Latko Wealth Management, Ltd.
Q2 2025 13F Holdings
- Locationfrankfort, IL
- Num holdings
31
- Value ($000)
$178
- Date Filed08/07/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $46.98K | 26 % | 75,656 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $28.83K | 16 % | 65,436 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $25.35K | 14 % | 111,637 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.27K | 8 % | 500,869 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $8.69K | 5 % | 14,070 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.29K | 5 % | 15,025 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.11K | 3 % | 21,841 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $5.94K | 3 % | 49,865 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.92K | 3 % | 54,125 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.95K | 3 % | 11,279 |
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