SEC Form 13F

Lantz Financial LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$546,150,421
Positions259

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$42,369,68256,577
CAPITAL GROUP INTL FOCUS EQTCGXUSHS CREAT UNIT$23,566,027680,706
ISHARES TRHDVCORE HIGH DV ETF$16,044,059585,336
FEDERATED HERMES ETF TRUSTFDVUS STRATEGIC DIV$15,339,336488,669
VANGUARD INDEX FDSVTITOTAL STK MKT$15,228,69141,154
INNOVATOR ETFS TRUSTBNOVUS EQTY BUF NOV$13,175,958275,590
APPLE INCAAPLCOM$10,069,49534,799
INVESCO EXCH TRD SLF IDX FDBSCQBULSHS 2026 CB$9,528,231488,002
MICROSOFT CORPMSFTCOM$9,340,32425,040
ISHARES TRIVWS&P 500 GRWT ETF$9,026,10065,630

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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