Latigo Investments, LLC

Q1 2026 13F-HR Holdings

Location
Fort Lauderdale, FL
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$200,747
Net value change ($000)
-2,471 (-1.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PHYS 518 7.3%
VEA 494 2.6%
VTV 391 2.7%
EFA 306 1.1%
VXUS 184 2.2%
MDY 148 2.2%
VB 121 1.5%
IWM 93 0.7%
VNQ 15 0.2%
Top Reduces (Value $000, Stocks/ETFs)
VV -1,739 -5.1%
VTI -1,169 -4.3%
VUG -1,031 -10.5%
IWB -718 -4.5%
VCIT -86 -1.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type