Latko Wealth Management, Ltd. Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    frankfort, IL
  • CIK
    0001937769
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

33

$204.28M
IVV, QQQM, DIA, FNDF
13F-HR
Feb 10, 2026
000193776926000002

32

$197.24M
IVV, DIA, QQQM, SCHD
13F-HR
Nov 5, 2025
000193776925000009

31

$178K
IVV, DIA, QQQM, SCHD
13F-HR
Aug 7, 2025
000193776925000006

27

$155K
IVV, DIA, QQQM, SCHD
13F-HR
Apr 15, 2025
000193776925000005

31

$169K
IVV, DIA, QQQM, SCHD
13F-HR
Jan 30, 2025
000193776925000001

30

$165K
IVV, DIA, QQQM, SCHD
13F-HR
Oct 29, 2024
000193776924000001