Long-term investor
Lantz Financial LLC @lantzfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766883).
Record
- Tracked since 2025-12-31 (257 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.8%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 7.8% · long · since 2025-12-31
- CGXU · 4.3% · long · since 2025-12-31
- HDV · 2.9% · long · since 2025-12-31
- FDV · 2.8% · long · since 2025-12-31
- VTI · 2.8% · long · since 2025-12-31
- BNOV · 2.4% · long · since 2025-12-31
- AAPL · 1.8% · long · since 2025-12-31
- BSCQ · 1.7% · long · since 2025-12-31
- MSFT · 1.7% · long · since 2025-12-31
- IVW · 1.7% · long · since 2025-12-31
- WINN · 1.6% · long · since 2025-12-31
- DYNF · 1.6% · long · since 2025-12-31