5.2M0.38%
48UNITED RENTALS INCURI6,042$4.9M0.36%
49OREILLY AUTOMOTIVE INC67103H10749,379$4.5M0.33%
50UNITEDHEALTH GROUP INCUNH12,316$4.1M0.30%
51CHUBB LIMITEDCB12,874$4.0M0.29%
52VANGUARD INDEX FDS92290874419,405$3.7M0.27%
53AMAZON COM INCAMZN15,635$3.6M0.26%
54ISHARES INC46434G86374,667$3.3M0.24%
55INVESCO QQQ TRIVZ4,256$2.6M0.19%
56ISHARES TR46432F84229,006$2.6M0.19%
57ISHARES TR46428749925,653$2.5M0.18%
58NVIDIA CORPORATIONNVDA13,005$2.4M0.18%
59INVESCO EXCHANGE TRADED FD TIVZ11,816$2.3M0.17%
60ZOETIS INCZTS17,668$2.2M0.16%
61OLD DOMINION FREIGHT LINE INODFL14,085$2.2M0.16%
62ISHARES TR46428767112,278$2.1M0.15%
63ISHARES TR46428880214,656$2.0M0.15%
64VANGUARD INTL EQUITY INDEX F92204277527,737$2.0M0.15%
65SPDR S&P 500 ETF TRSPY2,800$1.9M0.14%
66ISHARES TR4642875987,853$1.7M0.12%
67SCHWAB STRATEGIC TR80852487061,635$1.6M0.12%
68CAPITAL GROUP DIVIDEND VALUE14020W10634,638$1.5M0.11%
69ISHARES TR4642871014,383$1.5M0.11%
70ISHARES INC4642863927,947$1.5M0.11%
71NUSHARES ETF TRNU64,224$1.4M0.10%
72VANGUARD INDEX FDS92290855316,011$1.4M0.10%
73ISHARES TR46428723425,086$1.4M0.10%
74ISHARES TR46428766313,253$1.4M0.10%
75ISHARES TR46428777014,385$1.3M0.10%
76ISHARES TR46429B66310,177$1.2M0.09%
77ISHARES TR46435U85333,043$1.2M0.09%
78US BANCORP DELUSB-PS22,900$1.2M0.09%
79JPMORGAN CHASE & CO.VYLD3,738$1.2M0.09%
80PFIZER INCPFE44,398$1.1M0.08%
81AMERICAN ELEC PWR CO INC0255371018,350$962,8390.07%
82AUTOMATIC DATA PROCESSING INADP3,732$959,9830.07%
83SPDR GOLD TRGLD2,042$809,2660.06%
84SCHWAB STRATEGIC TR80852473022,046$794,9670.06%
85BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.06%
86VANGUARD INTL EQUITY INDEX F9220427425,170$729,2810.05%
87J P MORGAN EXCHANGE TRADED F46641Q1679,827$704,8080.05%
88ISHARES TR4642877213,346$668,1300.05%
89DIMENSIONAL ETF TRUST25434V4018,980$666,0420.05%
90MERCK & CO INCMRK6,149$647,2440.05%
91SCHWAB STRATEGIC TR80852478922,445$596,3620.04%
92SCHWAB STRATEGIC TR80852477121,404$582,3970.04%
93ISHARES TR4642873094,700$579,3220.04%
94ISHARES TR46434V7388,115$576,0030.04%
95SCHWAB STRATEGIC TR80852460719,635$559,2050.04%
96PIMCO ETF TR72201R58519,498$520,2030.04%
97ISHARES TR4642871683,685$520,1010.04%
98SPDR S&P MIDCAP 400 ETF TRMDY852$513,9950.04%
99AT&T INCT-PC20,160$500,7750.04%
100KIMBERLY-CLARK CORPKMB4,900$494,3610.04%
101KORN FERRYKFY7,473$493,3680.04%
102WISDOMTREE TRWT7,000$481,3200.04%
103SELECT SECTOR SPDR TR81369Y50610,078$450,5880.03%
104VERIZON COMMUNICATIONS INCVZ10,742$437,5220.03%
105DBX ETF TR2330518539,109$437,2320.03%
106CALAMOS STRATEGIC TOTAL RETUCSQ22,500$432,0000.03%
107SPDR INDEX SHS FDS78463X5416,766$420,4400.03%
