StockDriftsStockDriftsTop 36 Latko Wealth Management, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 21.78% | 68.4K | $44.7M | -2.04%(-1.43K) | $563.26(+32.40%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 12.45% | 107.5K | $25.5M | +2.02%(+2.13K) | $200.32(+46.84%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 9.82% | 411.8K | $20.1M | +9.67%(+36.31K) | $43.24(+23.86%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 8.81% | 39.0K | $18.1M | -26.42%(-14.00K) | $407.70(+21.94%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 5.31% | 355.1K | $10.9M | -1.06%(-3.81K) | $27.07(+17.28%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.07% | 12.8K | $8.4M | -3.93%(-526) | $558.99(+32.79%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.79% | 13.5K | $7.8M | -1.67%(-228) | $483.59(+47.79%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 3.77% | 88.1K | $7.7M | +14.38%(+11.08K) | $88.01(+8.70%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.74% | 61.6K | $7.7M | +3.01%(+1.80K) | $112.07(+20.71%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.28% | 231.1K | $6.7M | +17.84%(+34.99K) | $28.60(+20.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.47% | +27.63% |
| Top 20 Holdings Unweighted | +8.52% | +27.79% |
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