Latitude Advisors, LLC: 13F holdings

CIK 18437152026Q2

Positions239
Reported value$250.8m
Filed2026-07-28

Change since last quarter

Positions239 (+26 vs prior quarter)
Reported value$250.8m (+14.9%)

Top 10 holdings

SecuritySharesValueWeight
ADVISORS INNER CIRCLE FD II739,875$24.0m9.6%
IVV ISHARES TR19,210$14.4m5.7%
SPY STATE STR SPDR S&P 500 ETF T9,731$7.3m2.9%
SPYM SPDR SERIES TRUST60,659$5.3m2.1%
NVDA NVIDIA CORPORATION24,771$5.0m2.0%
CGDV CAPITAL GROUP DIVIDEND VALUE96,340$4.7m1.9%
GLD SPDR GOLD TR12,497$4.6m1.8%
CGGR CAPITAL GROUP GROWTH ETF87,341$4.1m1.6%
VOO VANGUARD INDEX FDS5,893$4.0m1.6%
AMZN AMAZON COM INC16,889$4.0m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1843715")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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