account_balance

Investment manager · 13F filer · SEC CIK 1766883

Lantz Financial LLC

Reported value$549Mas of Sep 30, 2026

Positions260 13 new, 12 sold out

Top 10 weight31.6%IVV alone is 8%

FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

8.2%Added +4%

CGXUCapital Group Intl Focus Eqt

4.3%

HDViShares Tr

3.0%

FDVFederated Hermes ETF Trust

2.9%Added +5%

VTIVanguard Index FDS

2.8%

BNOVInnovator Etfs Trust

2.4%

MSFTMicrosoft Corp

2.4%

AAPLApple Inc.

2.1%

NVDANVIDIA Corp

1.8%

BSCQInvesco Exch TRD SLF Idx Fd

1.8%

WINNHarbor ETF Trust

1.7%

IVWiShares Tr

1.7%

IVViShares Tr

8.2%Added +4%

CGXUCapital Group Intl Focus Eqt

4.3%

HDViShares Tr

3.0%

FDVFederated Hermes ETF Trust

2.9%+5%

VTIVanguard Index FDS

2.8%

BNOVInnovator Etfs Trust

2.4%

MSFTMicrosoft Corp

2.4%

AAPLApple Inc.

2.1%

NVDANVIDIA Corp

1.8%

BSCQ1.8%

WINN1.7%

IVW1.7%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 8.2% Added +4%

CGXU Capital Group Intl Focus Eqt 4.3% Held

HDV iShares Tr 3.0% Held

FDV Federated Hermes ETF Trust 2.9% Added +5%

VTI Vanguard Index FDS 2.8% Held

BNOV Innovator Etfs Trust 2.4% Held

MSFT Microsoft Corp 2.4% Held AAPL Apple Inc. 2.1% Held NVDA NVIDIA Corp 1.8% Held

BSCQ Invesco Exch TRD SLF Idx Fd 1.8% Held

WINN Harbor ETF Trust 1.7% Held

IVW iShares Tr 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 9, 2026 filing

add_circleNew

ACWX $2.67M
WSO $1.8M
HON $946K
ZTS $789K

arrow_upwardAdded

IWD +2708%
CORO +90%
BLCR +26%
ADI +15%

arrow_downwardTrimmed

SGOV −38%
SNA −26%
IEMG −25%
MRK −11%

remove_circleSold out

DFSV $7.43M
DOW $1.02M
DEO $442K
ADP $366K

Lantz Financial LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email