Latko Wealth Management, Ltd. Top Holdings and 13F Report (2025) About Latko Wealth Management, Ltd.Investment ActivityLatko Wealth Management, Ltd. has $154.22 thousand in total holdings as of March 31, 2025.Latko Wealth Management, Ltd. owns shares of 27 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.77% of the portfolio was purchased this quarter.About 5.37% of the portfolio was sold this quarter.This quarter, Latko Wealth Management, Ltd. has purchased 31 new stocks and bought additional shares in 9 stocks.Latko Wealth Management, Ltd. sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $40,881SPDR Dow Jones Industrial Average ETF Trust $26,795Invesco NASDAQ 100 ETF $20,712Schwab US Dividend Equity ETF $13,002SPDR S&P 500 ETF Trust $7,937 Largest Purchases this Quarter Vanguard Information Technology ETF 700 shares (about $379.61)iShares 1-3 Year Treasury Bond ETF 4,462 shares (about $369.22)Vanguard S&P 500 ETF 606 shares (about $311.36)Schwab U.S. Large-Cap Growth ETF 2,635 shares (about $65.99)iShares 3-7 Year Treasury Bond ETF 353 shares (about $41.70) Largest Sales this Quarter Invesco NASDAQ 100 ETF 8,165 shares (about $1.58K)iShares Core S&P 500 ETF 2,296 shares (about $1.29K)SPDR Dow Jones Industrial Average ETF Trust 2,876 shares (about $1.21K)Vanguard Short-Term Corporate Bond ETF 6,984 shares (about $551.67)Schwab US Dividend Equity ETF 19,264 shares (about $538.63) Sector Allocation Over TimeMap of 500 Largest Holdings ofLatko Wealth Management, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$40,881$1,290 ▼-3.1%72,75626.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$26,795$1,208 ▼-4.3%63,81617.4%FinanceQQQMInvesco NASDAQ 100 ETF$20,712$1,576 ▼-7.1%107,30513.4%ETFSCHDSchwab US Dividend Equity ETF$13,002$539 ▼-4.0%465,0158.4%ETFSPYSPDR S&P 500 ETF Trust$7,937$180 ▼-2.2%14,1895.1%FinanceQQQInvesco QQQ$7,065$318 ▼-4.3%15,0674.6%FinanceIEIiShares 3-7 Year Treasury Bond ETF$6,497$42 ▲0.6%54,9984.2%ETFVOVanguard Mid-Cap ETF$5,445$217 ▼-3.8%21,0563.5%ETFIJRiShares Core S&P Small-Cap ETF$5,171$10 ▼-0.2%49,4453.4%ETFVUGVanguard Growth ETF$4,119$187 ▼-4.3%11,1092.7%ETFAAPLApple$2,718$297 ▼-9.9%12,2351.8%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$2,620$66 ▲2.6%104,6141.7%ETFMRKMerck & Co., Inc.$2,462$20 ▲0.8%27,4341.6%MedicalVOOVanguard S&P 500 ETF$2,048$311 ▲17.9%3,9861.3%ETFVGTVanguard Information Technology ETF$1,359$380 ▲38.8%2,5060.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,071$369 ▲52.6%12,9430.7%ManufacturingBRK.ABerkshire Hathaway$7980.0%10.5%FinanceCRMSalesforce$538$1 ▲0.1%2,0050.3%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$487$156 ▼-24.3%6,3630.3%ETFINTUIntuit$394$9 ▼-2.1%6410.3%Computer and TechnologyTXNTexas Instruments$364$3 ▲0.7%2,0280.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$343$22 ▼-6.1%5,8840.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$335$552 ▼-62.2%4,2410.2%ETFBRK.BBerkshire Hathaway$319$95 ▼-23.0%5990.2%FinanceMSFTMicrosoft$293$133 ▼-31.2%7820.2%Computer and TechnologyAMZNAmazon.com$224$110 ▼-32.9%1,1750.1%Retail/WholesaleDISWalt Disney$218$1 ▲0.5%2,2110.1%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$0$679 ▼-100.0%00.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$320 ▼-100.0%00.0%ETFTSLATesla$0$202 ▼-100.0%00.0%Auto/Tires/TrucksFFord Motor$0$182 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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