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Latko Wealth Management - Q4 2025 13F Filings

LA

Latko Wealth Management, Ltd.

CIK: 0001937769
Address: Illinois Frankfort 45 E Colorado Ave
$204.28 M
Portfolio Value
33
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/24/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. FNDF Schwab Fundamental International Equity Etf
+$9.04 M
2. DGRW Wisdomtree Us Quality Dividend Growth Fund
+$3.81 M
3. SCHG Schwab Us Large-Cap Growth Etf
+$1.55 M
4. IWF Ishares Russell 1000 Growth Etf
+$563,654
5. VOO Vanguard S&P 500 Etf
+$496,675.7

Top Sells

Q4 2025
1. DIA Spdr Dow Jones Industrial Average Etf Trust
−$5.22 M
2. IVV Ishares Core S&P 500 Etf
−$3.07 M
3. SCHD Schwab Us Dividend Equity Etf
−$2.75 M
4. VUG Vanguard Growth Etf
−$1.14 M
5. QQQM Invesco Nasdaq 100 Etf
−$778,485.8

Asset Allocation

Stocks/ETFs
+3.57%
$204.28 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Latko Wealth Management Q4 2025 Filing Summary

Latko Wealth Management, Ltd. filed its 13F report for Q4 2025 on February 10, 2026. The portfolio totaled 204.28 M reflecting a +3.57% change from the prior quarter, spanning 33 assets. The top 10 holdings comprised 80.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Latko Wealth Management’s Q4 2025 Filing

Latko Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 02/10/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Latko Wealth Management reported a managed portfolio value of 204.28 M, consisting of 33 individual positions.

This page displays the raw filing documents. To see which stocks Latko Wealth Management bought or sold during Q4 2025, please visit Latko Wealth Management's Portfolio Analysis page.