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Latko Wealth Management - Q2 2026 13F Filings

LA

Latko Wealth Management, Ltd.

CIK: 0001937769
Address: Illinois Frankfort 45 E Colorado Ave
$235.57 M
Portfolio Value
37
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$5.29 M
2. VGT Vanguard Information Technology Etf
+$4.75 M
3. VEA Vanguard Ftse Developed Markets Etf
+$4.04 M
4. SGOV Ishares 0-3 Month Treasury Bond Etf
+$2.57 M
5. VUG Vanguard Growth Etf
+$2.46 M

Top Sells

Q2 2026
1. DIA Spdr Dow Jones Industrial Average Etf Trust
−$2.54 M
2. QQQM Invesco Nasdaq 100 Etf
−$1.51 M
3. FNDF Schwab Fundamental International Equity Etf
−$1.29 M
4. IVV Ishares Core S&P 500 Etf
−$653,771.42
5. QQQ Invesco Qqq Trust Series I
−$591,336.69

Asset Allocation

Stocks/ETFs
+14.86%
$235.57 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Latko Wealth Management Q2 2026 Filing Summary

Latko Wealth Management, Ltd. filed its 13F report for Q2 2026 on July 24, 2026. The portfolio totaled 235.57 M reflecting a +14.86% change from the prior quarter, spanning 37 assets. The top 10 holdings comprised 75.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 2 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Latko Wealth Management’s Q2 2026 Filing

Latko Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/24/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Latko Wealth Management reported a managed portfolio value of 235.57 M, consisting of 37 individual positions.

This page displays the raw filing documents. To see which stocks Latko Wealth Management bought or sold during Q2 2026, please visit Latko Wealth Management's Portfolio Analysis page.