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Portfolio (Quarterly) Guide ↗

Lantern Wealth Advisors, LLC

· CIK 0001950218
13F Portfolio $188M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 163 New
Page 3 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRWD CROWDSTRIKE HLDGS INC Technology 2,464.0 $1.2M 0.61% NEW $468.76 +43.4%
42 SPYV SPDR SERIES TRUST 20,125.0 $1.1M 0.61% NEW $56.81 +7.5%
43 DIS DISNEY WALT CO Communication Services 9,760.0 $1.1M 0.59% NEW $113.77 -9.0%
44 XOM EXXON MOBIL CORP Energy 8,908.0 $1.1M 0.57% NEW $120.34 +22.3%
45 QUAL ISHARES TR 5,387.0 $1.1M 0.57% NEW $198.62 +8.6%
46 CVX CHEVRON CORP NEW Energy 6,919.0 $1.1M 0.56% NEW $152.41 +20.1%
47 CGGR CAPITAL GROUP GROWTH ETF 23,533.0 $1.0M 0.56% NEW $44.47 +6.9%
48 SHOP SHOPIFY INC Technology 6,500.0 $1.0M 0.56% NEW $160.97 -29.1%
49 AVEM AMERICAN CENTY ETF TR 13,534.0 $1.0M 0.55% NEW $77.02 +25.9%
50 SCHG SCHWAB STRATEGIC TR 31,566.0 $1.0M 0.55% NEW $32.62 +7.2%
51 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,791.0 $1.0M 0.54% NEW $53.94 +5.5%
52 ENB ENBRIDGE INC Energy 19,696.0 $942K 0.50% NEW $47.83 +16.2%
53 EFV ISHARES TR 13,130.0 $938K 0.50% NEW $71.41 +10.0%
54 JNJ JOHNSON & JOHNSON Healthcare 4,506.0 $933K 0.50% NEW $206.99 +11.5%
55 MDT MEDTRONIC PLC Healthcare 9,588.0 $921K 0.49% NEW $96.06 -21.4%
56 XLK SELECT SECTOR SPDR TR 6,200.0 $893K 0.47% NEW $143.97 +29.8%
57 CGGE CAPITAL GROUP GLOBAL EQUITY 28,212.0 $892K 0.47% NEW $31.63 +9.0%
58 CGDV CAPITAL GROUP DIVIDEND VALUE 19,027.0 $830K 0.44% NEW $43.64 +10.9%
59 IEMG ISHARES INC 12,030.0 $809K 0.43% NEW $67.22 +24.1%
60 SBUX STARBUCKS CORP Consumer Cyclical 9,550.0 $804K 0.43% NEW $84.21 +19.5%
Page 3 of 9  ·  163 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 24.2%
Financial Services 19.9%
Communication Services 13.0%
Consumer Cyclical 12.3%
Healthcare 10.7%
Industrials 8.1%
Energy 5.7%
Utilities 3.9%
Consumer Defensive 1.1%
Real Estate 0.9%