Latko Wealth Management, Ltd.
Q4 2025 13F Holdings
- Locationfrankfort, IL
- Num holdings
33
- Value ($000)
$204,281
- Date Filed02/10/2026
- Form type13F-HR
- CIK0001937769
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $47.81M | 23 % | 69,808 | ||
INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $26.64M | 13 % | 105,336 | ||
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $25.47M | 13 % | 52,997 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $16.98M | 8 % | 375,490 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.85M | 5 % | 358,922 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.12M | 5 % | 13,368 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.41M | 4 % | 13,686 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.19M | 4 % | 59,849 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $6.89M | 3 % | 77,047 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | $6.56M | 3 % | 54,958 |
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