Lantz Financial LLC

Q4 2025 13F Holdings

  • Location
    naperville, IL
  • Num holdings

    247

  • Value ($000)

    $473,896

  • Date Filed
    01/14/2026
  • Form type
    13F-HR
  • CIK
    0001766883
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$29M
6 %

42,333

C
CGXU

CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI
14019W109
$17.49M
4 %

591,770

H
HDV

ISHARES TR

CORE HIGH DV ETF
46429B663
$13.32M
3 %

109,545

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$12.77M
3 %

38,099

M
MSFT

MICROSOFT CORP

COM
594918104
$12.76M
3 %

26,388

B
BNOV

INNOVATOR ETFS TRUST

US EQTY BUF NOV
45782C581
$12.44M
3 %

279,869

F
FDV

FEDERATED HERMES ETF TRUST

US STRATEGIC DIV
31423L305
$11.25M
2 %

393,055

A
AAPL

APPLE INC

COM
037833100
$9.31M
2 %

34,260

B
BSCQ

INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB
46138J791
$8.88M
2 %

453,812

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$8.19M
2 %

38,608

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