Latigo Investments

Latest statistics and disclosures from Latigo Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VV, VTI, EFA, VEA, IWB, and represent 60.64% of Latigo Investments's stock portfolio.
  • Latigo Investments has $203M in assets under management (AUM), dropping by 2.42%.
  • Central Index Key (CIK): 0001914668

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Portfolio Holdings for Latigo Investments

Latigo Investments holds 14 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 16.9 $34M 109k 314.80
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Vanguard Index Fds Total Stk Mkt (VTI) 13.3 $27M 81k 335.27
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Ishares Tr Msci Eafe Etf (EFA) 13.2 $27M 279k 96.03
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.4 $19M 307k 62.47
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Ishares Tr Rus 1000 Etf (IWB) 7.8 $16M 43k 373.44
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Vanguard Index Fds Value Etf (VTV) 7.0 $14M 75k 190.99
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Ishares Tr Russell 2000 Etf (IWM) 6.1 $12M 51k 246.16
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Vanguard Index Fds Growth Etf (VUG) 4.8 $9.8M 20k 487.86
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.1 $8.3M 110k 75.44
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Vanguard Index Fds Small Cp Etf (VB) 3.9 $7.9M 31k 257.95
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.5 $7.2M 86k 83.75
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Sprott Asset Management Physical Gold Tr (PHYS) 3.5 $7.1M 214k 33.02
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.3 $6.6M 11k 603.28
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Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $6.3M 71k 88.49
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Past Filings by Latigo Investments

SEC 13F filings are viewable for Latigo Investments going back to 2021

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