Latko Wealth Management, Ltd.

13F Filings History

Latest 13F report: Q1 2025 - Apr 15, 2025
Value $: $154M
Signature - Title: Ashleigh Swayze - Counsel
Location: Frankfort, IL
Summary: This page shows a list of all the recent 13F filings made by Latko Wealth Management, Ltd.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Latko Wealth Management, Ltd. reported 27 stock holdings with total value $154M as of Q1 2025. Top holdings included IVV, DIA, QQQM, SCHD, and SPY.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	27	$154M	+$1.19M	-$8.28M	-$7.09M	IVV, DIA, QQQM, SCHD, SPY	13F-HR	4/15/2025, 11:56 AM
Q4 2024	31	$169M	+$13.4M	-$1.6M	+$11.8M	IVV, DIA, QQQM, SCHD, SPY	13F-HR	1/30/2025, 10:47 AM
Q3 2024	30	$165M	$0	$0		IVV, DIA, QQQM, SCHD, SPY	13F-HR	10/29/2024, 03:47 PM