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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPG SIMON PPTY GROUP INC NEW Real Estate 2,775.0 $621K 0.28% +100.0 +3.7% $223.65 -6.1%
42 BA BOEING CO Industrials 2,861.0 $619K 0.28% +308.0 +12.1% $216.47 -3.2%
43 SPYM SPDR SERIES TRUST 6,580.0 $578K 0.27% +392.0 +6.3% $87.87 +2.6%
44 CGCP CAPITAL GRP FIXED INCM ETF T 25,459.0 $567K 0.26% +3K +12.1% $22.29 -2.0%
45 CGNG CAPITAL GROUP NEW GEOGRAPHY 15,091.0 $565K 0.26% +5K +45.3% $37.46 -2.4%
46 IGIB ISHARES TR 10,094.0 $537K 0.25% +780.0 +8.4% $53.17 -2.7%
47 IEFA ISHARES TR 5,497.0 $531K 0.24% +731.0 +15.3% $96.57 +3.2%
48 AGG ISHARES TR 5,348.0 $529K 0.24% +180.0 +3.5% $98.98 -2.3%
49 SHLD GLOBAL X FDS 8,665.0 $517K 0.24% +3K +45.7% $59.71 +5.4%
50 VYMI VANGUARD WHITEHALL FDS 5,264.0 $517K 0.24% +106.0 +2.1% $98.20 +7.7%
51 CGMM CAPITAL GROUP EQUITY ETF TR 14,658.0 $483K 0.22% +1K +7.5% $32.97 -1.9%
52 MCD MCDONALDS CORP Consumer Cyclical 1,585.0 $428K 0.20% +16.0 +1.0% $270.28 -3.2%
53 PFE PFIZER INC Healthcare 17,273.0 $416K 0.19% +672.0 +4.0% $24.08 +19.8%
54 PVAL PUTNAM ETF TRUST 8,094.0 $412K 0.19% +1K +20.1% $50.95 +5.8%
55 SPHQ INVESCO EXCHANGE TRADED FD T 4,451.0 $401K 0.18% +968.0 +27.8% $90.10 -5.9%
56 DIVB ISHARES TR 6,453.0 $397K 0.18% +1K +28.2% $61.60 +12.3%
57 DGRW WISDOMTREE TR 4,092.0 $391K 0.18% +309.0 +8.2% $95.62 +3.8%
58 RWL INVESCO EXCH TRADED FD TR II 2,639.0 $337K 0.15% +483.0 +22.4% $127.75 +5.3%
59 VPLS VANGUARD MALVERN FDS 4,325.0 $336K 0.15% +2K +64.8% $77.58 -2.2%
60 D DOMINION ENERGY INC Utilities 4,850.0 $331K 0.15% +400.0 +9.0% $68.29 -3.4%
Page 3 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%