Latko Wealth Management, Ltd. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Latko Wealth Management, Ltd. held in its portfolio 33 assets valued at $204,281,220 (i.e. $204.28M).
The most valuable assets in the portfolio included: ISHARES TR ($47.81M), INVESCO EXCH TRADED FD TR II ($26.64M), and SPDR DOW JONES INDL AVERAGE ($25.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 33 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Latko Wealth Management, Ltd. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 69808 | 47814068 | CORE S&P500 ETF |
| INVESCO EXCH TRADED FD TR II | 105336 | 26641514 | NASDAQ 100 ETF |
| SPDR DOW JONES INDL AVERAGE | 52997 | 25468776 | UT SER 1 |
| SCHWAB STRATEGIC TR | 375490 | 16975886 | FUNDAMENTAL INTL |
| SCHWAB STRATEGIC TR | 358922 | 9845245 | US DIVIDEND EQ |
| SPDR S&P 500 ETF TR | 13368 | 9116195 | TR UNIT |
| INVESCO QQQ TR | 13686 | 8407239 | UNIT SER 1 |
| ISHARES TR | 59849 | 7192572 | CORE S&P SCP ETF |
| WISDOMTREE TR | 77047 | 6890270 | US QTLY DIV GRT |
| ISHARES TR | 54958 | 6559223 | 3 7 YR TREAS BD |
| SCHWAB STRATEGIC TR | 196074 | 6395935 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 21377 | 6204020 | MID CAP ETF |
| VANGUARD WORLD FD | 5012 | 3778088 | INF TECH ETF |
| APPLE INC | 13840 | 3762411 | COM |
| VANGUARD INDEX FDS | 7572 | 3693899 | GROWTH ETF |
| VANGUARD INDEX FDS | 5156 | 3233409 | S&P 500 ETF SHS |
| MERCK & CO INC | 25219 | 2654558 | COM |
| ISHARES TR | 27518 | 2279055 | 1 3 YR TREAS BD |
| ISHARES TR | 17203 | 1135401 | CORE S&P MCP ETF |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| VANGUARD BD INDEX FDS | 8095 | 630429 | INTERMED TERM |
| MICROSOFT CORP | 1267 | 612801 | COM |
| ISHARES TR | 1191 | 563654 | RUS 1000 GRW ETF |
| SALESFORCE INC | 2065 | 547121 | COM |
| NVIDIA CORPORATION | 2888 | 538514 | COM |
| AMAZON COM INC | 2108 | 486572 | COM |
| INTUIT | 602 | 398935 | COM |
| BERKSHIRE HATHAWAY INC DEL | 682 | 342808 | CL B NEW |
| TEXAS INSTRS INC | 1931 | 335093 | COM |
| AMPHENOL CORP NEW | 2161 | 291991 | CL A |
| DISNEY WALT CO | 2340 | 266248 | COM |
| VANGUARD SCOTTSDALE FDS | 3313 | 264126 | SHRT TRM CORP BD |
| WALMART INC | 1798 | 200364 | COM |
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