Lantz Financial LLC
Annual return '25
+29.4%
SPY '25
+17.7%
Alpha
+11.7ptsvs SPY
Invested
$483.7M
Holdings
238
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 42.2k shares)
6.3%
02
$CGXU
CAPITAL GROUP INTL FOCUS EQT
Q4 2025: Exited (was 552.6k shares)
3.9%
03
$HDV
ISHARES TR
Q4 2025: Exited (was 105.5k shares)
3.2%
04
$FDV
FEDERATED HERMES ETF TRUST
Q4 2025: Exited (was 340.9k shares)
2.9%
05
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 38.6k shares)
2.7%
06
$BNOV
INNOVATOR ETFS TRUST
Q4 2025: Exited (was 9.4k shares)
2.5%
07
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 26.0k shares)
2.0%
08
$BSCQ
INVESCO EXCH TRD SLF IDX FD
Q4 2025: Exited (was 431.9k shares)
1.9%
09
$AAPL
APPLE INC
Q4 2025: Exited (was 34.2k shares)
1.9%
10
$IVE
ISHARES TR
Q4 2025: Exited (was 27.4k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:24 UTC.