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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 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYV SPDR SERIES TRUST 22,928.0 $1.4M 0.64% +489.0 +2.2% $60.79 +4.3%
22 CGGR CAPITAL GROUP GROWTH ETF 27,181.0 $1.3M 0.59% +4K +15.8% $47.20 -1.1%
23 JNJ JOHNSON & JOHNSON Healthcare 4,670.0 $1.2M 0.54% +97.0 +2.1% $254.00 +8.0%
24 ACWX ISHARES TR 15,218.0 $1.2M 0.53% +6K +61.2% $76.11 +1.4%
25 XOM EXXON MOBIL CORP Energy 8,367.0 $1.1M 0.52% +61.0 +0.7% $136.72 +19.3%
26 MINT PIMCO ETF TR 10,669.0 $1.1M 0.49% +5K +90.5% $100.81 -0.3%
27 BLACKROCK ETF TRUST 28,469.0 $1.0M 0.48% +5K +19.2% $36.60
28 CGGO CAPITAL GROUP GBL GROWTH EQT 24,021.0 $1.0M 0.47% +2K +7.4% $42.33 -5.7%
29 BKLC BNY MELLON ETF TRUST 6,890.0 $988K 0.45% +510.0 +8.0% $47.79 +2.3%
30 VIG VANGUARD SPECIALIZED FUNDS 4,145.0 $981K 0.45% +352.0 +9.3% $236.61 +2.2%
31 VEU VANGUARD INTL EQUITY INDEX F 10,289.0 $862K 0.40% +1K +11.7% $83.75 +1.4%
32 GSUS GOLDMAN SACHS ETF TR 7,775.0 $802K 0.37% +147.0 +1.9% $103.11 +2.6%
33 MDT MEDTRONIC PLC Healthcare 10,127.0 $792K 0.36% +1K +13.5% $78.23 +19.9%
34 VNQ VANGUARD INDEX FDS 8,119.0 $783K 0.36% +50.0 +0.6% $96.43 -0.6%
35 VYM VANGUARD WHITEHALL FDS 4,856.0 $767K 0.35% +66.0 +1.4% $158.04 +4.0%
36 SCHG SCHWAB STRATEGIC TR 22,293.0 $754K 0.34% +2K +11.9% $33.84 +4.5%
37 GEV GE VERNOVA INC Utilities 632.0 $743K 0.34% +64.0 +11.3% $1174.86 -22.0%
38 CGCB CAPITAL GRP FIXED INCM ETF T 28,322.0 $741K 0.34% +2K +7.8% $26.18 -1.9%
39 SCHD SCHWAB STRATEGIC TR 23,005.0 $729K 0.33% +307.0 +1.4% $31.71 +10.5%
40 BLCR BLACKROCK ETF TRUST 12,941.0 $652K 0.30% +3K +33.5% $50.37 -2.1%
Page 2 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%