Lantz Financial LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 260 distinct positions held by the firm.
The report identifies Kristin Crowley as the Chief Compliance Officer responsible for the filing, which was signed on October 15, 2026. The firm’s address is listed as 1733 Park Street Suite 350 in Naperville, Illinois.
The portfolio includes a mix of large-cap technology companies, consumer staples, and industrial firms. Notable positions include Apple Inc., with 34,431 shares; Microsoft Corporation, with 25,476 shares; and NVIDIA Corporation, with 42,286 shares. Other significant holdings include Amazon.com Inc. (27,472 shares), Berkshire Hathaway Inc. (9,904 shares), and Visa Inc. (16,85 shares).
The filing also lists numerous exchange-traded funds (ETFs) and other investment vehicles, including various BlackRock iShares funds, Invesco exchange-traded funds, and Innovator ETFs. These funds represent a substantial portion of the total holdings, covering a broad range of sectors such as technology, healthcare, and energy.
