Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lantz Financial LLC (CIK 1766883) reported $483.7M across 239 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($30.7M, 6.34%), CGXU ($18.9M, 3.90%), HDV ($15.5M, 3.21%), FDV ($13.8M, 2.85%), VTI ($12.9M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $30.7M | 6.34% | 46,947 | Added |
| 2 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $18.9M | 3.90% | 640,279 | Added |
| 3 | HDV | ISHARES TR | $15.5M | 3.21% | 114,530 | Added |
| 4 | FDV | FEDERATED HERMES ETF TRUST | $13.8M | 2.85% | 447,684 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $12.9M | 2.66% | 40,130 | Added |
| 6 | BNOV | INNOVATOR ETFS TRUST | $12.0M | 2.48% | 278,669 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $9.5M | 1.97% | 25,742 | Trimmed |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $9.3M | 1.92% | 474,538 | Added |
| 9 | AAPL | APPLE INC | $9.1M | 1.88% | 35,859 | Added |
| 10 | IVE | ISHARES TR | $8.3M | 1.71% | 39,099 | Added |
| 11 | UMAR | INNOVATOR ETFS TRUST | $8.2M | 1.69% | 205,447 | Added |
| 12 | BSCR | INVESCO EXCH TRD SLF IDX FD | $7.7M | 1.60% | 394,234 | Added |
| 13 | DYNF | BLACKROCK ETF TRUST | $7.5M | 1.54% | 128,235 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $7.4M | 1.52% | 42,148 | Trimmed |
| 15 | IVW | ISHARES TR | $7.4M | 1.52% | 65,117 | Added |
| 16 | WINN | HARBOR ETF TRUST | $7.1M | 1.47% | 257,138 | Added |
| 17 | EFV | ISHARES TR | $6.7M | 1.38% | 89,694 | Added |
| 18 | IEMG | ISHARES INC | $6.2M | 1.29% | 89,282 | Trimmed |
| 19 | DFSV | DIMENSIONAL ETF TRUST | $6.2M | 1.28% | 176,496 | Added |
| 20 | CGGR | CAPITAL GROUP GROWTH ETF | $5.9M | 1.21% | 145,770 | Added |
| 21 | AMZN | AMAZON COM INC | $5.7M | 1.18% | 27,380 | Trimmed |
| 22 | CVX | CHEVRON CORPORATION | $5.7M | 1.18% | 27,479 | Added |
| 23 | TEQI | T ROWE PRICE ETF INC | $5.5M | 1.14% | 122,306 | Added |
| 24 | QUAL | ISHARES TR | $4.9M | 1.02% | 25,642 | Added |
| 25 | CSCO | CISCO SYS INC | $4.6M | 0.96% | 59,803 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31