Lantz Financial LLC
Q3 2025 13F Holdings
- Locationnaperville, IL
- Num holdings
241
- Value ($000)
$451,919
- Date Filed 11/05/2025
- Form type13F-HR
- CIK 0001766883
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P500 ETF | 464287200 | $28.24M | 6 % | 42,195 | ||
C CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 | $16.37M | 4 % | 552,606 | ||
M MICROSOFT CORP | COM | 594918104 | $13.44M | 3 % | 25,950 | ||
H ISHARES TR | CORE HIGH DV ETF | 46429B663 | $12.92M | 3 % | 105,492 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $12.65M | 3 % | 38,550 | ||
B INNOVATOR ETFS TRUST | US EQTY BUFR JUN | 45782C755 | $11.64M | 3 % | 254,433 | ||
F FEDERATED HERMES ETF TRUST | US STRATEGIC DIV | 31423L305 | $9.76M | 2 % | 340,925 | ||
A APPLE INC | COM | 037833100 | $8.71M | 2 % | 34,212 | ||
B INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $8.45M | 2 % | 431,897 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $7.95M | 2 % | 42,602 |
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