Lantz Financial LLC
Lantz Financial LLC reported 259 positions worth $546.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: IVV (7.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $42.4M | 7.76% | 56,577 | — | — | |
| ▸ 2 | CGXU | SH | $23.6M | 4.31% | 680,706 | — | — | |
| ▸ 3 | HDV | SH | $16.0M | 2.94% | 585,336 | — | — | |
| ▸ 4 | FDV | SH | $15.3M | 2.81% | 488,669 | — | — | |
| ▸ 5 | VTI | SH | $15.2M | 2.79% | 41,154 | — | — | |
| ▸ 6 | BNOV | SH | $13.2M | 2.41% | 275,590 | — | — | |
| ▸ 7 | AAPL | SH | $10.1M | 1.84% | 34,799 | — | — | |
| ▸ 8 | BSCQ | SH | $9.5M | 1.74% | 488,002 | — | — | |
| ▸ 9 | MSFT | SH | $9.3M | 1.71% | 25,040 | — | — | |
| ▸ 10 | IVW | SH | $9.0M | 1.65% | 65,630 | — | — |
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Frequently Asked Questions
What stocks does Lantz Financial LLC hold as of Q2 2026?
Lantz Financial LLC reported 259 positions worth $546.2M in its Q2 2026 13F filing. Largest positions: IVV (7.8%), CGXU (4.3%), HDV (2.9%), FDV (2.8%) and VTI (2.8%).
What did Lantz Financial LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lantz Financial LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.