Litman Gregory Wealth Management’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$49.4K	Buy	+1,990	New	+$51.9K	﹤0.01%	234

Other funds holding HGER

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

GLA

Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HAS

Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

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

Litman Gregory Wealth Management opened a new position in Harbor Commodity All-Weather Strategy ETF (HGER) in Q4 2025: 1,990 shares worth $49.4K. The stake represents ﹤0.01% of the portfolio and ranks #234 among its holdings.

165 funds tracked by Wall St. Rank hold HGER as of Q4 2025.

Litman Gregory Wealth Management held 1,990 shares of Harbor Commodity All-Weather Strategy ETF worth $49.4K as of Q4 2025.
Harbor Commodity All-Weather Strategy ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Harbor Commodity All-Weather Strategy ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #234 holding.
165 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q4 2025.

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