Latko Wealth Management, Ltd.
Latko Wealth Management, Ltd. reported 37 positions worth $235.6M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (21.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $50.6M | 21.46% | 67,508 | — | — | |
| ▸ 2 | QQQM | SH | $31.0M | 13.18% | 102,476 | — | — | |
| ▸ 3 | FNDF | SH | $20.4M | 8.68% | 387,366 | — | — | |
| ▸ 4 | DIA | SH | $17.8M | 7.57% | 34,130 | — | — | |
| ▸ 5 | SCHD | SH | $12.1M | 5.15% | 382,593 | — | — | |
| ▸ 6 | SPY | SH | $9.5M | 4.03% | 12,720 | — | — | |
| ▸ 7 | QQQ | SH | $9.3M | 3.96% | 12,655 | — | — | |
| ▸ 8 | IJR | SH | $9.2M | 3.93% | 62,362 | — | — | |
| ▸ 9 | VEA | SH | $8.7M | 3.68% | 121,792 | — | — | |
| ▸ 10 | DGRW | SH | $8.1M | 3.45% | 84,959 | — | — |
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Frequently Asked Questions
What stocks does Latko Wealth Management, Ltd. hold as of Q2 2026?
Latko Wealth Management, Ltd. reported 37 positions worth $235.6M in its Q2 2026 13F filing. Largest positions: IVV (21.5%), QQQM (13.2%), FNDF (8.7%), DIA (7.6%) and SCHD (5.1%).
What did Latko Wealth Management, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Latko Wealth Management, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.