108BRISTOL-MYERS SQUIBB COCELG-RI7,540$406,7080.03%
109VANGUARD INDEX FDS9229087511,563$403,1760.03%
110VANGUARD BD INDEX FDS9219378275,055$398,3850.03%
111SCHWAB STRATEGIC TR80852420113,853$372,7720.03%
112DIMENSIONAL ETF TRUST25434V8077,255$362,0090.03%
113INTERNATIONAL BUSINESS MACHSINTR1,222$361,9690.03%
114PROSHARES TR74349Y7539,500$342,2690.03%
115FIRST SOLAR INCFSLR1,300$339,5990.02%
116ISHARES TR464287614706$333,9780.02%
117JOHNSON & JOHNSONJNJ1,610$333,1900.02%
118ISHARES TR46435U5496,947$332,4140.02%
119DIMENSIONAL ETF TRUST25434V5004,740$330,2350.02%
120SCHWAB STRATEGIC TR80852486212,875$313,7640.02%
121VANGUARD INTL EQUITY INDEX F9220428743,742$312,8690.02%
122WALMART INCWMT2,717$302,7010.02%
123MCDONALDS CORPMCD976$298,2950.02%
124SSGA ACTIVE TR78470P63010,812$297,2260.02%
125MARSH & MCLENNAN COS INC5717481021,589$294,7450.02%
126ISHARES TR46435G4251,914$285,1320.02%
127TORONTO DOMINION BK ONTTORO3,000$282,6000.02%
128TEXAS PACIFIC LAND CORPORATITPL975$280,0400.02%
129ISHARES TR4642874573,350$277,4470.02%
130DUKE ENERGY CORP NEWDUKB2,353$275,7960.02%
131ISHARES INC46434G7643,703$269,1350.02%
132ELI LILLY & COLLY250$268,6700.02%
133ADVANCED MICRO DEVICES INCAMD1,225$262,3460.02%
134SELECT SECTOR SPDR TR81369Y3083,288$255,4120.02%
135ISHARES TR4642874081,185$251,2780.02%
136ALTRIA GROUP INCMO4,307$248,3420.02%
137VANGUARD MUN BD FDS9229077464,602$231,4350.02%
138ISHARES TR4642885132,860$230,6020.02%
139SCHWAB STRATEGIC TR8085247554,982$225,2480.02%
140VANGUARD INDEX FDS9229086521,033$222,9150.02%
141RTX CORPORATIONRTX1,186$217,5130.02%
142ADVISORS SER TR00770X2125,301$217,0310.02%
143TCW ETF TRUST29287L7005,230$207,1080.02%
144VANGUARD INDEX FDS922908611971$205,6360.02%
145VANGUARD INDEX FDS922908736416$203,0860.01%
146EXXON MOBIL CORPXOM1,628$195,9140.01%
147NETAPP INCNTAP1,814$194,2620.01%
148AMERICAN EXPRESS COAXP525$194,2240.01%
149SCHWAB STRATEGIC TR8085247976,976$191,3540.01%
150PEPSICO INCPEP1,300$186,5760.01%
151SCHWAB STRATEGIC TR8085247635,680$178,9810.01%
152AMEREN CORPAEE1,750$174,7550.01%
153CONSOLIDATED EDISON INCED1,750$173,8100.01%
154KINDER MORGAN INC DELEP-PC6,180$169,8890.01%
155MANULIFE FINL CORP56501R1064,500$163,2600.01%
156ANNALY CAPITAL MANAGEMENT INNLY-PJ7,125$159,3150.01%
157LOWES COS INC548661107658$158,6840.01%
158COSTCO WHSL CORP NEW22160K105184$158,6710.01%
159STARBUCKS CORPSBUX1,822$153,4310.01%
160ANALOG DEVICES INCADI539$146,1770.01%
161ISHARES TR4642885052,239$145,5640.01%
162ISHARES TR46436E7591,816$136,4910.01%
163VANGUARD BD INDEX FDS9219378191,750$136,2900.01%
164UNILEVER PLCUNLYF2,048$133,9400.01%
165J P MORGAN EXCHANGE TRADED F46641Q3082,193$133,1740.01%
