Lantz Financial LLC - Q42025 Holdings

Lantz Financial LLC holds 247 stocks with a total portfolio value of $ 473.9M as of Q42025. In Q42025, Lantz Financial LLC added 17 new positions, increased stakes in 111 stocks, reduced 99 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (IVV), representing 6.12% of the total portfolio.