LGWM
OKLO

Litman Gregory Wealth Management’s Oklo OKLO Stock Holding History

Litman Gregory Wealth Management’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$35.9K Buy
+500
New +$55.8K ﹤0.01% 245

Other funds holding OKLO

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Litman Gregory Wealth Management opened a new position in Oklo (OKLO) in Q4 2025: 500 shares worth $35.9K. The stake represents ﹤0.01% of the portfolio and ranks #245 among its holdings.

683 funds tracked by Wall St. Rank hold OKLO as of Q4 2025.

  • Litman Gregory Wealth Management held 500 shares of Oklo worth $35.9K as of Q4 2025.
  • Oklo was a new Litman Gregory Wealth Management position in Q4 2025.
  • Oklo made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #245 holding.
  • 683 funds tracked by Wall St. Rank held Oklo as of Q4 2025.

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