166WISDOMTREE TRWT3,470$131,9210.01%
167VANGUARD WORLD FD92204A702175$131,9120.01%
168AFLAC INCAFL1,192$131,4420.01%
169ABBOTT LABSABLZF1,037$129,8880.01%
170VANGUARD INDEX FDS922908512725$128,5160.01%
171INVESCO EXCHANGE TRADED FD TIVZ2,695$123,6740.01%
172PHILIP MORRIS INTL INC718172109763$122,3860.01%
173ISHARES TR4642878121,809$121,0590.01%
174THERMO FISHER SCIENTIFIC INCTMO208$120,5260.01%
175UNION PAC CORPUNP500$115,6600.01%
176POOL CORPPOOL500$114,3750.01%
177PALO ALTO NETWORKS INCPANW600$110,5200.01%
178FIRST TR EXCHANGE-TRADED FD3369171092,460$109,0770.01%
179BOEING COBA-PA500$108,5600.01%
180J P MORGAN EXCHANGE TRADED F46641Q1592,248$104,0560.01%
181ISHARES TR46432F339515$102,2690.01%
182PIMCO ETF TR72201R5933,675$101,3940.01%
183SENTINELONE INCS6,750$101,2500.01%
184SELECT SECTOR SPDR TR81369Y803690$99,3400.01%
185L3HARRIS TECHNOLOGIES INCLHX321$94,2360.01%
186NUSHARES ETF TRNU2,000$89,3000.01%
187KKR & CO INCKKRT694$88,4720.01%
188ILLINOIS TOOL WKS INC452308109357$87,9300.01%
189BLACKROCK INCBLK81$86,6980.01%
190CHEVRON CORP NEWCVX564$85,9600.01%
191ISHARES TR464288414800$85,6880.01%
192KRAFT HEINZ COKHC3,500$84,8750.01%
193CISCO SYS INCCSCO1,077$82,9620.01%
194METLIFE INCMET-PF1,050$82,8870.01%
195ISHARES TR464288885723$82,3310.01%
196VANGUARD WORLD FD92204A405600$80,0940.01%
197TCW STRATEGIC INCOME FD INC87234010416,200$80,0280.01%
198VANGUARD INDEX FDS922908595261$78,8510.01%
199AMGEN INCAMGN236$77,2460.01%
200ISHARES TR46435G2433,045$76,8560.01%
201LINDE PLCLIN179$76,3240.01%
202PAYCHEX INCPAYX651$73,0300.01%
203VANGUARD WORLD FD92204A306572$72,0270.01%
204WW GRAINGER INC38480210471$71,6430.01%
205EMERSON ELEC COEMR532$70,6080.01%
206ACCENTURE PLC IRELANDACN260$69,7580.01%
207SPDR SERIES TRUST78464A8471,200$69,4920.01%
208GENERAL DYNAMICS CORPGD204$68,6790.01%
209PHILLIPS 66PSX524$67,6170.00%
210NORFOLK SOUTHN CORP655844108231$66,6950.00%
211NOVARTIS AGNVSEF470$64,7990.00%
212GOLDMAN SACHS ETF TRNVGLF489$64,7290.00%
213ISHARES TR464287788502$64,7230.00%
214J P MORGAN EXCHANGE TRADED F46641Q3321,124$64,3380.00%
215MURPHY USA INCMUSA159$64,1600.00%
216RIVIAN AUTOMOTIVE INCRIVN3,250$64,0580.00%
217COHEN & STEERS LTD DURATION19248C1053,000$63,5100.00%
218SCHWAB STRATEGIC TR8085247061,939$63,5030.00%
219DELL TECHNOLOGIES INCDELL500$62,9400.00%
220VANGUARD WHITEHALL FDS921946406435$62,4320.00%
221NEXTERA ENERGY INCNEE-PW774$62,1370.00%
222BANK AMERICA CORP0605051041,055$58,0250.00%
223QUALCOMM INCQCOM339$57,9860.00%
224DISNEY WALT CO254687106500$56,8850.00%
225BLUEROCK PVT REAL ESTATE FD09631P1023,755$56,3250.00%
226TESLA INCTSLA125$56,2150.00%
