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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 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUV AMERICAN CENTY ETF TR 47,327.0 $5.9M 2.70% -2K -4.8% $124.76 +1.0%
2 AMZN AMAZON COM INC Consumer Cyclical 22,116.0 $5.3M 2.41% -566.0 -2.5% $238.34 +7.1%
3 GOOGL ALPHABET INC Communication Services 13,341.0 $4.8M 2.18% -438.0 -3.2% $357.37 -5.7%
4 BX BLACKSTONE INC Financial Services 33,912.0 $4.0M 1.83% -2K -6.8% $117.67 +18.3%
5 VTI VANGUARD INDEX FDS 10,547.0 $3.9M 1.79% -339.0 -3.1% $370.05 +1.9%
6 JPM JPMORGAN CHASE & CO Financial Services 11,818.0 $3.9M 1.77% -208.0 -1.7% $327.33 +10.3%
7 SCHW SCHWAB CHARLES CORP Financial Services 40,907.0 $3.8M 1.73% -2K -4.0% $92.27 +19.0%
8 ABBV ABBVIE INC Healthcare 13,353.0 $3.4M 1.54% -1K -8.2% $251.63 +2.9%
9 BERKSHIRE HATHAWAY INC DEL 4,514.0 $2.3M 1.03% -349.0 -7.2% $500.39
10 TJX TJX COS INC NEW Consumer Cyclical 14,467.0 $2.2M 1.00% -253.0 -1.7% $151.50 -12.7%
11 NEE NEXTERA ENERGY INC Utilities 22,855.0 $2.0M 0.92% -2K -7.8% $87.77 -6.0%
12 MA MASTERCARD INCORPORATED Financial Services 3,313.0 $1.7M 0.78% -386.0 -10.4% $513.60 +14.8%
13 AVGO BROADCOM INC Technology 4,482.0 $1.7M 0.78% -109.0 -2.4% $377.79 -2.5%
14 CGGE CAPITAL GROUP GLOBAL EQUITY 46,010.0 $1.6M 0.74% -809.0 -1.7% $35.24 -0.9%
15 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,449.0 $1.3M 0.59% -250.0 -5.3% $290.59 -9.7%
16 CGDV CAPITAL GROUP DIVIDEND VALUE 23,248.0 $1.1M 0.53% -3K -10.9% $49.28 +1.1%
17 CMCSA COMCAST CORP NEW Communication Services 46,526.0 $1.1M 0.52% -9K -15.9% $24.55 +10.1%
18 CVX CHEVRON CORPORATION Energy 6,577.0 $1.1M 0.50% -113.0 -1.7% $165.76 +27.7%
19 AVEM AMERICAN CENTY ETF TR 10,991.0 $1.1M 0.49% -2K -12.1% $96.49 -2.1%
20 BAI BLACKROCK ETF TRUST 18,880.0 $995K 0.46% -375.0 -1.9% $52.72 -19.0%
Page 1 of 3  ·  52 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%