13F Filings History of Latko Wealth Management, Ltd.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$204,281,220
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 33 stock holdings with total value $204,281,220 as of Q4 2025. Top holdings included IVV, QQQM, DIA, FNDF, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 33 $204,281,220 +$16,932,458 -$14,771,736 +$2,160,722 IVV, QQQM, DIA, FNDF, SCHD 13F-HR 09 Feb 2026, 21:44
Q3 2025 32 $197,237,613 +$13,709,421 -$6,783,944 +$6,925,477 IVV, DIA, QQQM, SCHD, SPY 13F-HR 05 Nov 2025, 21:49
Q2 2025 31 $177,896,000 +$11,611,529 -$839,370 +$10,772,159 IVV, DIA, QQQM, SCHD, SPY 13F-HR 07 Aug 2025, 14:48
Q1 2025 27 $154,215,000 +$1,191,751 -$8,281,699 -$7,089,948 IVV, DIA, QQQM, SCHD, SPY 13F-HR 15 Apr 2025, 11:56
Q4 2024 31 $168,680,000 +$13,441,005 -$1,596,452 +$11,844,553 IVV, DIA, QQQM, SCHD, SPY 13F-HR 30 Jan 2025, 10:47
Q3 2024 30 $164,936,000 $0 $0 $0 IVV, DIA, QQQM, SCHD, SPY 13F-HR 29 Oct 2024, 15:47