Lantz Financial LLC

Institutional manager (13F) · CIK 1766883

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $314M

#	Issuer	Value	Shares
1	ISHARES TR	$31M	46,947
2	CAPITAL GROUP INTL FOCUS EQT	$19M	640,279
3	ISHARES TR	$16M	114,530
4	FEDERATED HERMES ETF TRUST	$14M	447,684
5	VANGUARD INDEX FDS	$13M	40,130
6	INNOVATOR ETFS TRUST	$12M	278,669
7	MICROSOFT CORP	$10M	25,742
8	INVESCO EXCH TRD SLF IDX FD	$9M	474,538
9	APPLE INC	$9M	35,859
10	ISHARES TR	$8M	39,099
11	INNOVATOR ETFS TRUST	$8M	205,447
12	INVESCO EXCH TRD SLF IDX FD	$8M	394,234
13	BLACKROCK ETF TRUST	$7M	128,235
14	ISHARES TR	$7M	65,117
15	NVIDIA CORPORATION	$7M	42,148
16	HARBOR ETF TRUST	$7M	257,138
17	ISHARES TR	$7M	89,694
18	ISHARES INC	$6M	89,282
19	DIMENSIONAL ETF TRUST	$6M	176,496
20	CAPITAL GROUP GROWTH ETF	$6M	145,770
21	AMAZON COM INC	$6M	27,380
22	CHEVRON CORPORATION	$6M	27,479
23	T ROWE PRICE ETF INC	$6M	122,306
24	ISHARES TR	$5M	25,642
25	CISCO SYS INC	$5M	59,803
26	EXXON MOBIL CORP	$5M	26,977
27	BERKSHIRE HATHAWAY INC DEL	$5M	9,508
28	WISDOMTREE TR	$4M	43,497
29	CAPITAL GROUP NEW GEOGRAPHY	$3M	110,168
30	SOUTHERN CO	$3M	33,795
31	JOHNSON & JOHNSON	$3M	13,083
32	INTERNATIONAL BUSINESS MACHS	$3M	13,074
33	ISHARES TR	$3M	135,293
34	INNOVATOR ETFS TRUST	$3M	63,472
35	ISHARES TR	$3M	27,384
36	WEC ENERGY GROUP INC	$3M	26,273
37	BLACKROCK ETF TRUST	$3M	91,415
38	ISHARES TR	$3M	134,796
39	NORTHERN TR CORP	$3M	21,486
40	ISHARES TR	$3M	132,667
41	BLACKROCK ETF TRUST	$3M	80,488
42	ANALOG DEVICES INC	$3M	9,045
43	INVESCO EXCH TRD SLF IDX FD	$3M	139,734
44	ISHARES TR	$3M	11,792
45	REPUBLIC SVCS INC	$3M	12,894
46	CHUBB LTD SWITZ	$3M	8,399
47	LOCKHEED MARTIN CORP	$3M	4,444
48	PHILIP MORRIS INTL INC	$3M	15,578
49	CATERPILLAR INC	$3M	3,581
50	US BANCORP	$3M	48,670

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.