227ISHARES TR464287473392$55,2920.00%
228AIR PRODS & CHEMS INCAIIR220$54,3450.00%
229VANGUARD INDEX FDS922908637172$54,1460.00%
230SPDR SERIES TRUST78464A2842,110$52,6240.00%
231SCHWAB STRATEGIC TR8085248052,186$52,5520.00%
232WELLS FARGO CO NEW949746101555$51,7260.00%
233PROSHARES TR74349Y8371,682$50,8000.00%
234HARBOR ETF TRUST41151J5051,990$49,3920.00%
235WEC ENERGY GROUP INCWEC464$48,9340.00%
236ISHARES TR464288869294$46,3640.00%
237SS&C TECHNOLOGIES HLDGS INCSSNC500$43,7100.00%
238ATLASSIAN CORPORATIONTEAM260$42,1570.00%
239ISHARES TR464287705313$41,1880.00%
240ISHARES TR464288877574$40,9890.00%
241T ROWE PRICE ETF INC87283Q8671,043$39,8640.00%
242UBER TECHNOLOGIES INCUBER485$39,6300.00%
243SHELL PLCRYDAF500$36,7400.00%
244FIDELITY COVINGTON TRUST316092113944$36,0250.00%
245OKLO INCOKLO500$35,8800.00%
246CITIGROUP INCC-PR295$34,4240.00%
247FLAGSTAR BANK NATIONAL ASSOCFLG-PU2,666$33,5650.00%
248SCHWAB STRATEGIC TR808524748746$33,2350.00%
249NIKE INCNKE504$32,1100.00%
250FACTSET RESH SYS INC303075105109$31,6310.00%
251PIMCO ETF TR72201R304610$31,5680.00%
252CORNING INCGLW351$30,7340.00%
253FIRST BUSEY CORPBUSEP1,250$29,7380.00%
254DARLING INGREDIENTS INCDAR796$28,6560.00%
255ABBVIE INCABBV122$27,8760.00%
256SPROTT ASSET MANAGEMENT LPSII659$25,9850.00%
257PROCTER AND GAMBLE CO742718109178$25,5100.00%
258ISHARES TR464287606256$24,8020.00%
259BLACKROCK ETF TRUST IIBLK1,111$24,6940.00%
260INVESCO EXCH TRD SLF IDX FDIVZ400$24,4520.00%
261SCHWAB STRATEGIC TR808524888535$24,3590.00%
262TCW ETF TRUST29287L205253$24,3280.00%
263ISHARES TR464288703345$23,6330.00%
264ISHARES TR46436E767407$23,4360.00%
265ISHARES GOLD TRIAU287$23,2960.00%
266DANAHER CORPORATION235851102101$23,1210.00%
267GOLDMAN SACHS GROUP INCGSCE26$22,8540.00%
268ALLY FINL INC02005N100499$22,6000.00%
269FLEXSHARES TRFLEX447$20,4950.00%
270NEW JERSEY RES CORPNJR438$20,2010.00%
271JOHNSON CTLS INTL PLCG51502105167$19,9990.00%
272FIRST TR EXCHANGE-TRADED FD33734H106425$19,5840.00%
273PACIRA BIOSCIENCES INCPCRX750$19,4100.00%
274NATIONAL GRID PLCNMPWP250$19,3380.00%
275TEXAS INSTRS INC882508104110$19,0840.00%
276ADVISORS INNER CIRCLE FD III00775Y256700$17,1850.00%
277VANGUARD ADMIRAL FDS INC92193250538$16,8950.00%
278FORD MTR CO3453708601,250$16,4000.00%
279AGNC INVT CORP00123Q1041,500$16,0800.00%
280AVERY DENNISON CORPAVY80$14,5510.00%
281FIDELITY COVINGTON TRUST31609A404387$14,1680.00%
282SPDR INDEX SHS FDS78463X509300$14,0430.00%
283VANGUARD ADMIRAL FDS INC92193270368$13,9300.00%
284COCA COLA COKO199$13,9130.00%
285SPDR SERIES TRUST78468R739259$12,4300.00%
286MAGNUM ICE CREAM CO NVMICC460$7,2910.00%
