LGWM
TSI

Litman Gregory Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History

Litman Gregory Wealth Management’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$80K Hold
16,200
– – 0.01% 197
2025
Q3 		$79.7K Hold
16,200
– – 0.01% 146
2025
Q2 		$79.1K Hold
16,200
– – 0.01% 138
2025
Q1 		$78.7K Hold
16,200
– – 0.01% 138
2024
Q4 		$77.9K Hold
16,200
– – 0.01% 136
2024
Q3 		$83.1K Hold
16,200
– – 0.01% 137
2024
Q2 		$76.8K Hold
16,200
– – 0.01% 133
2024
Q1 		$77.9K Hold
16,200
– – 0.01% 131
2023
Q4 		$74.4K Hold
16,200
– – 0.01% 119
2023
Q3 		$74.2K Hold
16,200
– – 0.01% 122
2023
Q2 		$75K Buy
+16,200
New +$75.9K 0.01% 82
2023
Q1 		– Sell
-16,200
Closed -$74.8K – 92
2022
Q4 		$74.8K Hold
16,200
– – 0.01% 78
2022
Q3 		$76K Hold
16,200
– – 0.01% 78
2022
Q2 		$78K Buy
+16,200
New +$80.2K 0.01% 88
2022
Q1 		– Sell
-16,200
Closed -$93K – 81
2021
Q4 		$93K Hold
16,200
– – 0.02% 79
2021
Q3 		$93K Buy
16,200
+16,104
+16,775% +$94.2K 0.02% 75
2021
Q2 		$96K Sell
96
-16,104
-99% -$92.9K 0.02% 76
2021
Q1 		$92K Hold
16,200
– – 0.02% 79
2020
Q4 		$92K Hold
16,200
– – 0.02% 77
2020
Q3 		$91K Hold
16,200
– – 0.02% 77
2020
Q2 		$88K Hold
16,200
– – 0.02% 75
2020
Q1 		$84K Hold
16,200
– – 0.02% 67
2019
Q4 		$93K Hold
16,200
– – 0.02% 79
2019
Q3 		$92K Hold
16,200
– – 0.02% 66
2019
Q2 		$93K Hold
16,200
– – 0.02% 67
2019
Q1 		$89K Hold
16,200
– – 0.02% 58
2018
Q4 		$85K Hold
16,200
– – 0.03% 60
2018
Q3 		$91K Buy
+16,200
New +$89.8K 0.03% 50

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

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

Litman Gregory Wealth Management held its TCW Strategic Income Fund (TSI) position steady in Q4 2025 at 16,200 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #197.

Litman Gregory Wealth Management first reported a position in TSI in Q3 2018 and has held it in 28 quarters since. The position peaked at $96K in Q2 2021. 64 funds tracked by Wall St. Rank hold TSI as of Q4 2025.

  • Litman Gregory Wealth Management held 16,200 shares of TCW Strategic Income Fund worth $80K as of Q4 2025.
  • Litman Gregory Wealth Management left its TCW Strategic Income Fund share count unchanged in Q4 2025.
  • TCW Strategic Income Fund made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #197 holding.
  • Litman Gregory Wealth Management first reported a position in TCW Strategic Income Fund in Q3 2018 and has held it in 28 quarters since.
  • Litman Gregory Wealth Management's TCW Strategic Income Fund position peaked at $96K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2025.

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