Litman Gregory Wealth Management’s TCW Transform Systems ETF PWRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$24.3K	Buy	+253	New	+$24.9K	﹤0.01%	262

Other funds holding PWRD

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Valence8 US Cambridge, Massachusetts $300M AUM 27.26% 1-Year Est. Return

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

Litman Gregory Wealth Management opened a new position in TCW Transform Systems ETF (PWRD) in Q4 2025: 253 shares worth $24.3K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

110 funds tracked by Wall St. Rank hold PWRD as of Q4 2025.

Litman Gregory Wealth Management held 253 shares of TCW Transform Systems ETF worth $24.3K as of Q4 2025.
TCW Transform Systems ETF was a new Litman Gregory Wealth Management position in Q4 2025.
TCW Transform Systems ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #262 holding.
110 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q4 2025.

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