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Kristin Crowley

Lantz Financial Llc

Assets Managed
$483.686M
Holdings
239
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
2.07%(2Q avg: 3.47%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lantz Financial Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 239 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 483.686M in assets, with a quarterly growth rate of 2.07% and a 2-quarter average growth rate of 3.47%. The portfolio is managed by Kristin Crowley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 10.9%
6.35%
$30.666M
46,947 shares@ $653.22 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 8.2%
3.91%
$18.882M
640,279 shares@ $29.49 avg price
HDV
Ishares Core High Dividend E
Recent Activity
Increased 4.56%
3.22%
$15.544M
114,530 shares@ $135.73 avg price
FDV
Fed Hermes Us Strat Div Etf
Recent Activity
Increased 13.9%
2.86%
$13.789M
447,684 shares@ $30.81 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.34%
2.67%
$12.874M
40,130 shares@ $320.82 avg price
BNOV
Innovator U.s. Equity Buffer
Recent Activity
Decreased -0.42%
2.48%
$11.989M
278,669 shares@ $43.03 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.44%
1.98%
$9.529M
25,742 shares@ $370.18 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Increased 4.57%
1.92%
$9.268M
474,538 shares@ $19.53 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.67%
1.89%
$9.101M
35,859 shares@ $253.79 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 1.28%
1.71%
$8.256M
39,099 shares@ $211.15 avg price

1-10 of 239