account_balance
Investment manager · 13F filer · SEC CIK 1937769
Latko Wealth Management, Ltd.
Reported value$240Mas of Sep 30, 2026
Positions36 1 new, 2 sold out
Top 10 weight75.5%IVV alone is 21%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
21.1%Trimmed −2%
QQQMInvesco Exch Traded Fd Tr II
12.8%
FNDFSchwab Strategic Tr
8.7%
SCHDSchwab Strategic Tr
7.2%Added +39%
DIASPDR Dow Jones Industrial Average ETF Trust
6.8%Trimmed −5%
VEAVanguard Tax-Managed FDS
4.1%Added +15%
SPYSPDR S&P 500 ETF Trust
4.0%Trimmed −2%
IJRiShares Tr
3.8%Added +7%
QQQInvesco QQQ Tr
3.7%−5%
SCHGSchwab Strategic Tr
3.3%
VOVanguard Index FDS
3.3%+14%
VGTVanguard World Fd
2.2%
IVViShares Tr
21.1%Trimmed −2%
QQQMInvesco Exch Traded Fd Tr II
12.8%
FNDFSchwab Strategic Tr
8.7%
SCHDSchwab Strategic Tr
7.2%
DIASPDR Dow Jones Industrial Average ETF Trust
6.8%−5%
VEAVanguard Tax-Managed FDS
4.1%
SPYSPDR S&P 500 ETF Trust
4.0%
IJRiShares Tr
3.8%
QQQ3.7%
SCHG
VO3.3%
VGT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 21.1% Trimmed −2%
QQQM Invesco Exch Traded Fd Tr II 12.8% Held
FNDF Schwab Strategic Tr 8.7% Held
SCHD Schwab Strategic Tr 7.2% Added +39%
DIA SPDR Dow Jones Industrial Average ETF Trust 6.8% Trimmed −5%VEA Vanguard Tax-Managed FDS 4.1% Added +15%
SPY SPDR S&P 500 ETF Trust 4.0% Trimmed −2%IJR iShares Tr 3.8% Added +7%
QQQ Invesco QQQ Tr 3.7% Trimmed −5%
SCHG Schwab Strategic Tr 3.3% Held
VO Vanguard Index FDS 3.3% Added +14%
VGT Vanguard World Fd 2.2% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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