Latigo Investments, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Latigo Investments, LLC reported 15 stock positions worth $194.2 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 16.0% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 12.8%) and VG Morningstar TS MKT ETF-US (VTI, 12.7%). Compared with Q1 2025, it sold out of 2. The biggest sale was an exit from NT Mstar GLBL NR ETF (GUNR).

Most Recent 13F
Q2 2026
Location
FORT LAUDERDALE, FL
CIK
0001914668
Portfolio Value
$194.2M (Q2 2025)
SEC Filing
0001754960-25-000562 ↗ filed Aug 12, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $195.1M Q1 2024 Q2 2024: $195.3M Q2 2024 Q3 2024: $204.8M Q3 2024 Q4 2024: $196.6M Q4 2024 Q1 2025: $187.6M Q1 2025 Q2 2025: $194.2M $194.2M Q2 2025 Q3 2025: $198.4M Q3 2025 Q4 2025: $203.2M Q4 2025 Q1 2026: $200.7M Q1 2026 Q2 2026: $224.4M Q2 2026

Holdings 15 stocks · $194.2M

VV Vngrd Mrgstr LRG-Cap ETF-Usd 16.01% 108,982 $31.1M No change
EFA iShares MSCI Eafe ETF 12.82% 278,590 $24.9M No change
VTI VG Morningstar TS MKT ETF-US 12.65% 80,845 $24.6M No change
VEA Vanguard Ftse Developed ETF 9.01% 306,975 $17.5M No change
IWB iShares Russell 1000 ETF 7.44% 42,556 $14.5M No change
VTV Vanguard Mrngstr Val ETF-Aui 6.82% 74,917 $13.2M No change
IWM iShares Russell 2000 ETF 5.61% 50,522 $10.9M No change
VUG Vanguard Mrngstar GR ETF-Sui 4.55% 20,176 $8.8M No change
VPL Vanguard Ftse Pacific ETF 4.48% 105,826 $8.7M No change
VXUS Vanguard Total Intl Stock 3.92% 110,240 $7.6M No change
VB Vanguard Most SM-Cap ETF-Usd 3.74% 30,671 $7.3M No change
VCIT Vanguard Int-Term Corporate 3.67% 86,019 $7.1M No change
VNQ Vanguard Real Estate ETF 3.26% 70,972 $6.3M No change
MDY State Street SPDR S&P Midcap 3.20% 10,962 $6.2M No change
PHYS Sprott Physical Gold Trust 2.80% 214,134 $5.4M No change

Portfolio Sells Q1 2025 → Q2 2025

GUNR NT Mstar GLBL NR ETF Sold out 0.00% −2.64
SCZ iShares MSCI Eafe Small-Cap Sold out 0.00% −2.51

Portfolio Buys Q1 2025 → Q2 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 14$224.4MVV, VTI, EFA, VEA, IWB
Q1 2026 14$200.7MVV, EFA, VTI, VEA, IWB
Q4 2025 14$203.2MVV, VTI, EFA, VEA, IWB
Q3 2025 14$198.4MVV, VTI, EFA, VEA, IWB
Q2 2025 15$194.2MVV, EFA, VTI, VEA, IWB
Q1 2025 17$187.6MVV, EFA, VTI, VEA, IWB
Q4 2024 18$196.6MVV, VTI, EFA, VEA, IWB
Q3 2024 19$204.8MVV, EFA, VTI, VEA, IWB
Q2 2024 20$195.3MVV, EFA, VTI, VEA, IWB
Q1 2024 20$195.1MVV, EFA, VTI, VEA, IWB