Latko Wealth Management, Ltd.
All 13F Filings
- Location
- Frankfort, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 235,575
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 37 | 235,575 | 13F-HR | Latko Wealth Management, Ltd. |
| Q1 2026 | 4/29/2026 | 36 | 205,094 | 13F-HR | Latko Wealth Management, Ltd. |
| Q4 2025 | 2/10/2026 | 33 | 204,281 | 13F-HR | Latko Wealth Management, Ltd. |
| Q3 2025 | 11/6/2025 | 32 | 197,238 | 13F-HR | Latko Wealth Management, Ltd. |
| Q2 2025 | 8/7/2025 | 31 | 177,896 | 13F-HR | Latko Wealth Management, Ltd. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.46 K | 11.2% | 2.392 K | 0 | 2.392 K |
| ETFs | 209.1 K | 88.8% | 28.08 K | 0 | 28.08 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
235,575
Holdings
37
QoQ value change ($000)
30,481
(14.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.