Holdings

Lantz Financial LLC

As of Sep 30, 2026, Lantz Financial LLC reported 245 positions worth US$535M. Largest: iShares Core S&P 500 ETF, Capital Group International Focus Equity ETF and iShares Core High Dividend ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
iShares Core S&P 500 ETF58,570US$44.9MnewSep 30, 2026
Capital Group International Focus Equity ETF692KUS$23.7MnewSep 30, 2026
iShares Core High Dividend ETF588KUS$16.4MnewSep 30, 2026
Federated Hermes U.S. Strategic Dividend ETF512KUS$16.1MnewSep 30, 2026
Vanguard Morningstar Total Stock Market ETF40,973US$15.3MnewSep 30, 2026
Innovator U.S. Equity Buffer ETF - November273KUS$13.4MnewSep 30, 2026
Microsoft Corp.25,476US$13.1M+436Sep 30, 2026
Apple Inc34,431US$11.5M−368Sep 30, 2026
Nvidia Corporation42,286US$9.66M−158Sep 30, 2026
Invesco BulletShares 2026 Corporate Bond ETF493KUS$9.63MnewSep 30, 2026