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Kristin Crowley

Lantz Financial Llc

Assets Managed
$546.15M
Holdings
259
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
12.92%(2Q avg: 7.5%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lantz Financial Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 259 positions.

Assets under management

The assets under management (AUM) of Lantz Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 546.15M in assets, with a quarterly growth rate of 12.92% and a 2-quarter average growth rate of 7.5%. The portfolio is managed by Kristin Crowley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 20.52%
7.76%
$42.37M
56,577 shares@ $748.89 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 6.32%
4.32%
$23.566M
680,706 shares@ $34.62 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 411.08%
2.94%
$16.044M
585,336 shares@ $27.41 avg price
FDV
Fed Hermes Us Strat Div Etf
Recent Activity
Increased 9.16%
2.81%
$15.339M
488,669 shares@ $31.4 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.56%
2.79%
$15.229M
41,154 shares@ $370.05 avg price
BNOV
Innovator U.s. Equity Buffer
Recent Activity
Decreased -1.1%
2.42%
$13.176M
275,590 shares@ $47.82 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.95%
1.85%
$10.069M
34,799 shares@ $289.37 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Increased 2.84%
1.75%
$9.528M
488,002 shares@ $19.53 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.72%
1.72%
$9.34M
25,040 shares@ $373.02 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 0.79%
1.66%
$9.026M
65,630 shares@ $137.54 avg price

1-10 of 259