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Litman Gregory Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Litman Gregory Wealth Management’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$342K Buy
9,500
+125
+1% +$4.58K 0.03% 114
2025
Q3 		$347K Hold
9,375
– – 0.03% 115
2025
Q2 		$372K Hold
9,375
– – 0.03% 106
2025
Q1 		$418K Buy
+9,375
New +$399K 0.04% 98
2022
Q2 		– Sell
-6,070
Closed -$342K – 89
2022
Q1 		$342K Buy
+6,070
New +$351K 0.05% 54

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.28B AUM 18.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Litman Gregory Wealth Management increased its ProShares Short S&P500 (SH) stake by 1.3% in Q4 2025, buying an estimated $4.58K and bringing the position to 9,500 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #114.

Litman Gregory Wealth Management first reported a position in SH in Q1 2022 and has held it in 5 quarters since. The position peaked at $418K in Q1 2025. 114 funds tracked by Wall St. Rank hold SH as of Q4 2025.

  • Litman Gregory Wealth Management held 9,500 shares of ProShares Short S&P500 worth $342K as of Q4 2025.
  • Litman Gregory Wealth Management bought 125 ProShares Short S&P500 shares in Q4 2025, an estimated $4.58K.
  • ProShares Short S&P500 made up 0.03% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #114 holding.
  • Litman Gregory Wealth Management first reported a position in ProShares Short S&P500 in Q1 2022 and has held it in 5 quarters since.
  • Litman Gregory Wealth Management's ProShares Short S&P500 position peaked at $418K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q4 2025.

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