Latko Wealth Management

Latko Wealth Management as of March 31, 2025

Portfolio Holdings for Latko Wealth Management

Latko Wealth Management holds 27 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 26.5 $41M 73k 561.89
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 17.4 $27M 64k 419.88
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 13.4 $21M 107k 193.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.4 $13M 465k 27.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.1 $7.9M 14k 559.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.6 $7.1M 15k 468.91
Ishares Tr 3 7 Yr Treas Bd (IEI) 4.2 $6.5M 55k 118.13
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $5.4M 21k 258.60
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $5.2M 49k 104.58
Vanguard Index Fds Growth Etf (VUG) 2.7 $4.1M 11k 370.78
Apple (AAPL) 1.8 $2.7M 12k 222.15
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $2.6M 105k 25.04
Merck & Co (MRK) 1.6 $2.5M 27k 89.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $2.0M 4.0k 513.80
Vanguard World Inf Tech Etf (VGT) 0.9 $1.4M 2.5k 542.30
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $1.1M 13k 82.75
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $798k 1.00 798000.00
salesforce (CRM) 0.3 $538k 2.0k 268.33
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $487k 6.4k 76.54
Intuit (INTU) 0.3 $394k 641.00 614.66
Texas Instruments Incorporated (TXN) 0.2 $364k 2.0k 179.49
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $343k 5.9k 58.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $335k 4.2k 78.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $319k 599.00 532.55
Microsoft Corporation (MSFT) 0.2 $293k 782.00 374.68
Amazon (AMZN) 0.1 $224k 1.2k 190.64
Walt Disney Company (DIS) 0.1 $218k 2.2k 98.60