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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 2 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 STPZ PIMCO ETF TR 50,663.0 $2.7M 1.24% +7K +16.4% $53.34 -1.5%
22 MSFT MICROSOFT CORP Technology 7,029.0 $2.6M 1.20% +242.0 +3.6% $373.02 +34.3%
23 BERKSHIRE HATHAWAY INC DEL 4,514.0 $2.3M 1.03% -349.0 -7.2% $500.39
24 SPHY SPDR SERIES TRUST 94,384.0 $2.2M 1.01% +23K +32.1% $23.44 -1.3%
25 TJX TJX COS INC NEW Consumer Cyclical 14,467.0 $2.2M 1.00% -253.0 -1.7% $151.50 -12.0%
26 DYNF BLACKROCK ETF TRUST 31,759.0 $2.2M 0.99% +3K +11.0% $68.01 +1.6%
27 CRWD CROWDSTRIKE HLDGS INC Technology 2,679.0 $2.0M 0.94% +15.0 +0.6% $190.78 +12.7%
28 SCHO SCHWAB STRATEGIC TR 83,949.0 $2.0M 0.93% $24.14 -0.6%
29 NEE NEXTERA ENERGY INC Utilities 22,855.0 $2.0M 0.92% -2K -7.8% $87.77 -5.5%
30 CGBL CAPITAL GROUP CORE BALANCED 49,991.0 $1.9M 0.87% +5K +11.0% $37.96 -0.6%
31 IVW ISHARES TR 13,344.0 $1.8M 0.84% +1K +11.6% $137.53 +0.5%
32 KMI KINDER MORGAN INC DEL Energy 55,929.0 $1.8M 0.82% $31.97 +0.4%
33 MA MASTERCARD INCORPORATED Financial Services 3,313.0 $1.7M 0.78% -386.0 -10.4% $513.60 +13.1%
34 AVGO BROADCOM INC Technology 4,482.0 $1.7M 0.78% -109.0 -2.4% $377.79 -2.1%
35 ETN EATON CORP PLC Industrials 3,971.0 $1.7M 0.78% +25.0 +0.6% $426.12 -8.3%
36 CGGE CAPITAL GROUP GLOBAL EQUITY 46,010.0 $1.6M 0.74% -809.0 -1.7% $35.24 -1.1%
37 META META PLATFORMS INC Communication Services 2,690.0 $1.5M 0.69% +86.0 +3.3% $563.35 +2.7%
38 HD HOME DEPOT INC Consumer Cyclical 4,232.0 $1.5M 0.68% $352.72 -9.3%
39 LLY ELI LILLY & CO Healthcare 1,224.0 $1.5M 0.67% +12.0 +1.0% $1199.43 -3.3%
40 VT VANGUARD INTL EQUITY INDEX F 9,148.0 $1.4M 0.66% $156.95 +1.5%
Page 2 of 10  ·  184 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%