Lantz Financial LLC: 13F holdings
CIK 17668832026Q2
| Positions | 259 |
|---|---|
| Reported value | $546.2m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 56,577 | $42.4m | 7.8% |
| CGXU CAPITAL GROUP INTL FOCUS EQT | 680,706 | $23.6m | 4.3% |
| HDV ISHARES TR | 585,336 | $16.0m | 2.9% |
| FEDERATED HERMES ETF TRUST | 488,669 | $15.3m | 2.8% |
| VTI VANGUARD INDEX FDS | 41,154 | $15.2m | 2.8% |
| INNOVATOR ETFS TRUST | 275,590 | $13.2m | 2.4% |
| AAPL APPLE INC | 34,799 | $10.1m | 1.8% |
| BSCQ INVESCO EXCH TRD SLF IDX FD | 488,002 | $9.5m | 1.7% |
| MSFT MICROSOFT CORP | 25,040 | $9.3m | 1.7% |
| IWF ISHARES TR | 65,630 | $9.0m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766883")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.