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Latigo Investments, LLC

Q2 2025 · 13F-HR

Latigo Investments, LLCholdings as filed

Filed 2025-08-12 · accession 0001754960-25-000562

$194.2M
Reported value
15
Positions
2025-06-30
Period end
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The Brief · Latigo Investments, LLC · Q2 2025

AI · grounded in 13F

Latigo Investments, LLC established a new position in VV valued at $31.1M. The fund also initiated new holdings in EFA for $24.9M and VTI for $24.6M. Additional new positions include VEA at $17.5M, IWB at $14.5M, and VTV at $13.2M. Total assets under management stand at $194.2M across 15 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908637VVVANGUARD INDEX FDS$31.1M16.0%108,982CommonNONE
464287465EFAISHARES TR$24.9M12.8%278,590CommonNONE
922908769VTIVANGUARD INDEX FDS$24.6M12.7%80,845CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$17.5M9.01%306,975CommonNONE
464287622IWBISHARES TR$14.5M7.44%42,556CommonNONE
922908744VTVVANGUARD INDEX FDS$13.2M6.82%74,917CommonNONE
464287655IWMISHARES TR$10.9M5.61%50,522CommonNONE
922908736VUGVANGUARD INDEX FDS$8.8M4.55%20,176CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$8.7M4.48%105,826CommonNONE
921909768VXUSVANGUARD STAR FDS$7.6M3.92%110,240CommonNONE
922908751VBVANGUARD INDEX FDS$7.3M3.74%30,671CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$7.1M3.67%86,019CommonNONE
922908553VNQVANGUARD INDEX FDS$6.3M3.26%70,972CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$6.2M3.20%10,962CommonNONE
85207H104PHYSSPROTT PHYSICAL GOLD TR$5.4M2.80%214,134CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.