287SCHWAB STRATEGIC TR808524300216$7,0460.00%
288ETSY INCETSY125$6,9300.00%
289ALCON AGALC80$6,3050.00%
290BROADCOM INCAVGO15$5,1920.00%
291GRAIL INCGRAL50$4,2800.00%
292ALBEMARLE CORPALB-PA25$3,5360.00%
293BLOCK INCBSQKZ50$3,2550.00%
294TARGET CORPTGT33$3,2260.00%
295ARGAN INCAGX10$3,1340.00%
296WILLIAMS COS INC96945710050$3,0060.00%
297BROADSTONE NET LEASE INCBNL150$2,6060.00%
298CROWDSTRIKE HLDGS INCCRWD5$2,3440.00%
299ELEVRA LITHIUM LTDSYAXF43$2,2610.00%
300SELECT SECTOR SPDR TR81369Y88650$2,1350.00%
301QUANTA SVCS INC74762E1025$2,1110.00%
302NUTRIEN LTDNTR30$1,8520.00%
303VIATRIS INCVTRS145$1,8060.00%
304PARKER-HANNIFIN CORPPH2$1,7580.00%
305ORACLE CORPORCL-PD9$1,7550.00%
306W & T OFFSHORE INCWTI1,000$1,6300.00%
307ADVISORSHARES TR00768Y412100$1,6020.00%
308AURINIA PHARMACEUTICALS INCAUPH100$1,5950.00%
309GE AEROSPACE3696043015$1,5410.00%
310LOCKHEED MARTIN CORPLMT3$1,4520.00%
311B2GOLD CORPBTG311$1,4030.00%
312HOME DEPOT INCHD4$1,3770.00%
313HEICO CORP NEWHEI-A4$1,2950.00%
314CITIZENS FINL GROUP INCCIA22$1,2860.00%
315TRUIST FINL CORP89832Q10924$1,1820.00%
316WARBY PARKER INCWRBY50$1,0900.00%
317BIGBEAR AI HLDGS INCBBAI-WT200$1,0800.00%
318FLUTTER ENTMT PLCG3643J1085$1,0760.00%
319NCR VOYIX CORPORATIONNCRRP100$1,0200.00%
320SOUNDHOUND AI INCSOUNW100$9970.00%
321HEARTBEAM INCBEATW400$9600.00%
322ARK ETF TR00214Q70820$9530.00%
323CVS HEALTH CORPCVS12$9530.00%
324SPDR SERIES TRUST78464A35910$8920.00%
325SAMSARA INCIOT25$8870.00%
326SUPER MICRO COMPUTER INCSMCI30$8790.00%
327EVERSOURCE ENERGYES13$8760.00%
328SUMMIT THERAPEUTICS INCSMMT50$8750.00%
329MEDTRONIC PLCMDT9$8650.00%
330FIDELITY NATL INFORMATION SV31620M10613$8640.00%
331OMNICOM GROUP INCOMC10$8080.00%
332COFFEE HLDG CO INCJVA200$7760.00%
333MORGAN STANLEYMS-PQ4$7110.00%
334HUNTINGTON BANCSHARES INCHBANP38$6600.00%
335GE VERNOVA INCGEV1$6540.00%
336LIFEVANTAGE CORPLFVN100$6160.00%
337RECURSION PHARMACEUTICALS INRXRX150$6140.00%
338CAVA GROUP INCCAVA10$5870.00%
339BRIGHTHOUSE FINL INC10922N1039$5840.00%
340BCE INCBCPPF24$5720.00%
341ISHARES TR46435G34225$5550.00%
342ARISTA NETWORKS INCANET4$5250.00%
343GALLAGHER ARTHUR J & CO3635761092$5180.00%
344GENERAL MLS INC37033410411$5120.00%
345INCYTE CORPINCY5$4940.00%
346DIAGEO PLCDGEAF5$4320.00%
347GENUINE PARTS COGPC3$3690.00%
348COMCAST CORP NEWCCZ12$3590.00%
349WATSCO INCWSO-B1$3370.00%
350FASTENAL COFAST8$3220.00%
351PUBLIC STORAGE OPER COPSA-PS1$2600.00%
352CROWN CASTLE INCCCI2$1780.00%
3533M COMMM1$1610.00%
354UNITED PARCEL SERVICE INCUPS1$1000.00%
355GE HEALTHCARE TECHNOLOGIES IGEHC1$830.00%
356OLD NATL BANCORP IND6800331073$670.00%
357LEGGETT & PLATT INCLEG6$660.00%