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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 5 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHD SCHWAB STRATEGIC TR 21,527.0 $591K 0.31% NEW $27.43 +19.0%
82 MCD MCDONALDS CORP Consumer Cyclical 1,916.0 $586K 0.31% NEW $305.71 -9.1%
83 CGMS CAPITAL GRP FIXED INCM ETF T 20,953.0 $579K 0.31% NEW $27.62 -0.1%
84 IAU ISHARES GOLD TR Financial Services 7,046.0 $572K 0.30% NEW $81.17 +4.2%
85 VEU VANGUARD INTL EQUITY INDEX F 7,714.0 $567K 0.30% NEW $73.56 +14.1%
86 IBM INTERNATIONAL BUSINESS MACHS Technology 1,884.0 $558K 0.30% NEW $296.21 -10.8%
87 VYM VANGUARD WHITEHALL FDS 3,829.0 $550K 0.29% NEW $143.52 +10.3%
88 MINT PIMCO ETF TR 5,386.0 $540K 0.29% NEW $100.34 +0.4%
89 COST COSTCO WHSL CORP NEW Consumer Defensive 620.0 $535K 0.28% NEW $862.34 +15.4%
90 CPRT COPART INC Industrials 13,340.0 $522K 0.28% NEW $39.15 -15.0%
91 CGUS CAPITAL GROUP CORE EQUITY ET 12,981.0 $522K 0.28% NEW $40.23 +9.7%
92 SPG SIMON PPTY GROUP INC NEW Real Estate 2,775.0 $514K 0.27% NEW $185.11 +11.7%
93 CGDG CAPITAL GROUP DIVIDEND GROWE 14,348.0 $511K 0.27% NEW $35.64 +4.8%
94 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,900.0 $509K 0.27% NEW $130.50 -6.2%
95 BAI BLACKROCK ETF TRUST 14,986.0 $499K 0.27% NEW $33.30 +50.6%
96 D DOMINION ENERGY INC Utilities 8,450.0 $495K 0.26% NEW $58.59 +15.0%
97 SPYM SPDR SERIES TRUST 6,119.0 $491K 0.26% NEW $80.23 +10.7%
98 SLV ISHARES SILVER TR Financial Services 7,460.0 $481K 0.26% NEW $64.42 +6.1%
99 IGIB ISHARES TR 8,919.0 $481K 0.26% NEW $53.88 -1.2%
100 GPC GENUINE PARTS CO Consumer Cyclical 3,825.0 $470K 0.25% NEW $122.98 -19.3%
Page 5 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%