Latko Wealth Management, Ltd.
All 13F Filings
- Location
- Frankfort, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 204,281
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 97.63 K | 47.8% | 6.778 K | 0 | 6.778 K |
| ETFs | 106.7 K | 52.2% | 266 | 0 | 266 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
204,281
Holdings
33
QoQ value change ($000)
7,043
(3.6%)
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.