13F Insight
DOSSIER · 13F-HR · Q2 2026

Lantz Financial LLC

$546M in tracked AUM across 259 positions as of Q2 2026.

LF
CIK 0001766883 · last filed Jun 30, 2026
Total AUM
$546M
as of Q2 2026
Holdings
259
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lantz Financial LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$42M57K7.8%02
CGXU
CAPITAL GROUP INTL FOCUS EQT
$24M681K4.3%03
HDV
ISHARES TR
$16M585K2.9%04
FDV
FEDERATED HERMES ETF TRUST
$15M489K2.8%05
VTI
VANGUARD INDEX FDS
$15M41K2.8%06
BNOV
INNOVATOR ETFS TRUST
$13M276K2.4%07
AAPL
APPLE INC
$10M35K1.8%08
BSCQ
INVESCO EXCH TRD SLF IDX FD
$10M488K1.7%09
MSFT
MICROSOFT CORP
$9M25K1.7%10
IVW
ISHARES TR
$9M66K1.7%

Filing history

2026Q2Jun 30
$546M▲ 12.9%
259 positionsView →2026Q1Mar 31
$484M▲ 2.1%
239 positionsView →2025Q4Dec 31
$474M▲ 4.9%
247 positionsView →2025Q3Sep 30
$452M▲ 12.6%
241 positionsView →2025Q2Jun 30
$401M▲ 9.8%
235 positionsLocked2025Q1Mar 31
$365M▼ 2.6%
222 positionsLocked2024Q4Dec 31
$375M▲ 1.6%
227 positionsLocked2024Q3Sep 30
$369M▲ 14.8%
229 positionsLocked2024Q2Jun 30
$322M▲ 3.6%
212 positionsLocked2024Q1Mar 31
$311M▲ 12.2%
206 positionsLocked2023Q4Dec 31
$277M▲ 10.2%
198 positionsLocked2023Q3Sep 30
$251M▼ 1.6%
186 positionsLocked
Showing 12 of 30