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Portfolio (Quarterly) Guide ↗

Latko Wealth Management, Ltd.

· CIK 0001937769
13F Portfolio $236M AUM 37 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 37 New
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 67,508.0 $50.6M 21.46% NEW $748.88 +3.3%
2 QQQM INVESCO EXCH TRADED FD TR II 102,476.0 $31.0M 13.18% NEW $302.97 -2.3%
3 FNDF SCHWAB STRATEGIC TR 387,366.0 $20.4M 8.68% NEW $52.76 +6.7%
4 DIA STATE STR SPDR DOW JONES IND Financial Services 34,130.0 $17.8M 7.57% NEW $522.38 +2.2%
5 SCHD SCHWAB STRATEGIC TR 382,593.0 $12.1M 5.15% NEW $31.71 +9.7%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,720.0 $9.5M 4.03% NEW $746.79 +3.1%
7 QQQ INVESCO QQQ TR Financial Services 12,655.0 $9.3M 3.96% NEW $736.41 -2.4%
8 IJR ISHARES TR 62,362.0 $9.2M 3.93% NEW $148.31 -2.0%
9 VEA VANGUARD TAX-MANAGED FDS 121,792.0 $8.7M 3.68% NEW $71.25 +3.5%
10 DGRW WISDOMTREE TR 84,959.0 $8.1M 3.45% NEW $95.62 +4.3%
11 SCHG SCHWAB STRATEGIC TR 226,197.0 $7.7M 3.25% NEW $33.84 +5.0%
12 VO VANGUARD INDEX FDS 87,157.0 $7.0M 2.98% NEW $80.57 +2.1%
13 VGT VANGUARD WORLD FD 45,942.0 $5.5M 2.33% NEW $119.52 +1.5%
14 MRK MERCK & CO INC Healthcare 37,505.0 $4.8M 2.05% NEW $128.50 +17.0%
15 IEI ISHARES TR 39,046.0 $4.6M 1.95% NEW $117.45 -1.5%
16 AAPL APPLE INC Technology 13,573.0 $3.9M 1.67% NEW $289.37 +10.6%
17 MSFT MICROSOFT CORP Technology 10,312.0 $3.8M 1.63% NEW $373.01 +34.0%
18 VOO VANGUARD INDEX FDS 5,430.0 $3.7M 1.58% NEW $686.86 +3.1%
19 VUG VANGUARD INDEX FDS 34,545.0 $3.0M 1.26% NEW $86.14 +2.7%
20 SGOV ISHARES TR 25,543.0 $2.6M 1.09% NEW $100.67 -0.2%
Page 1 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 68.0%
Technology 18.6%
Healthcare 8.9%
Communication Services 2.0%
Consumer Cyclical 1.4%
Industrials 0.6%
Utilities 0.5%