Latigo Investments, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Latigo Investments, LLC reported 18 stock positions worth $196.6 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 15.0% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 11.9%) and iShares MSCI Eafe ETF (EFA, 10.7%). Compared with Q3 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Schwab Intl Small-Cap Equity (SCHC).
- Most Recent 13F
- Q2 2026
- Location
- FORT LAUDERDALE, FL
- CIK
- 0001914668
- Portfolio Value
- $196.6M (Q4 2024)
- SEC Filing
- 0001754960-25-000102 ↗ filed Feb 6, 2025
Holdings Value
Holdings 18 stocks · $196.6M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 14.95% | 108,982 | $29.4M | No change |
| VTI VG Morningstar TS MKT ETF-US | 11.92% | 80,845 | $23.4M | No change |
| EFA iShares MSCI Eafe ETF | 10.71% | 278,590 | $21.1M | No change |
| VEA Vanguard Ftse Developed ETF | 7.47% | 306,975 | $14.7M | No change |
| IWB iShares Russell 1000 ETF | 6.97% | 42,556 | $13.7M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.45% | 74,917 | $12.7M | No change |
| IWM iShares Russell 2000 ETF | 5.68% | 50,522 | $11.2M | No change |
| VCIT Vanguard Int-Term Corporate | 4.52% | 110,787 | $8.9M | No change |
| GUNR NT Mstar GLBL NR ETF | 4.25% | 230,000 | $8.4M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.21% | 20,176 | $8.3M | No change |
| VPL Vanguard Ftse Pacific ETF | 3.82% | 105,826 | $7.5M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 3.75% | 30,671 | $7.4M | No change |
| VXUS Vanguard Total Intl Stock | 3.30% | 110,240 | $6.5M | Reduce 0.0% |
| VNQ Vanguard Real Estate ETF | 3.22% | 70,972 | $6.3M | No change |
| MDY State Street SPDR S&P Midcap | 3.18% | 10,962 | $6.2M | No change |
| SCZ iShares MSCI Eafe Small-Cap | 2.29% | 74,019 | $4.5M | No change |
| PHYS Sprott Physical Gold Trust | 2.19% | 214,134 | $4.3M | No change |
| PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L | 1.11% | 120,211 | $2.2M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $224.4M | VV, VTI, EFA, VEA, IWB |
| Q1 2026 | 14 | $200.7M | VV, EFA, VTI, VEA, IWB |
| Q4 2025 | 14 | $203.2M | VV, VTI, EFA, VEA, IWB |
| Q3 2025 | 14 | $198.4M | VV, VTI, EFA, VEA, IWB |
| Q2 2025 | 15 | $194.2M | VV, EFA, VTI, VEA, IWB |
| Q1 2025 | 17 | $187.6M | VV, EFA, VTI, VEA, IWB |
| Q4 2024 | 18 | $196.6M | VV, VTI, EFA, VEA, IWB |
| Q3 2024 | 19 | $204.8M | VV, EFA, VTI, VEA, IWB |
| Q2 2024 | 20 | $195.3M | VV, EFA, VTI, VEA, IWB |
| Q1 2024 | 20 | $195.1M | VV, EFA, VTI, VEA, IWB |