Lantz Financial LLC - Portfolio Stock Holdings

Lantz Financial LLC disclosed 262 stock positions in a recent SEC 13F filing. $546,150,078 of stock holdings were filed, with the largest holdings including IVV, CGXU, and HDV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $994,110,000 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.