Arkolith/Funds/Latko Wealth Management, Ltd.

Latko Wealth Management, Ltd.

CIK 1937769Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Latko Wealth Management, Ltd. holds a focused book of 37 stocks worth $235.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 21% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+20.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Latko Wealth Management, Ltd.'s latest
holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
17
existing
Trimmed
13
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+14.1%
+20.2%/yr · since Nov '25
Their reported book
+12.0%
held from quarter-end
S&P 500
+11.3%
same window
$9K$10K$11K$11K$12KNov '25Dec '25Feb '26Apr '26Jun '26Jul '26
Latko Wealth Management, Ltd. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.1 points over this window.

Growth of $10,000 cloning Latko Wealth Management, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
56%
Top 10 holdings
75%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
5%
Health Care
2%
Financials
0%
Consumer Discretionary
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

37 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$50.6M67.5K
21.5%
−1.3%
Reduced · −873 sh
2Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$31.0M102.5K
13.2%
−4.6%
Reduced · −5K sh
3Schwab Strategic TR
FUNDAMENTAL INTL
$20.4M387.4K
8.7%
−5.9%
Reduced · −24K sh
4State STR SPDR Dow Jones Ind
UT SER 1
$17.8M34.1K
7.6%
−12%
Reduced · −5K sh
5Schwab Strategic TR
US DIVIDEND EQ
$12.1M382.6K
5.1%
+7.7%
Added · +27K sh
6State STR SPDR S&P 500 ETF T
TR UNIT
$9.5M12.7K
4.0%
−0.9%
Reduced · −122 sh
7Invesco QQQ TR
UNIT SER 1
$9.3M12.7K
4.0%
−6.0%
Reduced · −803 sh
8Ishares TR
CORE S&P SCP ETF
$9.2M62.4K
3.9%
+1.1%
Added · +714 sh
9Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$8.7M121.8K
3.7%
+87%
Added · +57K sh
10Wisdomtree TR
US QTLY DIV GRT
$8.1M85.0K
3.4%
−3.6%
Reduced · −3K sh
11Schwab Strategic TR
US LCAP GR ETF
$7.7M226.2K
3.2%
−2.1%
Reduced · −5K sh
12Vanguard Index FDS
MID CAP ETF
$7.0M87.2K
3.0%
+306%
Added · +66K sh
13Vanguard World FD
INF TECH ETF
$5.5M45.9K
2.3%
+643%
Added · +40K sh
14Merck & Co Inc
COM
$4.8M37.5K
2.0%
−7.0%
Reduced · −3K sh
15Ishares TR
3 7 YR TREAS BD
$4.6M39.0K
1.9%
−11%
Reduced · −5K sh
16Apple Inc
COM
$3.9M13.6K
1.7%
+0.2%
Added · +31 sh
17Microsoft Corp
COM
$3.8M10.3K
1.6%
+32%
Added · +3K sh
18Vanguard Index FDS
S&P 500 ETF SHS
$3.7M5.4K
1.6%
+1.7%
Added · +91 sh
19Vanguard Index FDS
GROWTH ETF
$3.0M34.5K
1.3%
+475%
Added · +29K sh
20Ishares TR
0-3 MTH TREASURY
$2.6M25.5K
1.1%
New
New position
21Ishares TR
1 3 YR TREAS BD
$2.0M23.8K
0.8%
+4.9%
Added · +1K sh
22Ishares TR
CORE S&P MCP ETF
$1.4M18.5K
0.6%
+1.9%
Added · +341 sh
23Ishares TR
RUS 1000 GRW ETF
$1.4M11.1K
0.6%
+425%
Added · +9K sh
24Nvidia Corporation
COM
$989K4.9K
0.4%
−5.2%
Reduced · −271 sh
25Ishares TR
CORE MSCI EAFE
$984K10.2K
0.4%
+74%
Added · +4K sh
26Netflix Inc.
COM
$842K11.8K
0.4%
+23%
Added · +2K sh
27Amazon Com Inc
COM
$753K3.2K
0.3%
+15%
Added · +413 sh
28Berkshire Hathaway Inc Del
CL A
$749K1
0.3%
Held
29Texas Instrs Inc
COM
$540K1.8K
0.2%
Held
30Amphenol Corp
CL A
$391K2.2K
0.2%
+2.4%
Added · +53 sh
31Berkshire Hathaway Inc Del
CL B NEW
$331K662
0.1%
−2.9%
Reduced · −20 sh
32Salesforce Inc
COM
$316K2.0K
0.1%
Held
33Vanguard BD Index FDS
INTERMED TERM
$313K4.1K
0.1%
−57%
Reduced · −5K sh
34Ge Aerospace
COM NEW
$311K833
0.1%
New
New position
35Ge Vernova Inc
COM
$290K247
0.1%
New
New position
36Vanguard Scottsdale FDS
SHRT TRM CORP BD
$283K3.6K
0.1%
+9.8%
Added · +319 sh
37Disney Walt Co
COM
$227K2.4K
0.1%
Held
Showing all 37 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202637$235.6M13F-HR
Q1 2026Mar 31, 2026Apr 29, 202636$205.1M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202633$204.3M13F-HR
Q3 2025Sep 30, 2025Nov 6, 202532$197.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.