StockDrifts LogoStockDrifts

Latigo Investments 13F Portfolio

Portfolio Manager
Latigo Investments, LLC
Performance
+11.79% (2026 Q2)
AUM (13F)
$224.41M
# of Holdings
14
Performance Rank
Allocation (Top 20)
100.02%
Latest filing
Q2 2026

Latigo Investments, LLC Holdings Map

Top 14 Latigo Investments, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VV
VANGUARD INDEX FDS
16.7%109.0K$37.5M
+0.00%(+0)
2025-Q2: 109.0K shares2025-Q3: 109.0K shares2025-Q4: 109.0K shares2026-Q1: 109.0K shares2026-Q2: 109.0K shares
$200.21(+78.07%)
2026-06-30
VTI
VANGUARD INDEX FDS
13.33%80.8K$29.9M
+0.00%(+0)
2025-Q2: 80.8K shares2025-Q3: 80.8K shares2025-Q4: 80.8K shares2026-Q1: 80.8K shares2026-Q2: 80.8K shares
$231.75(+65.42%)
2026-06-30
EFA
ISHARES TR
12.9%278.6K$28.9M
+0.00%(+0)
2025-Q2: 278.6K shares2025-Q3: 278.6K shares2025-Q4: 278.6K shares2026-Q1: 278.6K shares2026-Q2: 278.6K shares
$69.46(+56.44%)
2026-06-30
VEA
VANGUARD TAX-MANAGED FDS
9.75%307.0K$21.9M
+0.00%(+0)
2025-Q2: 307.0K shares2025-Q3: 307.0K shares2025-Q4: 307.0K shares2026-Q1: 307.0K shares2026-Q2: 307.0K shares
$50.50(+46.55%)
2026-06-30
IWB
ISHARES TR
7.77%42.6K$17.4M
+0.00%(+0)
2025-Q2: 42.6K shares2025-Q3: 42.6K shares2025-Q4: 42.6K shares2026-Q1: 42.6K shares2026-Q2: 42.6K shares
$253.07(+67.86%)
2026-06-30
VTV
VANGUARD INDEX FDS
7.28%74.9K$16.3M
+0.00%(+0)
2025-Q2: 74.9K shares2025-Q3: 74.9K shares2025-Q4: 74.9K shares2026-Q1: 74.9K shares2026-Q2: 74.9K shares
$140.30(+62.16%)
2026-06-30
IWM
ISHARES TR
6.76%50.5K$15.2M
+0.00%(+0)
2025-Q2: 50.5K shares2025-Q3: 50.5K shares2025-Q4: 50.5K shares2026-Q1: 50.5K shares2026-Q2: 50.5K shares
$219.04(+38.68%)
2026-06-30
VUG
VANGUARD INDEX FDS
4.65%121.0K$10.4M
+49.16%(+39.89K)
2025-Q2: 121.1K shares2025-Q3: 121.0K shares2025-Q4: 121.0K shares2026-Q1: 81.2K shares2026-Q2: 121.0K shares
$51.72(+72.44%)
2026-06-30
VXUS
VANGUARD STAR FDS
4.2%110.2K$9.4M
+0.00%(+0)
2025-Q2: 110.2K shares2025-Q3: 110.2K shares2025-Q4: 110.2K shares2026-Q1: 110.2K shares2026-Q2: 110.2K shares
$55.55(+58.66%)
2026-06-30
VB
VANGUARD INDEX FDS
4.14%30.7K$9.3M
+0.00%(+0)
2025-Q2: 30.7K shares2025-Q3: 30.7K shares2025-Q4: 30.7K shares2026-Q1: 30.7K shares2026-Q2: 30.7K shares
$209.64(+47.14%)
2026-06-30

About Latigo Investments, LLCโ€™s portfolio

Latigo Investments, LLC reports $224.41M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are VV (16.7%), VTI (13.3%) and EFA (12.9%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned +52.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VV โ€” 16.7% ($37.48M)VTI โ€” 13.3% ($29.92M)EFA โ€” 12.9% ($28.94M)VEA โ€” 9.7% ($21.87M)IWB โ€” 7.8% ($17.43M)VTV โ€” 7.3% ($16.33M)IWM โ€” 6.8% ($15.18M)VUG โ€” 4.6% ($10.43M)VXUS โ€” 4.2% ($9.42M)VB โ€” 4.1% ($9.30M)Other โ€” 12.5% ($28.12M)
87%in top 10
  • VV16.7%
  • VTI13.3%
  • EFA12.9%
  • VEA9.7%
  • IWB7.8%
  • VTV7.3%
  • IWM6.8%
  • VUG4.6%
  • VXUS4.2%
  • VB4.1%
  • Other12.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
1
VUGVANGUARD INDEX FDS+49.2%

Unlock alerts, watchlists & AI chat

Sign up free to track Latigo Investments, LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Latigo Investments, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1914668). View Latigo Investments, LLCโ€™s 13F filings on SEC

More 13F analyses

View all