LGWM
ALLW

Litman Gregory Wealth Management’s State Street Bridgewater All Weather ETF ALLW Stock Holding History

Litman Gregory Wealth Management’s Portfolio ALLW Stock Details ALLW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$297K Buy
10,812
+1,751
+19% +$50.1K 0.02% 124
2025
Q3 		$253K Buy
+9,061
New +$241K 0.02% 133

Other funds holding ALLW

AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Litman Gregory Wealth Management's ALLW Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its State Street Bridgewater All Weather ETF (ALLW) stake by 19% in Q4 2025, buying an estimated $50.1K and bringing the position to 10,812 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #124.

Litman Gregory Wealth Management first reported a position in ALLW in Q3 2025 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold ALLW as of Q4 2025.

  • Litman Gregory Wealth Management held 10,812 shares of State Street Bridgewater All Weather ETF worth $297K as of Q4 2025.
  • Litman Gregory Wealth Management bought 1,751 State Street Bridgewater All Weather ETF shares in Q4 2025, an estimated $50.1K.
  • State Street Bridgewater All Weather ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #124 holding.
  • Litman Gregory Wealth Management first reported a position in State Street Bridgewater All Weather ETF in Q3 2025 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held State Street Bridgewater All Weather ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.