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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHY ISHARES TR 23,837.0 $2.0M 0.83% NEW $82.11 -0.5%
22 IJH ISHARES TR 18,485.0 $1.4M 0.60% NEW $77.11 -1.6%
23 IWF ISHARES TR 11,106.0 $1.4M 0.58% NEW $124.17 -0.6%
24 NVDA NVIDIA CORPORATION Technology 4,942.0 $989K 0.42% NEW $200.10 +15.1%
25 IEFA ISHARES TR 10,186.0 $984K 0.42% NEW $96.58 +4.7%
26 NFLX NETFLIX INC. Communication Services 11,797.0 $842K 0.36% NEW $71.40 +9.6%
27 AMZN AMAZON COM INC Consumer Cyclical 3,158.0 $753K 0.32% NEW $238.34 +8.5%
28 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.32% NEW $748850.00
29 TXN TEXAS INSTRS INC Technology 1,812.0 $540K 0.23% NEW $298.11 -13.3%
30 APH AMPHENOL CORP Technology 2,218.0 $391K 0.17% NEW $176.34 -53.1%
31 BERKSHIRE HATHAWAY INC DEL 662.0 $331K 0.14% NEW $500.39
32 CRM SALESFORCE INC Technology 2,018.0 $316K 0.13% NEW $156.68 +65.4%
33 BIV VANGUARD BD INDEX FDS 4,081.0 $313K 0.13% NEW $76.70 -2.3%
34 GE GE AEROSPACE Industrials 833.0 $311K 0.13% NEW $373.92 -9.8%
35 GEV GE VERNOVA INC Utilities 247.0 $290K 0.12% NEW $1175.98 -19.9%
36 VCSH VANGUARD SCOTTSDALE FDS 3,575.0 $283K 0.12% NEW $79.03 -1.1%
37 DIS DISNEY WALT CO Communication Services 2,356.0 $227K 0.10% NEW $96.24 +9.4%
Page 2 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%