StockDriftsStockDriftsTop 50 Latitude Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARP | ADVISORS INNER CIRCLE FD II | 9.58% | 739.9K | $24.0M | -4.98%(-38.80K) | $26.08(+30.14%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.74% | 19.2K | $14.4M | -5.46%(-1.11K) | $431.81(+80.39%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.9% | 9.7K | $7.3M | +8.00%(+721) | $480.76(+61.28%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.13% | 60.7K | $5.3M | +15.35%(+8.07K) | $65.38(+39.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.98% | 24.8K | $5.0M | +6.96%(+1.61K) | $59.94(+277.15%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.89% | 96.3K | $4.7M | +10.14%(+8.87K) | $35.44(+43.54%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 1.84% | 12.5K | $4.6M | +1.73%(+212) | $208.22(+94.12%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.64% | 87.3K | $4.1M | +13.33%(+10.27K) | $35.40(+32.86%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.61% | 5.9K | $4.0M | +14.16%(+731) | $524.68(+35.83%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.61% | 16.9K | $4.0M | -5.35%(-954) | $160.29(+63.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.53% | +46.34% | +6.39% | +36.30% |
| Top 20 Holdings Unweighted | +13.70% | +47.00% | +6.40% | +36.39% |
Latitude Advisors, LLC reports $250.76M in US-listed equity holdings across 239 positions in its most recent 13F filing. Its largest disclosed positions are ARP (9.6%), IVV (5.7%) and SPY (2.9%). The top 20 holdings account for 43.01% of reported assets. Its disclosed equity book has returned +46.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Latitude Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843715). View Latitude Advisors, LLC’s 13F filings on SEC