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LTG Capital LLC
LTG Capital LLC is a Massachusetts-based SEC-registered investment advisory and wealth management firm, founded in or before 2022, with approximately 4 employees. The firm is privately owned and operated, working as a fiduciary for its clients, including both high-net-worth and individual investors. LTG Capital aims to help clients organize their financial lives and align investment choices with personal values, focusing on long-term growth and wealth management for individuals seeking comprehensive, conflict-free advice.
Investment Strategy
LTG Capital LLC employs a fiduciary, commission-free advisory model, focusing on aligning clients’ investments with their personal values and long-term financial goals. The firm specializes in comprehensive financial planning and investment management, serving primarily individuals and high-net-worth clients. Their approach emphasizes transparent, goals-based financial guidance, and investment strategies designed to provide long-term growth, order, and peace of mind for clients, devoid of conflicts of interest or third-party commissions.
Latest 13F Filing Activity
LTG Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 27 equity positions with a total 13F market value of $117M. The fund increased holdings in Proshares TR, Invesco Exchange Traded FD T, Ishares TR among other positions. LTG Capital LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 17.33% | $20.2M | 111,410 | $151.10 | $181.74 | +$910.9K |
I IJR | ISHARES TR | 12.56% | $14.7M | 134,269 | $99.02 | $109.29 | +$724.6K |
I IJH | ISHARES TR | 11.53% | $13.5M | 217,314 | $51.05 | $62.02 | +$824.1K |
S SSO | PROSHARES TR | 8.12% | $9.5M | 97,105 | $53.00 | $97.72 | +$1.5M |
M MVV | PROSHARES TR | 7.70% | $9.0M | 141,453 | $55.02 | $63.58 | +$734.1K |
Industry Allocation
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