Latigo Investments
FORT LAUDERDALE, FLfiles as Latigo Investments, LLC
$224m in 14 US stocks at the end of 30 June 2026. The top 10 are 87.5% of the money. It changed about 2.1% of the portfolio this quarter.
Value
$224m
Stocks
14
Top 10 share
87.5%
Turnover
2.1%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Vanguard Index FDSVUG4.6% of the fund+49%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVV
- Share
- 16.7%
- Value
- $37m
- Shares
- 108,982
Held
- Vanguard Index FDSVTI
- Share
- 13.3%
- Value
- $30m
- Shares
- 80,845
Held
- Ishares TREFA
- Share
- 12.9%
- Value
- $29m
- Shares
- 278,590
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 9.7%
- Value
- $22m
- Shares
- 306,975
Held
- Ishares TRIWB
- Share
- 7.8%
- Value
- $17m
- Shares
- 42,556
Held
- Vanguard Index FDSVTV
- Share
- 7.3%
- Value
- $16m
- Shares
- 74,917
Held
- Ishares TRIWM
- Share
- 6.8%
- Value
- $15m
- Shares
- 50,522
Held
- Vanguard Index FDSVUG
- Share
- 4.6%
- Value
- $10m
- Shares
- 121,050
+49%
- Vanguard Star FDSVXUS
- Share
- 4.2%
- Value
- $9m
- Shares
- 110,240
Held
- Vanguard Index FDSVB
- Share
- 4.1%
- Value
- $9m
- Shares
- 30,671
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- 3.4%
- Value
- $8m
- Shares
- 10,962
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 3.2%
- Value
- $7m
- Shares
- 86,019
Held
- Vanguard Index FDSVNQ
- Share
- 3.0%
- Value
- $7m
- Shares
- 70,972
Held
- Sprott Asset Management LPPHYS
- Share
- 2.9%
- Value
- $6m
- Shares
- 214,134
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVV | 16.7% | $37m | 108,982 | Held |
| Vanguard Index FDSVTI | 13.3% | $30m | 80,845 | Held |
| Ishares TREFA | 12.9% | $29m | 278,590 | Held |
| Vanguard Tax-Managed FDSVEA | 9.7% | $22m | 306,975 | Held |
| Ishares TRIWB | 7.8% | $17m | 42,556 | Held |
| Vanguard Index FDSVTV | 7.3% | $16m | 74,917 | Held |
| Ishares TRIWM | 6.8% | $15m | 50,522 | Held |
| Vanguard Index FDSVUG | 4.6% | $10m | 121,050 | +49% |
| Vanguard Star FDSVXUS | 4.2% | $9m | 110,240 | Held |
| Vanguard Index FDSVB | 4.1% | $9m | 30,671 | Held |
| State STR Spdr S&P Midcap 40MDY | 3.4% | $8m | 10,962 | Held |
| Vanguard Scottsdale FDSVCIT | 3.2% | $7m | 86,019 | Held |
| Vanguard Index FDSVNQ | 3.0% | $7m | 70,972 | Held |
| Sprott Asset Management LPPHYS | 2.9% | $6m | 214,134 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.6% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.