Litman Gregory Wealth Management’s TCW Flexible Income ETF FLXR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$207K	Hold	5,230	–	–	0.02%	143
2025 Q3	$208K	Hold	5,230	–	–	0.02%	144
2025 Q2	$206K	Hold	5,230	–	–	0.02%	134
2025 Q1	$205K	Sell	5,230 -1,174	-18%	-$45.7K	0.02%	136
2024 Q4	$248K	Hold	6,404	–	–	0.02%	120
2024 Q3	$255K	Sell	6,404 -1,459	-19%	-$57.1K	0.02%	123
2024 Q2	$300K	Buy	+7,863	New	+$300K	0.03%	110

Other funds holding FLXR

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Litman Gregory Wealth Management held its TCW Flexible Income ETF (FLXR) position steady in Q4 2025 at 5,230 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #143.

Litman Gregory Wealth Management first reported a position in FLXR in Q2 2024 and has held it in 7 quarters since. The position peaked at $300K in Q2 2024. 142 funds tracked by Wall St. Rank hold FLXR as of Q4 2025.

Litman Gregory Wealth Management held 5,230 shares of TCW Flexible Income ETF worth $207K as of Q4 2025.
Litman Gregory Wealth Management left its TCW Flexible Income ETF share count unchanged in Q4 2025.
TCW Flexible Income ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #143 holding.
Litman Gregory Wealth Management first reported a position in TCW Flexible Income ETF in Q2 2024 and has held it in 7 quarters since.
Litman Gregory Wealth Management's TCW Flexible Income ETF position peaked at $300K in Q2 2024.
142 funds tracked by Wall St. Rank held TCW Flexible Income ETF as of Q4 2025.

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