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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 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BLACKROCK ETF TRUST 23,875.0 $768K 0.39% NEW $32.15
2 ACWX ISHARES TR 9,442.0 $646K 0.33% NEW $68.47 +11.5%
3 AGG ISHARES TR 5,168.0 $513K 0.26% NEW $99.26 -0.5%
4 CGCP CAPITAL GRP FIXED INCM ETF T 22,722.0 $508K 0.26% NEW $22.34 +0.0%
5 GEV GE VERNOVA INC Utilities 568.0 $496K 0.25% NEW $872.90 +18.2%
6 BLCR BLACKROCK ETF TRUST 9,690.0 $398K 0.20% NEW $41.06 +23.2%
7 REXR REXFORD INDL RLTY INC Real Estate 9,200.0 $301K 0.15% NEW $32.73 +11.1%
8 TPL TEXAS PACIFIC LAND CORPORATI Energy 630.0 $299K 0.15% NEW $474.56 -14.4%
9 ED CONSOLIDATED EDISON INC Utilities 2,465.0 $279K 0.14% NEW $113.18 -4.6%
10 IAGG ISHARES TR 5,328.0 $267K 0.14% NEW $50.04 +0.3%
11 AMAT APPLIED MATLS INC Technology 750.0 $256K 0.13% NEW $341.79 +31.1%
12 RWL INVESCO EXCH TRADED FD TR II 2,156.0 $248K 0.13% NEW $114.90 +10.2%
13 PANW PALO ALTO NETWORKS INC Technology 1,466.0 $235K 0.12% NEW $160.32 +55.0%
14 HDV ISHARES TR 1,730.0 $235K 0.12% NEW $135.72 -79.7%
15 GOVT ISHARES TR 10,178.0 $233K 0.12% NEW $22.91 -0.8%
16 SHEL SHELL PLC Energy 2,469.0 $230K 0.12% NEW $93.00 -9.9%
17 GILD GILEAD SCIENCES INC Healthcare 1,594.0 $222K 0.11% NEW $139.37 -4.1%
18 GLW CORNING INC Technology 1,600.0 $218K 0.11% NEW $135.97 +40.4%
19 URI UNITED RENTALS INC Industrials 294.0 $214K 0.11% NEW $728.56 +35.6%
20 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,371.0 $206K 0.11% NEW $38.42 +10.5%
Page 1 of 2  ·  27 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%