2026 Q1 Portfolio Activity
In 2026 Q1, Latigo Investments, LLC maintained a portfolio of 14 distinct positions. The fund also reduced its exposure to VANGUARD INDEX FDS by 33.0%.
Position History
hover any row below to update
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Total Positions
14
Quarter
2026 Q1
Top Holding
VV (16.2%)
Top 10 Concentration
86.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Latigo Investments, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VV
VANGUARD INDEX ...
|
ETF | 16.22% | 16.88% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
108,982 | $32,569,271 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EFA
ISHARES TR
|
ETF | 13.48% | 13.16% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
278,590 | $27,059,447 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 12.92% | 13.34% |
#3
1
Prev: #2
|
6.0 |
—
|
no change | no change |
P
S
|
80,845 | $25,935,884 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 9.80% | 9.44% |
#4
Prev: #4
|
5.4 |
—
|
no change | no change |
P
S
|
306,975 | $19,670,958 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWB
ISHARES TR
|
ETF | 7.56% | 7.82% |
#5
Prev: #5
|
4.5 |
—
|
no change | no change |
P
S
|
42,556 | $15,173,767 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 7.32% | 7.04% |
#6
Prev: #6
|
3.9 |
—
|
no change | no change |
P
S
|
74,917 | $14,698,715 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWM
ISHARES TR
|
ETF | 6.24% | 6.12% |
#7
Prev: #7
|
3.5 |
—
|
no change | no change |
P
S
|
50,522 | $12,529,456 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 4.39% | 4.84% |
#8
Prev: #8
|
1.8 |
—
|
-6,649 | -33.0% |
P
S
|
13,526 | $8,812,238 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 4.23% | 4.09% |
#9
Prev: #9
|
2.7 |
—
|
no change | no change |
P
S
|
110,240 | $8,500,606 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 4.00% | 3.89% |
#10
Prev: #10
|
2.6 |
—
|
no change | no change |
P
S
|
30,671 | $8,033,348 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PHYS
SPROTT ASSET MA...
|
Unknown | 3.78% | 3.48% |
#11
1
Prev: #12
|
2.5 |
—
|
no change | no change |
P
S
|
214,134 | $7,588,909 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 3.55% | 3.55% |
#12
1
Prev: #11
|
2.4 |
—
|
no change | no change |
P
S
|
86,019 | $7,118,072 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 3.37% | 3.25% |
#13
Prev: #13
|
2.3 |
—
|
no change | no change |
P
S
|
10,962 | $6,760,923 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 3.14% | 3.09% |
#14
Prev: #14
|
2.3 |
—
|
no change | no change |
P
S
|
70,972 | $6,295,216 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-14 of 14 holdings