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Latko Wealth Management

Latest statistics and disclosures from Latko Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001937769

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Positions held by Latko Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Latko Wealth Management

Latko Wealth Management holds 30 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	26.0	$43M	74k	576.81	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	17.1	$28M	67k	423.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	14.1	$23M	116k	200.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.0	$13M	156k	84.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.2	$8.5M	15k	573.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.8	$7.9M	16k	488.04	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	3.6	$5.9M	49k	119.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.5	$5.8M	22k	263.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.5	$5.7M	49k	116.97	View chart
Vanguard Index Fds Growth Etf (VUG)	2.8	$4.6M	12k	383.92	View chart
Merck & Co (MRK)	2.0	$3.3M	29k	113.56	View chart
Apple (AAPL)	1.9	$3.2M	14k	232.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$2.6M	25k	104.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.5M	2.9k	527.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$1.4M	18k	79.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.1M	1.8k	586.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$750k	9.6k	78.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$691k	1.00	691000.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$607k	3.4k	179.16	View chart
salesforce (CRM)	0.3	$547k	2.0k	273.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$527k	6.3k	83.18	View chart
Microsoft Corporation (MSFT)	0.3	$453k	1.1k	430.20	View chart
Texas Instruments Incorporated (TXN)	0.3	$413k	2.0k	206.50	View chart
Intuit (INTU)	0.2	$406k	654.00	620.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$358k	778.00	460.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$351k	5.6k	62.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$344k	3.5k	98.03	View chart
Amazon (AMZN)	0.2	$313k	1.7k	186.31	View chart
Ford Motor Company (F)	0.1	$176k	17k	10.58	View chart
Lucid Group (LCID)	0.0	$39k	11k	3.55	View chart

Past Filings by Latko Wealth Management

SEC 13F filings are viewable for Latko Wealth Management going back to 2024

Latko Wealth Management 2024 Q3 filed Oct. 29, 2024

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