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Latigo Investments, LLC
Latigo Investments, LLC is an investment advisory firm headquartered in Fort Lauderdale, Florida, United States. Organized as a Limited Liability Company and incorporated in Delaware, Latigo manages client assets primarily via SEC reporting structures such as 13F filings. As of mid-2025, it oversees just under $200 million in assets, serving institutional clients through diversified portfolio management across equities and ETFs. Specific details on when the firm was founded and employee count are not disclosed in available public sources.
Investment Strategy
Latigo Investments, LLC manages diversified holdings focusing on both US and international equities and ETFs, including funds like VV, EFA, VTI, and VEA. The strategy emphasizes active portfolio management with an average holding period over a decade, aiming for steady long-term capital appreciation. The firm appears focused on value and broad market exposures rather than niche or alternative strategies, and discloses performance metrics in SEC filings.
Latest 13F Filing Activity
Latigo Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 15 equity positions with a total 13F market value of $194M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Ishares TR among other positions. Latigo Investments, LLC reduced exposure to Flexshares TR, Ishares TR, Vanguard Index FDS among others.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VV | VANGUARD INDEX FDS | 16.01% | $31.1M | 108,982 | $206.67 | $285.30 | +$3.1M |
E EFA | ISHARES TR | 12.82% | $24.9M | 278,590 | $68.13 | $89.39 | +$2.1M |
V VTI | VANGUARD INDEX FDS | 12.65% | $24.6M | 80,845 | $241.44 | $303.93 | +$2.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 9.01% | $17.5M | 306,975 | $50.83 | $57.01 | +$1.9M |
I IWB | ISHARES TR | 7.44% | $14.5M | 42,556 | $264.43 | $339.57 | +$1.4M |
Industry Allocation
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