Lantz Financial LLC
All 13F Filings
- Location
- Naperville, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 546,150
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 259 | 546,150 | 13F-HR | Lantz Financial LLC |
| Q1 2026 | 4/9/2026 | 239 | 483,686 | 13F-HR | Lantz Financial LLC |
| Q4 2025 | 1/14/2026 | 247 | 473,896 | 13F-HR | Lantz Financial LLC |
| Q3 2025 | 11/6/2025 | 241 | 451,919 | 13F-HR | Lantz Financial LLC |
| Q2 2025 | 7/11/2025 | 235 | 401,241 | 13F-HR | Lantz Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 314.4 K | 57.6% | 37.6 K | 0 | 37.6 K |
| ETFs | 217.7 K | 39.9% | 23.46 K | 0 | 23.46 K |
| Debt | 14.06 K | 2.6% | 1.395 K | 0 | 1.395 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
546,150
Holdings
259
QoQ value change ($000)
62,464
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.