Latigo Investments, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Latigo Investments, LLC reported 14 stock positions worth $200.7 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 16.2% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 13.5%) and VG Morningstar TS MKT ETF-US (VTI, 12.9%). Compared with Q4 2025, it reduced 1. The biggest sale was Vanguard Mrngstar GR ETF-Sui (VUG, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- FORT LAUDERDALE, FL
- CIK
- 0001914668
- Portfolio Value
- $200.7M (Q1 2026)
- SEC Filing
- 0001754960-26-000368 ↗ filed May 7, 2026
Holdings Value
Holdings 14 stocks · $200.7M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 16.22% | 108,982 | $32.6M | No change |
| EFA iShares MSCI Eafe ETF | 13.48% | 278,590 | $27.1M | No change |
| VTI VG Morningstar TS MKT ETF-US | 12.92% | 80,845 | $25.9M | No change |
| VEA Vanguard Ftse Developed ETF | 9.80% | 306,975 | $19.7M | No change |
| IWB iShares Russell 1000 ETF | 7.56% | 42,556 | $15.2M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.32% | 74,917 | $14.7M | No change |
| IWM iShares Russell 2000 ETF | 6.24% | 50,522 | $12.5M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.39% | 13,526 | $8.8M | Reduce -33.0% |
| VXUS Vanguard Total Intl Stock | 4.23% | 110,240 | $8.5M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 4.00% | 30,671 | $8.0M | No change |
| PHYS Sprott Physical Gold Trust | 3.78% | 214,134 | $7.6M | No change |
| VCIT Vanguard Int-Term Corporate | 3.55% | 86,019 | $7.1M | No change |
| MDY State Street SPDR S&P Midcap | 3.37% | 10,962 | $6.8M | No change |
| VNQ Vanguard Real Estate ETF | 3.14% | 70,972 | $6.3M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -33.0% | 4.39% | −0.45 |
Portfolio Buys Q4 2025 → Q1 2026
| 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 |