Latko Wealth Management, Ltd.: 13F holdings
CIK 19377692026Q2
| Positions | 37 |
|---|
| Reported value | $235.6m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 37 (+1 vs prior quarter) |
|---|
| Reported value | $235.6m (+14.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 67,508 | $50.6m | 21.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 102,476 | $31.0m | 13.2% |
| EWU SCHWAB STRATEGIC TR | 387,366 | $20.4m | 8.7% |
| DIA STATE STR SPDR DOW JONES IND | 34,130 | $17.8m | 7.6% |
| SCHD SCHWAB STRATEGIC TR | 382,593 | $12.1m | 5.1% |
| SPY STATE STR SPDR S&P 500 ETF T | 12,720 | $9.5m | 4.0% |
| QQQ INVESCO QQQ TR | 12,655 | $9.3m | 4.0% |
| IJR ISHARES TR | 62,362 | $9.2m | 3.9% |
| VEA VANGUARD TAX-MANAGED FDS | 121,792 | $8.7m | 3.7% |
| DGRW WISDOMTREE TR | 84,959 | $8.1m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1937769")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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