Latko Wealth Management, Ltd. — 13F Holdings & Portfolio

CIK 1937769 · latest 13F-HR filed 2026-07-24

Latko Wealth Management, Ltd. manages $235.6M in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (21.46%), QQQM (13.18%), FNDF (8.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 2, added to 22, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
45 E COLORADO AVE
FRANKFORT, IL 60423
Phone
(815) 469-8887
Filing Manager
Latko Wealth Management, Ltd.
FRANKFORT, IL
Signatory
Ashleigh Swayze
Counsel
Loading holdings…
AUM

$235.6M

Long-equity book

Holdings

37

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+3 / −2 / ↑22 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$5.9M +13.2%
  • INVESCO EXCH TRADED FD TR II$5.5M +21.6%
  • VANGUARD TAX-MANAGED FDS$4.5M +108.3%
  • ISHARES TR$1.6M +20.7%
  • INVESCO QQQ TR$1.6M +20.0%
Show all 22

Top Trims

  • ISHARES TR-$641.8K -12.3%
  • VANGUARD BD INDEX FDS-$420.4K -57.3%
  • NETFLIX INC.-$81.1K -8.8%
  • SALESFORCE INC-$60.6K -16.1%
Show all 4

New Positions

  • ISHARES TR$2.6M
  • GE AEROSPACE$311.5K
  • GE VERNOVA INC$290.5K
Show all 3

Exited Positions

  • INTUIT$261.0K
  • WALMART INC$211.2K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $50.6M 21.46% 67,508 SH
2 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $31.0M 13.18% 102,476 SH
3 SCHWAB STRATEGIC TR FNDF 808524755 $20.4M 8.68% 387,366 SH
4 STATE STR SPDR DOW JONES IND DIA 78467X109 $17.8M 7.57% 34,130 SH
5 SCHWAB STRATEGIC TR SCHD 808524797 $12.1M 5.15% 382,593 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $9.5M 4.03% 12,720 SH
7 INVESCO QQQ TR QQQ 46090E103 $9.3M 3.96% 12,655 SH
8 ISHARES TR IJR 464287804 $9.2M 3.93% 62,362 SH
9 VANGUARD TAX-MANAGED FDS VEA 921943858 $8.7M 3.68% 121,792 SH
10 WISDOMTREE TR DGRW 97717X669 $8.1M 3.45% 84,959 SH
11 SCHWAB STRATEGIC TR SCHG 808524300 $7.7M 3.25% 226,197 SH
12 VANGUARD INDEX FDS VO 922908629 $7.0M 2.98% 87,157 SH
13 VANGUARD WORLD FD VGT 92204A702 $5.5M 2.33% 45,942 SH
14 MERCK & CO INC MRK 58933Y105 $4.8M 2.05% 37,505 SH
15 ISHARES TR IEI 464288661 $4.6M 1.95% 39,046 SH
16 APPLE INC AAPL 037833100 $3.9M 1.67% 13,573 SH
17 MICROSOFT CORP MSFT 594918104 $3.8M 1.63% 10,312 SH
18 VANGUARD INDEX FDS VOO 922908363 $3.7M 1.58% 5,430 SH
19 VANGUARD INDEX FDS VUG 922908736 $3.0M 1.26% 34,545 SH
20 ISHARES TR SGOV 46436E718 $2.6M 1.09% 25,543 SH
21 ISHARES TR SHY 464287457 $2.0M 0.83% 23,837 SH
22 ISHARES TR IJH 464287507 $1.4M 0.61% 18,485 SH
23 ISHARES TR IWF 464287614 $1.4M 0.59% 11,106 SH
24 NVIDIA CORPORATION NVDA 67066G104 $988.9K 0.42% 4,942 SH
25 ISHARES TR IEFA 46432F842 $983.8K 0.42% 10,186 SH
26 NETFLIX INC. NFLX 64110L106 $842.3K 0.36% 11,797 SH
27 AMAZON COM INC AMZN 023135106 $752.7K 0.32% 3,158 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $748.9K 0.32% 1 SH
29 TEXAS INSTRS INC TXN 882508104 $540.2K 0.23% 1,812 SH
30 AMPHENOL CORP APH 032095101 $391.1K 0.17% 2,218 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $331.3K 0.14% 662 SH
32 SALESFORCE INC CRM 79466L302 $316.2K 0.13% 2,018 SH
33 VANGUARD BD INDEX FDS BIV 921937819 $313.0K 0.13% 4,081 SH
34 GE AEROSPACE GE 369604301 $311.5K 0.13% 833 SH
35 GE VERNOVA INC GEV 36828A101 $290.5K 0.12% 247 SH
36 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $282.5K 0.12% 3,575 SH
37 DISNEY WALT CO DIS 254687106 $226.7K 0.10% 2,356 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $235.6M 37 0001937769-26-000004
2026-03-31 2026-04-29 $205.1M 36 0001937769-26-000003
2025-12-31 2026-02-10 $204.3M 33 0001937769-26-000002