Latko Wealth Management, Ltd. - Portfolio overview

Latko Wealth Management, Ltd. has 37 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 21.75%
2. QQQM - INVESCO EXCH TRADED FD TR II, 12.43%
3. FNDF - SCHWAB STRATEGIC TR, 9.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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