LGWM
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Litman Gregory Wealth Management’s LifeVantage LFVN Stock Holding History

Litman Gregory Wealth Management’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$616 Buy
+100
New +$740 ﹤0.01% 336
2021
Q2 		– Sell
-100
Closed -$1K – 134
2021
Q1 		$1K Hold
100
– – ﹤0.01% 187
2020
Q4 		$1K Hold
100
– – ﹤0.01% 188
2020
Q3 		$1K Hold
100
– – ﹤0.01% 202
2020
Q2 		$1K Buy
+100
New +$1.39K ﹤0.01% 167

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Litman Gregory Wealth Management opened a new position in LifeVantage (LFVN) in Q4 2025: 100 shares worth $616. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in LFVN as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in LFVN in Q2 2020 and has held it in 5 quarters since. The position peaked at $1K in Q1 2021. 111 funds tracked by Wall St. Rank hold LFVN as of Q4 2025.

  • Litman Gregory Wealth Management held 100 shares of LifeVantage worth $616 as of Q4 2025.
  • LifeVantage was a new Litman Gregory Wealth Management position in Q4 2025.
  • LifeVantage made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #336 holding.
  • Litman Gregory Wealth Management first reported a position in LifeVantage in Q2 2020 and has held it in 5 quarters since.
  • Litman Gregory Wealth Management's LifeVantage position peaked at $1K in Q1 2021.
  • 111 funds tracked by Wall St. Rank held LifeVantage as of Q4 2025.

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