Latko Wealth Management, Ltd.
Q1 2025 13F Holdings
- Locationfrankfort, IL
- Num holdings
27
- Value ($000)
$154
- Date Filed04/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $40.88K | 27 % | 72,756 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $26.80K | 17 % | 63,816 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $20.71K | 13 % | 107,305 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.00K | 8 % | 465,015 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.94K | 5 % | 14,189 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.07K | 5 % | 15,067 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $6.50K | 4 % | 54,998 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $5.45K | 4 % | 21,056 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.17K | 3 % | 49,445 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.12K | 3 % | 11,109 |
Rows Per Page
10
- 10
- 50
- 100