Latitude Advisors, LLC

CIK: 0001843715Latest portfolio: $227.3M · Q4 2025

Holdings

224

Total Value

$227.3M

New Positions

221

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
ARPADVISORS INNER CIRCLE FD II
714,154$21.6M9.49%NEW
2
IVVISHARES TR
20,147$13.8M6.07%NEW
3
NDQINVESCO QQQ TR
17,629$10.8M4.76%NEW
4
SPYSPDR S&P 500 ETF TR
8,625$5.9M2.59%NEW
5
GQ9SPDR GOLD TR
13,484$5.3M2.35%NEW
6
NVDANVIDIA CORPORATION
24,105$4.5M1.98%NEW
7
AMZNAMAZON COM INC
17,954$4.1M1.82%NEW
8
SPYMSPDR SERIES TRUST
50,797$4.1M1.79%NEW
9
TLTISHARES TR
41,262$3.6M1.58%NEW
10
MSFTMICROSOFT CORP
7,321$3.5M1.56%NEW
11
CGDGCAPITAL GROUP DIVIDEND VALUE
75,970$3.3M1.46%NEW
12
AAPLAPPLE INC
11,942$3.2M1.43%NEW
13
CGGRCAPITAL GROUP GROWTH ETF
67,391$3.0M1.32%NEW
14
VOOVANGUARD INDEX FDS
4,470$2.8M1.23%NEW
15
TYLTYLER TECHNOLOGIES INC
6,110$2.8M1.22%NEW
16
ABBVABBVIE INC
11,625$2.7M1.17%NEW
17
VIGVANGUARD SPECIALIZED FUNDS
11,524$2.5M1.11%NEW
18
CGUSCAPITAL GROUP CORE EQUITY ET
61,231$2.5M1.08%NEW
19
AVGOBROADCOM INC
6,777$2.3M1.03%NEW
20
VTIVANGUARD INDEX FDS
6,936$2.3M1.02%NEW
21
KMLMKRANESHARES TRUST
78,747$2.0M0.90%NEW
22
SCHDSCHWAB STRATEGIC TR
74,303$2.0M0.90%NEW
23
QLDPROSHARES TR
27,439$1.9M0.85%NEW
24
IAU*ISHARES GOLD TR
22,388$1.8M0.80%NEW
25
SPYGSPDR SERIES TRUST
16,793$1.8M0.79%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.495354032462773e+62T)
Unknown0.0% ($1.0829534318171065e+53T)
Healthcare0.0% ($2.6561653561437396e+22T)
Industrials0.0% ($1253552401360275.3T)
Consumer Defensive0.0% ($474451351325323.3T)
Consumer Cyclical0.0% ($41441149898885.6T)
Communication Services0.0% ($17791649705.7T)
Energy0.0% ($980397.3T)
Utilities0.0% ($526393.4T)
Basic Materials0.0% ($323.3M)
Real Estate0.0% ($254K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$227.3M224
Q3 2025Oct 31, 2025$219.1B0
Q2 2025Jul 29, 2025$198.8B204
Q1 2025Apr 28, 2025$172.0B186

Fund Information

CIK0001843715
Most Recent FilingJan 27, 2026
Number of Filings4

Latitude Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $227.3M across 224 holdings. The largest position is ADVISORS INNER CIRCLE FD II (ARP), representing 9.5% of the portfolio. Compared to the previous quarter, the fund opened 224 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.