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Latko Wealth Management - Q1 2026 13F Filings

LA

Latko Wealth Management, Ltd.

CIK: 0001937769
Address: Illinois Frankfort 45 E Colorado Ave
$205.09 M
Portfolio Value
36
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VEA Vanguard Ftse Developed Markets Etf
+$4.17 M
2. MSFT Microsoft Corporation
+$2.41 M
3. MRK Merck & Co
+$1.82 M
4. FNDF Schwab Fundamental International Equity Etf
+$1.78 M
5. SCHG Schwab Us Large-Cap Growth Etf
+$1.02 M

Top Sells

Q1 2026
1. DIA Spdr Dow Jones Industrial Average Etf Trust
−$6.49 M
2. IEI Ishares 3-7 Year Treasury Bond Etf
−$1.29 M
3. IVV Ishares Core S&P 500 Etf
−$932,125.79
4. VUG Vanguard Growth Etf
−$684,424.89
5. SHY Ishares 1-3 Year Treasury Bond Etf
−$395,997.8

Asset Allocation

Stocks/ETFs
+0.40%
$205.09 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Latko Wealth Management Q1 2026 Filing Summary

Latko Wealth Management, Ltd. filed its 13F report for Q1 2026 on April 29, 2026. The portfolio totaled 205.09 M reflecting a +0.40% change from the prior quarter, spanning 36 assets. The top 10 holdings comprised 76.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Latko Wealth Management’s Q1 2026 Filing

Latko Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/29/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Latko Wealth Management reported a managed portfolio value of 205.09 M, consisting of 36 individual positions.

This page displays the raw filing documents. To see which stocks Latko Wealth Management bought or sold during Q1 2026, please visit Latko Wealth Management's Portfolio Analysis page.