Latko Wealth Management, Ltd. reported 37 holdings worth US$236M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Latko Wealth Management, Ltd. reported 37 holdings worth US$236M as of Jun 30, 2026. Largest: Merck & Company, Inc., Apple Inc and Microsoft Corp. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$236M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Merck & Company, Inc. | 37,505 | US$4.82M | 2.0% |
| Apple Inc | 13,573 | US$3.93M | 1.7% |
| Microsoft Corp. | 10,312 | US$3.85M | 1.6% |
| Berkshire Hathaway Inc. | 2,159 | US$1.08M | 0.46% |
| Nvidia Corporation | 4,942 | US$989K | 0.42% |
| Netflix, Inc. | 11,797 | US$842K | 0.36% |
| Amazon.com, Inc. | 3,158 | US$753K | 0.32% |
| Texas Instruments Incorporated | 1,812 | US$540K | 0.23% |
| Amphenol Corporation | 2,218 | US$391K | 0.17% |
| Salesforce, Inc. | 2,018 | US$316K | 0.13% |
| Ge Aerospace | 833 | US$311K | 0.13% |
| Ge Vernova Inc. | 247 | US$290K | 0.12% |
| Walt Disney Company (the) | 2,356 | US$227K | 0.10% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |