Q3 2026 13F · SEC CIK 1914668
Latigo Investments, LLC
Asset managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $224.3M
- Reported positions
- 16
- Top holdings a year, 3 yrs
- +18.1%
- Average holding period
- 3.9 yrs
Latigo Investments, LLC is an asset manager that reported 16 positions worth $224.3M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Vanguard Index Fds (VV, 17.1%), Vanguard Index Fds (VTI, 13.5%), Ishares Tr (EFA, 12.9%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 22.3% for the S&P 500.
Latigo Investments, LLC holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VVVanguard Index Fds | 17.1% | +0.0% | $38.3M |
| VTIVanguard Index Fds | 13.5% | +0.0% | $30.3M |
| EFAIshares Tr | 12.9% | +0.0% | $28.9M |
| VEAVanguard Ftse Developed Markets Index Fu | 9.7% | +0.0% | $21.7M |
| IWBIshares Tr | 7.9% | +0.0% | $17.7M |
| VTVVanguard Index Fds | 7.2% | +0.0% | $16.2M |
| IWMIshares Tr | 6.3% | +0.0% | $14.0M |
| VUGVanguard Index Fds | 4.9% | +0.0% | $10.9M |
| VXUSVanguard Star Fds | 4.2% | +0.0% | $9.4M |
| VBVanguard Index Fds | 3.9% | +0.0% | $8.7M |
| MDYState Str Spdr S&p Midcap 40 | 3.2% | +0.0% | $7.2M |
| PHYSSprott Asset Management LP | 3.0% | +0.0% | $6.7M |
| VNQVanguard Index Fds | 2.8% | +0.0% | $6.4M |
| IEMGIshares Inc | 2.1% | — | $4.7M |
| VCITVanguard Scottsdale Fds | 1.0% | -65.2% | $2.3M |
| TBILRbb Fd Inc | 0.4% | — | $798K |
What Latigo Investments, LLC bought and sold in Q3 2026, against Q2 2026.
New positions
- IEMG Ishares Inc2.1% of 13F
- TBIL Rbb Fd Inc0.4% of 13F
Added to
No position grew by more than 5%.
Reduced
- VCIT Vanguard Scottsdale Fds-65.2% shares
Sold out
Nothing sold out.
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +11.0% /yr
- S&P 500 +11.7%
- 3 years
- +18.1% /yr
- S&P 500 +22.3%
- 5 years
- +8.9% /yr
- S&P 500 +13.3%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $224.3M | 16 |
| Q2 2026 | $224.4M | 14 |
| Q1 2026 | $200.7M | 14 |
| Q4 2025 | $203.2M | 14 |
| Q3 2025 | $198.4M | 14 |
| Q2 2025 | $194.2M | 15 |
| Q1 2025 | $187.6M | 17 |
| Q4 2024 | $196.6M | 18 |
| Q3 2024 | $204.8M | 19 |
| Q2 2024 | $195.3M | 20 |
| Q1 2024 | $195.1M | 20 |
| Q4 2023 | $181.1M | 19 |
Questions about Latigo Investments, LLC's portfolio
What stocks does Latigo Investments, LLC own?
Latigo Investments, LLC's latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 16 positions worth $224.3M. The largest are Vanguard Index Fds (VV) at 17.1%, Vanguard Index Fds (VTI) at 13.5%, Ishares Tr (EFA) at 12.9%, Vanguard Ftse Developed Markets Index Fu (VEA) at 9.7% and Ishares Tr (IWB) at 7.9%.
What did Latigo Investments, LLC buy last quarter?
In Q3 2026, Latigo Investments, LLC added a new position in Ishares Inc (IEMG) and a new position in Rbb Fd Inc (TBIL), compared with its Q2 2026 filing.
What did Latigo Investments, LLC sell last quarter?
In Q3 2026, Latigo Investments, LLC Vanguard Scottsdale Fds (VCIT) (-65.2% shares), compared with its Q2 2026 filing.
How has Latigo Investments, LLC's portfolio performed?
A portfolio copying Latigo Investments, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +11.0% against +11.7%. Over 5 years: +8.9% a year against +13.3%.
When is Latigo Investments, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Latigo Investments, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.