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.
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 |