Latigo Investments, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Latigo Investments, LLC reported 17 stock positions worth $187.6 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 14.9% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 12.1%) and VG Morningstar TS MKT ETF-US (VTI, 11.8%). Compared with Q4 2024, it sold out of 1 and reduced 2. The biggest sale was NT Mstar GLBL NR ETF (GUNR, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- FORT LAUDERDALE, FL
- CIK
- 0001914668
- Portfolio Value
- $187.6M (Q1 2025)
- SEC Filing
- 0001754960-25-000279 ↗ filed May 7, 2025
Holdings Value
Holdings 17 stocks · $187.6M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 14.93% | 108,982 | $28.0M | No change |
| EFA iShares MSCI Eafe ETF | 12.14% | 278,590 | $22.8M | No change |
| VTI VG Morningstar TS MKT ETF-US | 11.85% | 80,845 | $22.2M | No change |
| VEA Vanguard Ftse Developed ETF | 8.32% | 306,975 | $15.6M | No change |
| IWB iShares Russell 1000 ETF | 6.96% | 42,556 | $13.1M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.90% | 74,917 | $12.9M | No change |
| IWM iShares Russell 2000 ETF | 5.37% | 50,522 | $10.1M | No change |
| VPL Vanguard Ftse Pacific ETF | 4.09% | 105,826 | $7.7M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.99% | 20,176 | $7.5M | No change |
| VCIT Vanguard Int-Term Corporate | 3.75% | 86,019 | $7.0M | Reduce -22.4% |
| VXUS Vanguard Total Intl Stock | 3.65% | 110,240 | $6.8M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 3.63% | 30,671 | $6.8M | No change |
| VNQ Vanguard Real Estate ETF | 3.43% | 70,972 | $6.4M | No change |
| MDY State Street SPDR S&P Midcap | 3.12% | 10,962 | $5.8M | No change |
| PHYS Sprott Physical Gold Trust | 2.75% | 214,134 | $5.2M | No change |
| GUNR NT Mstar GLBL NR ETF | 2.64% | 127,500 | $4.9M | Reduce -44.6% |
| SCZ iShares MSCI Eafe Small-Cap | 2.51% | 74,019 | $4.7M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| 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 |