Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Latitude Advisors, LLC (CIK 1843715) reported $218.3M across 213 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ARP ($24.4M, 11.20%), IVV ($13.3M, 6.08%), SPY ($5.9M, 2.68%), GLD ($5.3M, 2.42%), NVDA ($4.0M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARP | ADVISORS INNER CIRCLE FD II | $24.4M | 11.20% | 778,680 | Added |
| 2 | IVV | ISHARES TR | $13.3M | 6.08% | 20,319 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $5.9M | 2.68% | 9,010 | Added |
| 4 | GLD | SPDR GOLD TR | $5.3M | 2.42% | 12,285 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $4.0M | 1.85% | 23,159 | Trimmed |
| 6 | SPLG | SPDR SERIES TRUST | $4.0M | 1.84% | 52,587 | Added |
| 7 | TLT | ISHARES TR | $3.8M | 1.73% | 43,600 | Added |
| 8 | AMZN | AMAZON COM INC | $3.7M | 1.70% | 17,843 | Trimmed |
| 9 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.7M | 1.70% | 87,468 | Added |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $3.1M | 1.42% | 77,068 | Added |
| 11 | VOO | VANGUARD INDEX FDS | $3.1M | 1.41% | 5,162 | Added |
| 12 | ABBV | ABBVIE INC | $2.8M | 1.30% | 13,014 | Added |
| 13 | CGUS | CAPITAL GROUP CORE EQUITY ET | $2.7M | 1.22% | 69,295 | Added |
| 14 | AAPL | APPLE INC | $2.6M | 1.20% | 10,301 | Trimmed |
| 15 | QLD | PROSHARES TR | $2.5M | 1.16% | 41,336 | Added |
| 16 | SCHD | SCHWAB STRATEGIC TR | $2.5M | 1.13% | 80,642 | Added |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.10% | 11,210 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $2.2M | 1.03% | 6,982 | Added |
| 19 | KMLM | KRANESHARES TRUST | $2.2M | 1.02% | 79,276 | Added |
| 20 | MSFT | MICROSOFT CORP | $2.2M | 1.02% | 6,032 | Trimmed |
| 21 | AVGO | BROADCOM INC | $2.1M | 0.95% | 6,672 | Trimmed |
| 22 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $2.0M | 0.91% | 65,785 | Added |
| 23 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $1.9M | 0.88% | 53,638 | Added |
| 24 | DYNF | BLACKROCK ETF TRUST | $1.9M | 0.87% | 32,711 | Added |
| 25 | BTAL | AGF INVTS TR | $1.9M | 0.86% | 134,046 | Added |
Source: SEC Form 13F filings · as of 2026-03-31