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 60.44% of Latigo Investments's stock portfolio.
- Added to shares of these 1 stock: VUG (+$9.3M).
- Latigo Investments was a net buyer of stock by $9.3M.
- Latigo Investments has $224M in assets under management (AUM), dropping by 11.79%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 16.7 | $38M | 109k | 343.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 13.3 | $30M | 81k | 370.04 |
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| Ishares Tr Msci Eafe Etf (EFA) | 12.9 | $29M | 279k | 103.88 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.7 | $22M | 307k | 71.25 |
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| Ishares Tr Rus 1000 Etf (IWB) | 7.8 | $17M | 43k | 409.50 |
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| Vanguard Index Fds Value Etf (VTV) | 7.3 | $16M | 75k | 217.93 |
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| Ishares Tr Russell 2000 Etf (IWM) | 6.8 | $15M | 51k | 300.45 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.6 | $10M | +794% | 121k | 86.14 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.2 | $9.4M | 110k | 85.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.1 | $9.3M | 31k | 303.12 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 3.4 | $7.7M | 11k | 703.34 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.2 | $7.1M | 86k | 82.65 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.0 | $6.8M | 71k | 96.43 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 2.9 | $6.5M | 214k | 30.17 |
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Past Filings by Latigo Investments
SEC 13F filings are viewable for Latigo Investments going back to 2021
- Latigo Investments 2026 Q2 filed Aug. 7, 2026
- 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