Latko Wealth Management, LTD.
Latko Wealth Management, Ltd. is an independent registered investment adviser headquartered in Frankfort, Illinois. The firm primarily serves individuals, families, and institutional clients, offering personalized wealth management, financial planning, and investment advisory services. While its founding year is not specified in public filings, the firm manages client portfolios with a focus on long-term financial goals.
Investment Strategy
Latko Wealth Management, Ltd. primarily utilizes a diversified portfolio approach tailored to the unique goals and risk tolerance of each client. The firm combines a mix of equities, fixed income, and other asset classes to pursue growth and capital preservation. Portfolios are regularly reviewed and adjusted in response to changing market conditions, with an emphasis on long-term investment strategies, prudent risk management, and personal financial objectives.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 26.41% | $47.0M | 75,656 | $578.61 | $620.90 | +$6.1M |
D DIA | SPDR DOW JONES INDL AVERAGE | 16.21% | $28.8M | 65,436 | $423.56 | $440.65 | +$2.0M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 14.25% | $25.4M | 111,637 | $201.87 | $227.10 | +$4.6M |
S SCHD | SCHWAB STRATEGIC TR | 7.46% | $13.3M | 500,869 | $28.03 | $26.50 | +$271.0K |
S SPY | SPDR S&P 500 ETF TR | 4.89% | $8.7M | 14,070 | $573.76 | $617.85 | +$756.0K |