Lantz Financial LLC
Q2 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
235
- Value ($000)
$401,241
- Date Filed07/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $25.75M | 6 % | 41,476 | ||
CGXU CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $14.44M | 4 % | 532,289 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.04M | 3 % | 24,210 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $12.03M | 3 % | 102,663 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.52M | 3 % | 37,901 | ||
BJUN INNOVATOR ETFS TRUST | US EQTY BUFR JUN | 45782C755 | $11.15M | 3 % | 254,782 | ||
FDV FEDERATED HERMES ETF TRUST | US STRATEGIC DIV | 31423L305 | $8.52M | 2 % | 310,417 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $8.10M | 2 % | 415,107 | ||
UMAR INNOVATOR ETFS TRUST | US EQT ULTRA BF | 45782C375 | $7.37M | 2 % | 195,982 | ||
BSCP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | $7.32M | 2 % | 354,080 |
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