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Home > Institutional Investor > Lantz Financial Llc > Profile

Instuitional Investor - Lantz Financial Llc

Fund Profile
Filing Period:
Fund Name: Lantz Financial Llc
Portfolio Value $473,896,107
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 42,333 $28,995,429 6.12%
2.
Capital Group Intl Focus Eqt
 591,770 $17,486,791 3.69%
3.
Ishares Tr - CORE HIGH DV ETF
 109,545 $13,321,783 2.81%
4.
Vanguard Index Fds
 38,099 $12,773,405 2.7%
5.
Microsoft Corp
 MSFT 26,388 $12,761,616 2.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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