Litman Gregory Wealth Management’s Super Micro Computer SMCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$879	Buy	+30	New	+$1.24K	﹤0.01%	326

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Litman Gregory Wealth Management opened a new position in Super Micro Computer (SMCI) in Q4 2025: 30 shares worth $879. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings.

759 funds tracked by Wall St. Rank hold SMCI as of Q4 2025.

Litman Gregory Wealth Management held 30 shares of Super Micro Computer worth $879 as of Q4 2025.
Super Micro Computer was a new Litman Gregory Wealth Management position in Q4 2025.
Super Micro Computer made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #326 holding.
759 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2025.

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