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 60.50% of Latigo Investments's stock portfolio.
- Reduced shares in these 2 stocks: VPL (-$8.7M), VUG.
- Sold out of its position in VPL.
- Latigo Investments was a net seller of stock by $-8.7M.
- Latigo Investments has $198M in assets under management (AUM), dropping by 2.18%.
- 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 September 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 | 307.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 13.4 | $27M | 81k | 328.17 |
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| Ishares Tr Msci Eafe Etf (EFA) | 13.1 | $26M | 279k | 93.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.3 | $18M | 307k | 59.92 |
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| Ishares Tr Rus 1000 Etf (IWB) | 7.8 | $16M | 43k | 365.48 |
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| Vanguard Index Fds Value Etf (VTV) | 7.0 | $14M | 75k | 186.49 |
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| Ishares Tr Russell 2000 Etf (IWM) | 6.2 | $12M | 51k | 241.96 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.9 | $9.7M | 20k | 479.61 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.1 | $8.1M | 110k | 73.46 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.9 | $7.8M | 31k | 254.28 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.6 | $7.2M | 86k | 84.11 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.3 | $6.5M | 11k | 596.03 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.3 | $6.5M | 71k | 91.42 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 3.2 | $6.3M | 214k | 29.62 |
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Past Filings by Latigo Investments
SEC 13F filings are viewable for Latigo Investments going back to 2021
- Latigo Investments 2025 Q3 filed Nov. 13, 2025
- Latigo Investments 2025 Q2 filed Aug. 12, 2025
- Latigo Investments 2025 Q1 filed May 7, 2025
- Latigo Investments 2024 Q4 filed Feb. 6, 2025
- Latigo Investments 2024 Q3 filed Nov. 13, 2024
- Latigo Investments 2024 Q2 filed July 25, 2024
- Latigo Investments 2024 Q1 filed May 6, 2024
- Latigo Investments 2023 Q3 filed Nov. 3, 2023
- Latigo Investments 2023 Q2 filed Aug. 10, 2023
- Latigo Investments 2023 Q1 filed April 27, 2023
- Latigo Investments 2022 Q4 filed Jan. 30, 2023
- Latigo Investments 2022 Q3 restated filed Nov. 14, 2022
- Latigo Investments 2022 Q3 restated filed Nov. 14, 2022
- Latigo Investments 2022 Q3 filed Nov. 10, 2022
- Latigo Investments 2022 Q2 filed Aug. 4, 2022
- Latigo Investments 2022 Q1 filed April 29, 2022