Latigo Investments, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Latigo Investments, LLC reported 14 stock positions worth $198.4 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 16.9% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 13.4%) and iShares MSCI Eafe ETF (EFA, 13.1%). Compared with Q2 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from Vanguard Ftse Pacific ETF (VPL).

Most Recent 13F
Q2 2026
Location
FORT LAUDERDALE, FL
CIK
0001914668
Portfolio Value
$198.4M (Q3 2025)
SEC Filing
0001754960-25-000787 ↗ filed Nov 13, 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 Q2 2025 Q3 2025: $198.4M $198.4M Q3 2025 Q4 2025: $203.2M Q4 2025 Q1 2026: $200.7M Q1 2026 Q2 2026: $224.4M Q2 2026

Holdings 14 stocks · $198.4M
VV Vngrd Mrgstr LRG-Cap ETF-Usd 16.91% 108,982 $33.6M No change
VTI VG Morningstar TS MKT ETF-US 13.37% 80,845 $26.5M No change
EFA iShares MSCI Eafe ETF 13.11% 278,590 $26.0M No change
VEA Vanguard Ftse Developed ETF 9.27% 306,975 $18.4M No change
IWB iShares Russell 1000 ETF 7.84% 42,556 $15.6M No change
VTV Vanguard Mrngstr Val ETF-Aui 7.04% 74,917 $14.0M No change
IWM iShares Russell 2000 ETF 6.16% 50,522 $12.2M No change
VUG Vanguard Mrngstar GR ETF-Sui 4.88% 20,175 $9.7M Reduce 0.0%
VXUS Vanguard Total Intl Stock 4.08% 110,240 $8.1M No change
VB Vanguard Most SM-Cap ETF-Usd 3.93% 30,671 $7.8M No change
VCIT Vanguard Int-Term Corporate 3.65% 86,019 $7.2M No change
MDY State Street SPDR S&P Midcap 3.29% 10,962 $6.5M No change
VNQ Vanguard Real Estate ETF 3.27% 70,972 $6.5M No change
PHYS Sprott Physical Gold Trust 3.20% 214,134 $6.3M No change

Portfolio Sells Q2 2025 → Q3 2025
VPL Vanguard Ftse Pacific ETF Sold out 0.00% −4.48
VUG Vanguard Mrngstar GR ETF-Sui Reduce 0.0% 4.88% +0.32

Portfolio Buys Q2 2025 → Q3 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