Lantz Financial LLC — 13F holdings

Lantz Financial LLC reported 260 holdings worth $549M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

1. IVV ISHARES TR — $44.9M (8.2%)
2. CGXU CAPITAL GROUP INTL FOCUS EQT — $23.7M (4.3%)
3. HDV ISHARES TR — $16.4M (3.0%)
4. FDV FEDERATED HERMES ETF TRUST — $16.1M (2.9%)
5. VTI VANGUARD INDEX FDS — $15.3M (2.8%)
6. BNOV INNOVATOR ETFS TRUST — $13.4M (2.4%)
7. MSFT MICROSOFT CORP — $13.1M (2.4%)
8. AAPL APPLE INC — $11.5M (2.1%)
9. NVDA NVIDIA CORPORATION — $9.66M (1.8%)
10. BSCQ INVESCO EXCH TRD SLF IDX FD — $9.63M (1.8%)