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Litman Gregory Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Litman Gregory Wealth Management’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$31.6K Buy
+610
New +$32.4K ﹤0.01% 251

Other funds holding LTPZ

CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Avos Capital Management Seattle, Washington $241M AUM 11.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WIA
Wealthedge Investment Advisors New York $294M AUM 20.18% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

Litman Gregory Wealth Management opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2025: 610 shares worth $31.6K. The stake represents ﹤0.01% of the portfolio and ranks #251 among its holdings.

96 funds tracked by Wall St. Rank hold LTPZ as of Q4 2025.

  • Litman Gregory Wealth Management held 610 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $31.6K as of Q4 2025.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Litman Gregory Wealth Management position in Q4 2025.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #251 holding.
  • 96 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2025.

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