Lantz Financial LLC
Q4 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
247
- Value ($000)
$473,896
- Date Filed01/14/2026
- Form type13F-HR
- CIK0001766883
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $29M | 6 % | 42,333 | ||
CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $17.49M | 4 % | 591,770 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | $13.32M | 3 % | 109,545 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.77M | 3 % | 38,099 | ||
MICROSOFT CORP | COM | 594918104 | $12.76M | 3 % | 26,388 | ||
INNOVATOR ETFS TRUST | US EQTY BUF NOV | 45782C581 | $12.44M | 3 % | 279,869 | ||
FEDERATED HERMES ETF TRUST | US STRATEGIC DIV | 31423L305 | $11.25M | 2 % | 393,055 | ||
APPLE INC | COM | 037833100 | $9.31M | 2 % | 34,260 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $8.88M | 2 % | 453,812 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $8.19M | 2 % | 38,608 |
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