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Latigo Investments, LLC Top Holdings and 13F Report (2025)

About Latigo Investments, LLC

Investment Activity

  • Latigo Investments, LLC has $187.58 million in total holdings as of March 31, 2025.
  • Latigo Investments, LLC owns shares of 17 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • About 4.36% of the portfolio was sold this quarter.
  • This quarter, Latigo Investments, LLC has purchased 18 new stocks and bought additional shares in 0 stocks.
  • Latigo Investments, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLatigo Investments, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$28,011,6430.0%108,98214.9%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$22,769,1610.0%278,59012.1%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$22,219,4400.0%80,84511.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$15,603,5390.0%306,9758.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$13,053,6270.0%42,5567.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$12,941,1630.0%74,9176.9%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$10,078,6340.0%50,5225.4%Finance
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$7,668,1520.0%105,8264.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$7,481,2940.0%20,1764.0%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$7,032,913$2,025,032 -22.4%86,0193.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$6,845,9040.0%110,2403.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,801,2940.0%30,6713.6%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$6,425,8050.0%70,9723.4%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$5,848,0080.0%10,9623.1%ETF
SPROTT PHYSICAL GOLD TR
$5,152,0640.0%214,1342.7%UNIT
FlexShares Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Global Upstream Natural Resources Index Fund
$4,948,275$3,978,025 -44.6%127,5002.6%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$4,702,4270.0%74,0192.5%ETF
Fidelis Insurance Holdings Limited stock logo
FIHL
Fidelis Insurance
$0$2,179,425 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data