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Portfolio (Quarterly) Guide ↗

Lantern Wealth Advisors, LLC

· CIK 0001950218
13F Portfolio $195M AUM 174 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 84 Added 31 Reduced 16 Exited
Page 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 37,960.0 $9.6M 4.94% +509.0 +1.4% $253.79 +22.5%
2 AVUS AMERICAN CENTY ETF TR 82,639.0 $9.2M 4.71% +611.0 +0.7% $111.18 +14.3%
3 BX BLACKSTONE INC Financial Services 36,367.0 $4.2M 2.15% +4K +12.4% $114.99 +2.6%
4 SCHW SCHWAB CHARLES CORP Financial Services 42,626.0 $4.0M 2.06% +294.0 +0.7% $93.98 -8.9%
5 DGRO ISHARES TR 54,398.0 $3.8M 1.96% +3K +5.0% $70.18 +6.3%
6 NVDA NVIDIA CORPORATION Technology 20,419.0 $3.6M 1.83% +4K +24.0% $174.40 +21.9%
7 ISHARES TR 68,923.0 $3.2M 1.63% +568.0 +0.8% $46.23
8 MSFT MICROSOFT CORP Technology 6,787.0 $2.5M 1.29% +66.0 +1.0% $370.15 +11.5%
9 STPZ PIMCO ETF TR 43,535.0 $2.4M 1.21% +650.0 +1.5% $54.11 -0.2%
10 TJX TJX COS INC NEW Consumer Cyclical 14,720.0 $2.4M 1.21% +745.0 +5.3% $159.70 -1.7%
11 GOOG ALPHABET INC Communication Services 8,155.0 $2.3M 1.20% +748.0 +10.1% $286.86 +34.2%
12 NEE NEXTERA ENERGY INC Utilities 24,782.0 $2.3M 1.18% +416.0 +1.7% $92.88 -5.6%
13 IVV ISHARES TR 3,284.0 $2.1M 1.10% +1K +53.5% $653.21 +15.4%
14 MA MASTERCARD INCORPORATED Financial Services 3,699.0 $1.8M 0.95% +55.0 +1.5% $499.66 -0.9%
15 SPHY SPDR SERIES TRUST 71,455.0 $1.7M 0.85% +2K +3.1% $23.32 +0.6%
16 DYNF BLACKROCK ETF TRUST 28,611.0 $1.7M 0.85% +3K +13.7% $58.18 +15.3%
17 CGBL CAPITAL GROUP CORE BALANCED 45,025.0 $1.5M 0.80% +26K +132.8% $34.41 +9.2%
18 META META PLATFORMS INC Communication Services 2,604.0 $1.5M 0.76% +183.0 +7.6% $572.17 +11.0%
19 CGGE CAPITAL GROUP GLOBAL EQUITY 46,819.0 $1.4M 0.73% +19K +66.0% $30.50 +12.5%
20 ETN EATON CORP PLC Industrials 3,946.0 $1.4M 0.72% +196.0 +5.2% $357.67 +13.6%
Page 1 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.1%
Financial Services 18.6%
Communication Services 12.2%
Consumer Cyclical 11.1%
Healthcare 10.5%
Industrials 9.8%
Energy 7.8%
Utilities 4.8%
Consumer Defensive 1.6%
Real Estate 1.2%