Latko Wealth Management, Ltd. Portfolio Holdings
Latko Wealth Management, Ltd.
- $197 Million
- Q3 2025
Latko Wealth Management, Ltd. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $197 Million distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $49.7M, Spdr Dow Jones Industrial Average ETF Trust with a value of $29.6M, Invesco Exchange Traded Fd Tr with a value of $26.8M, Schwab Strategic Tr Us Dividen with a value of $12.5M, and Spdr S&P 500 ETF Trust with a value of $9.17M.
Examining the 13F form we can see an increase of $19.3M in the current position value, from $178M to 197M.
Latko Wealth Management, Ltd. is based out at Frankfort, IL
Below you can find more details about Latko Wealth Management, Ltd. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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