Latigo Investments
Latest statistics and disclosures from Latigo Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, EFA, VTI, VEA, IWB, and represent 59.98% of Latigo Investments's stock portfolio.
- Reduced shares in these 1 stock: VUG.
- Latigo Investments was a net seller of stock by $-4.3M.
- Latigo Investments has $201M in assets under management (AUM), dropping by -1.22%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 16.2 | $33M | 109k | 298.85 |
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| Ishares Tr Msci Eafe Etf (EFA) | 13.5 | $27M | 279k | 97.13 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 12.9 | $26M | 81k | 320.81 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.8 | $20M | 307k | 64.08 |
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| Ishares Tr Rus 1000 Etf (IWB) | 7.6 | $15M | 43k | 356.56 |
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| Vanguard Index Fds Value Etf (VTV) | 7.3 | $15M | 75k | 196.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 6.2 | $13M | 51k | 248.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.4 | $8.8M | -32% | 14k | 651.50 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.2 | $8.5M | 110k | 77.11 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.0 | $8.0M | 31k | 261.92 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 3.8 | $7.6M | 214k | 35.44 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.5 | $7.1M | 86k | 82.75 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 3.4 | $6.8M | 11k | 616.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.1 | $6.3M | 71k | 88.70 |
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Past Filings by Latigo Investments
SEC 13F filings are viewable for Latigo Investments going back to 2021
- Latigo Investments 2026 Q1 filed May 7, 2026
- Latigo Investments 2025 Q4 filed Feb. 17, 2026
- 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