Lantz Financial LLC
RIA/Wealth
Lantz Financial LLC is a RIA/Wealth based in Naperville, IL led by Michael Jon Lantz, reporting $846.2M in AUM as of Q3 2025 with 53% ETF concentration.
Managing PartnerMichael Jon Lantz
- Portfolio Value
- $449.6M
- Positions
- 240
- Top Holding
- IVV at 6.28%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lantz Financial LLC's portfolio (28.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $28.2M | 6.28% | +$481.2K Bought | — 42.2K shares | |
ETF ETF | $16.4M | 3.64% | +$601.8K Bought | — 552.6K shares | |
Software - Infrastructure Technology | $13.4M | 2.99% | +$901.2K Bought | 0.00% 26.0K shares | |
ETF ETF | $12.9M | 2.87% | +$346.4K Bought | — 105.5K shares | |
ETF ETF | $12.7M | 2.81% | +$213.0K Bought | — 38.6K shares | |
ETF ETF | $11.6M | 2.59% | -$16.0K Sold | — 254.4K shares | |
ETF ETF | $9.8M | 2.17% | +$873.1K Bought | — 340.9K shares | |
Consumer Electronics Technology | $8.7M | 1.94% | +$407.2K Bought | 0.00% 34.2K shares | |
ETF ETF | $8.4M | 1.88% | +$328.4K Bought | — 431.9K shares | |
Semiconductors Technology | $7.9M | 1.77% | +$372.6K Bought | 0.00% 42.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lantz Financial LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Lantz Financial LLC
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