As of the latest SEC filings, LITMAN GREGORY FUNDS TRUST (DBMF) is held by 14 institutional funds. The largest fund shareholder is SMI 3Fourteen REAL Asset Allocation ETF (RAA), holding an estimated $38,327,765.40 in market value, representing 7.00% of its portfolio.
Funds holding LITMAN GREGORY FUNDS TRUST (DBMF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- DBMF
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
RAA
SMI 3Fourteen REAL Asset Allocation ETF
|
ETF | Independent / Boutique | 7.00% | $38,327,765.40 | 1,271,236 | Mar 31, 2026 | Jun 1, 2026 |
|
CRMVX
Potomac Managed Volatility Fund
|
MF | Independent / Boutique | 12.50% | $28,492,383.15 | 945,021 | Mar 31, 2026 | May 28, 2026 |
|
QAI
NYLI Hedge Multi-Strategy Tracker ETF
|
ETF | Independent / Boutique | 2.49% | $24,148,725.92 | 790,207 | Apr 30, 2026 | Jun 23, 2026 |
|
TBFC
The Brinsmere Fund - Conservative ETF
|
ETF | Independent / Boutique | 2.64% | $8,999,654.40 | 298,496 | Mar 31, 2026 | May 28, 2026 |
|
TBFG
The Brinsmere Fund - Growth ETF
|
ETF | Independent / Boutique | 2.46% | $8,716,153.95 | 289,093 | Mar 31, 2026 | May 28, 2026 |
|
ENDW
Cambria Endowment Style ETF
|
ETF | Independent / Boutique | 4.79% | $6,477,595.98 | 205,834 | Feb 27, 2026 | Apr 29, 2026 |
|
TNMAX
1290 Multi-Alternative Strategies Fund
|
MF | Independent / Boutique | 15.30% | $5,179,920.00 | 169,500 | Apr 30, 2026 | Jun 25, 2026 |
|
-
NYLIM VP Hedge Multi-Strategy Portfolio
|
ETF | Independent / Boutique | 2.15% | $4,179,031.20 | 138,608 | Mar 31, 2026 | May 26, 2026 |
|
TRTY
Cambria Trinity ETF
|
ETF | Independent / Boutique | 2.02% | $2,891,862.24 | 94,629 | Apr 30, 2026 | Jun 29, 2026 |
|
NDOW
Anydrus Advantage ETF
|
ETF | Independent / Boutique | 4.73% | $2,818,602.90 | 93,486 | Mar 31, 2026 | May 28, 2026 |
|
BCMDX
Beacon Dynamic Allocation Fund
|
MF | Independent / Boutique | 3.10% | $2,201,892.96 | 69,968 | Feb 28, 2026 | Apr 28, 2026 |
|
-
1290 VT Multi-Alternative Strategies Portfolio
|
ETF | Independent / Boutique | 14.76% | $1,719,153.00 | 57,020 | Mar 31, 2026 | May 26, 2026 |
|
FARX
Frontier Asset Absolute Return ETF
|
ETF | Independent / Boutique | 6.70% | $856,321.76 | 28,021 | Apr 30, 2026 | Jun 26, 2026 |
|
QALTX
Quantified Alternative Investment Fund
|
MF | Independent / Boutique | 6.16% | $552,619.35 | 18,329 | Mar 31, 2026 | May 8, 2026 |
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