LWM

Latko Wealth Management Ltd. Portfolio

Invests via Latko Wealth Management Ltd. | Managed by David W. Latko

Invests via Latko Wealth Management Ltd.

Managed by David W. Latko

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:05 PM

Company Profile

With a focus on high-net-worth individuals and families, Latko Wealth Management Ltd. specializes in delivering customized wealth solutions that bridge investment management and comprehensive financial planning. The firm has carved out a reputation for its client-centric approach, ensuring tailored strategies that respond to unique life stages and goals. By leveraging deep market insights and innovative tools, it empowers clients to achieve sustained financial health. As an established player in the competitive landscape of wealth management, this entity demonstrates a commitment to enhancing client outcomes through proactive engagement and expertise.

Investment Philosophy & Strategy

Through a thorough understanding of market dynamics, Latko Wealth Management Ltd. focuses on the nuanced needs of high-net-worth clients to tailor wealth solutions that drive lasting financial success. This firm excels in crafting bespoke strategies by leveraging advanced analytical capabilities and personalized advice that address each client’s specific aspirations and concerns. A strong emphasis on building long-term relationships informs their investment approach, enabling the delivery of multi-faceted financial planning that is both proactive and responsive to changing circumstances. By prioritizing innovative practices, they enhance the overall quality of service provided while remaining agile within a competitive environment.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

23.97%

Gain +0.45%

Monthly

1.06%

Yearly

13.48%

Drawdown

18.6%

$233.28M

Equity

Holdings

$233.28M

Investment

$187.79M

$48.36M

Profit +$1.12M

Realized

$2.87M

Unrealized

$45.49M

Dividends

$4.1M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.45%

Profit

$1.12M

Win %

70%

This Week

Compared To Last Week

Gain

-1.42%

Profit

-$3.35M

Win %

70%

This Month

Compared to last month

Gain

-1.26%

Profit

-$2.98M

Win %

70%

This Year

Compared to last year

Gain

8.02%

Profit

$17.91M

Win %

69%

Gainers
Losers

TXN Texas Instruments Inc

+1.36%

+$7,347.64

IJR iShares Core S&P Small-Cap ETF

+1%

+$87,540.78

VO Vanguard Mid-Cap ETF

+0.97%

+$66,056.5

APH Amphenol Corporation

+0.95%

+$3,139.23

BRK-A Berkshire Hathaway Inc.

+0.93%

+$6,789

SCHD Schwab U.S. Dividend Equity ETF

+0.89%

+$102,981.9

DIA SPDR Dow Jones Industrial Average ETF Trust

+0.75%

+$148,185.19

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$10,069.92

BRK-B Berkshire Hathaway Inc.

+0.69%

+$2,284.71

QQQM Invesco NASDAQ 100 ETF

+0.68%

+$213,863.31

VGT Vanguard Information Technology ETF

+0.6%

+$34,636

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$56,792.76

IVV iShares Core S&P 500 ETF

+0.58%

+$294,039.12

VOO Vanguard S&P 500 ETF

+0.58%

+$20,982.38

SPY SPDR S&P 500 ETF Trust

+0.57%

+$54,321.53

DGRW WisdomTree U.S. Quality Dividend Growth Fund

+0.5%

+$42,300

WMT Walmart Inc.

+0.45%

+$925.96

FNDF Schwab Fundamental International Large Company Index ETF

+0.35%

+$78,242.19

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$16,255.25

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$1,287.44

VUG Vanguard Growth ETF

+0.22%

+$6,845.7

NVDA NVIDIA Corporation

+0.18%

+$1,928.81

SCHG Schwab U.S. Large-Cap Growth ETF

+0.15%

+$11,553

MSFT Microsoft Corp.

+0.13%

+$4,050.8

IWF iShares Russell 1000 Growth ETF

+0.06%

+$634.5

AAPL Apple Inc.

-1.52%

-$60,939

MRK Merck & Co., Inc.

-1.41%

-$68,766.06

AMZN Amazon.com Inc

-1.21%

-$8,042.82

NFLX Netflix, Inc.

-1.14%

-$8,931.72

DIS The Walt Disney Company

-0.3%

-$718.58

CRM Salesforce Inc

-0.25%

-$827.38

IEI iShares 3-7 Year Treasury Bond ETF

-0.12%

-$6,171.06

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.12%

-$855.18

INTU Intuit Inc.

-0.1%

-$169.12

VCSH Vanguard Short-Term Corporate Bond ETF

-0.03%

-$65.12

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$454.44

Events

Dividends

Dividend Analysis

No Data

Trades 211	Longs Won 134/211 63%	Profit Factor 36.71
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.08M
Average Win $370,993.64	Best Trade (Jun 12) $11.08M	Sharpe Ratio -11.39
Average Loss -$17,588.36	Worst Trade (Jun 12) -$218,071.98	Z-Score 4.72 (100%)
Commissions $0	Avg. Trade Length 10m 3w 1d	Expectancy $229,188.84

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	0.01%
Consecutive Losing Trades	13,333	12,000	10,667	9,333	8,000	6,667	5,333	4,000	2,667	1,333