Litman Gregory Wealth Management’s Fidelity Enhanced Large Cap Core ETF FELC Stock Holding History

Litman Gregory Wealth Management’s Portfolio FELC Stock Details FELC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$36K	Buy	+944	New	+$35.6K	﹤0.01%	244

Other funds holding FELC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EdgeRock Capital Denver, Colorado $441M AUM 23.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Litman Gregory Wealth Management opened a new position in Fidelity Enhanced Large Cap Core ETF (FELC) in Q4 2025: 944 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #244 among its holdings.

224 funds tracked by Wall St. Rank hold FELC as of Q4 2025.

Litman Gregory Wealth Management held 944 shares of Fidelity Enhanced Large Cap Core ETF worth $36K as of Q4 2025.
Fidelity Enhanced Large Cap Core ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Fidelity Enhanced Large Cap Core ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #244 holding.
224 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Core ETF as of Q4 2025.

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