Litman Gregory Wealth Management’s Coffee Holding Co JVA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$776	Buy	+200	New	+$792	﹤0.01%	332

Other funds holding JVA

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Litman Gregory Wealth Management opened a new position in Coffee Holding Co (JVA) in Q4 2025: 200 shares worth $776. The stake represents ﹤0.01% of the portfolio and ranks #332 among its holdings.

29 funds tracked by Wall St. Rank hold JVA as of Q4 2025.

Litman Gregory Wealth Management held 200 shares of Coffee Holding Co worth $776 as of Q4 2025.
Coffee Holding Co was a new Litman Gregory Wealth Management position in Q4 2025.
Coffee Holding Co made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #332 holding.
29 funds tracked by Wall St. Rank held Coffee Holding Co as of Q4 2025.

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