LGWM
GKAT

Litman Gregory Wealth Management’s Scharf Global Opportunity ETF GKAT Stock Holding History

Litman Gregory Wealth Management’s Portfolio GKAT Stock Details GKAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$217K Hold
5,301
– – 0.02% 142
2025
Q3 		$211K Buy
+5,301
New +$208K 0.02% 143

Other funds holding GKAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Litman Gregory Wealth Management held its Scharf Global Opportunity ETF (GKAT) position steady in Q4 2025 at 5,301 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #142.

Litman Gregory Wealth Management first reported a position in GKAT in Q3 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold GKAT as of Q4 2025.

  • Litman Gregory Wealth Management held 5,301 shares of Scharf Global Opportunity ETF worth $217K as of Q4 2025.
  • Litman Gregory Wealth Management left its Scharf Global Opportunity ETF share count unchanged in Q4 2025.
  • Scharf Global Opportunity ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #142 holding.
  • Litman Gregory Wealth Management first reported a position in Scharf Global Opportunity ETF in Q3 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Scharf Global Opportunity ETF as of Q4 2025.

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