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Portfolio (Quarterly) Guide ↗

Lantern Wealth Advisors, LLC

· CIK 0001950218
13F Portfolio $218M AUM 184 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 72 Added 52 Reduced 11 Exited
Page 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 39,217.0 $11.3M 5.20% +1K +3.3% $289.36 +12.4%
2 AVUS AMERICAN CENTY ETF TR 86,529.0 $11.1M 5.08% +4K +4.7% $128.08 +1.2%
3 BND VANGUARD BD INDEX FDS 76,676.0 $5.6M 2.58% +11K +17.0% $73.41 -2.2%
4 LQD ISHARES TR 44,069.0 $4.8M 2.20% +3K +7.5% $109.07 -3.4%
5 DGRO ISHARES TR 56,514.0 $4.3M 1.96% +2K +3.9% $75.79 +4.3%
6 NVDA NVIDIA CORPORATION Technology 20,563.0 $4.1M 1.88% +144.0 +0.7% $200.09 +9.8%
7 IVV ISHARES TR 4,986.0 $3.7M 1.71% +2K +51.8% $748.89 +2.4%
8 ISHARES TR 71,405.0 $3.5M 1.62% +2K +3.6% $49.55
9 STPZ PIMCO ETF TR 50,663.0 $2.7M 1.24% +7K +16.4% $53.34 -1.5%
10 MSFT MICROSOFT CORP Technology 7,029.0 $2.6M 1.20% +242.0 +3.6% $373.02 +33.2%
11 SPHY SPDR SERIES TRUST 94,384.0 $2.2M 1.01% +23K +32.1% $23.44 -1.2%
12 DYNF BLACKROCK ETF TRUST 31,759.0 $2.2M 0.99% +3K +11.0% $68.01 +1.8%
13 CRWD CROWDSTRIKE HLDGS INC Technology 2,679.0 $2.0M 0.94% +15.0 +0.6% $190.78 +8.7%
14 CGBL CAPITAL GROUP CORE BALANCED 49,991.0 $1.9M 0.87% +5K +11.0% $37.96 -0.2%
15 IVW ISHARES TR 13,344.0 $1.8M 0.84% +1K +11.6% $137.53 +0.6%
16 ETN EATON CORP PLC Industrials 3,971.0 $1.7M 0.78% +25.0 +0.6% $426.12 -8.7%
17 META META PLATFORMS INC Communication Services 2,690.0 $1.5M 0.69% +86.0 +3.3% $563.35 +4.2%
18 LLY ELI LILLY & CO Healthcare 1,224.0 $1.5M 0.67% +12.0 +1.0% $1199.43 -1.0%
19 IAU ISHARES GOLD TR Financial Services 18,562.0 $1.4M 0.64% +12K +167.0% $75.51 +9.0%
20 CGDG CAPITAL GROUP DIVIDEND GROWE 37,313.0 $1.4M 0.64% +6K +21.0% $37.51 +2.6%
Page 1 of 4  ·  72 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 27.2%
Financial Services 17.5%
Consumer Cyclical 11.1%
Healthcare 10.9%
Industrials 10.3%
Communication Services 9.4%
Energy 5.8%
Utilities 4.5%
Consumer Defensive 1.7%
Real Estate 1.2%