Institutions / Lantz Financial LLC
Lantz Financial LLC
CIK 1766883 · Institution · as of Dec 31, 2025
Portfolio value
$473.90M
Positions
247
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 247 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $29.00M | 6.1% |
| Capital Group Intl Focus Eqt | $17.49M | 3.7% |
| iShares Tr | $13.32M | 2.8% |
| Vanguard Index Fds | $12.77M | 2.7% |
| Microsoft Corp | $12.76M | 2.7% |
| Innovator Etfs Trust | $12.44M | 2.6% |
| Federated Hermes ETF Trust | $11.25M | 2.4% |
| Apple Inc. | $9.31M | 2.0% |
| Invesco Exch Trd Slf Idx Fd | $8.88M | 1.9% |
| iShares Tr | $8.19M | 1.7% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $8.15M | 1.7% |
| NVIDIA Corp | $7.88M | 1.7% |
| Innovator Etfs Trust | $7.75M | 1.6% |
| Harbor ETF Trust | $7.45M | 1.6% |
| iShares Tr | $7.43M | 1.6% |
| Invesco Exch Trd Slf Idx Fd | $7.24M | 1.5% |
| Amazon.com Inc | $6.34M | 1.3% |
| iShares Tr | $6.26M | 1.3% |
| Capital Group Growth ETF | $6.22M | 1.3% |
| iShares Inc | $6.17M | 1.3% |
| iShares Tr | $5.60M | 1.2% |
| Dimensional ETF Trust | $5.15M | 1.1% |
| iShares MSCI UAE ETF | $5.05M | 1.1% |
| T Rowe Price ETF Inc | $4.98M | 1.1% |
| Warren E. Buffett | $4.78M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.