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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 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 3,793.0 $816K 0.42% +352.0 +10.2% $215.06 +8.8%
62 THRO BLACKROCK ETF TRUST 22,155.0 $802K 0.41% +5K +27.6% $36.22 +19.5%
63 SHOP SHOPIFY INC Technology 6,750.0 $801K 0.41% +250.0 +3.9% $118.62 -6.8%
64 BKLC BNY MELLON ETF TRUST 6,380.0 $796K 0.41% +406.0 +6.8% $124.80 +15.8%
65 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 790.0 $787K 0.40% +170.0 +27.4% $996.43 +0.4%
66 MDT MEDTRONIC PLC Healthcare 8,926.0 $773K 0.40% -662.0 -6.9% $86.65 -12.9%
67 BLACKROCK ETF TRUST 23,875.0 $768K 0.39% NEW $32.15
68 HWM HOWMET AEROSPACE INC Industrials 3,258.0 $751K 0.39% +218.0 +7.2% $230.46 +13.7%
69 CGGO CAPITAL GROUP GBL GROWTH EQT 22,360.0 $746K 0.38% +3K +12.9% $33.37 +23.2%
70 EFV ISHARES TR 10,017.0 $745K 0.38% -3K -23.7% $74.35 +5.8%
71 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.37% $718140.00
72 VNQ VANGUARD INDEX FDS 8,069.0 $716K 0.37% +155.0 +2.0% $88.70 +9.5%
73 BAC BANK AMERICA CORP Financial Services 14,653.0 $714K 0.37% +2K +17.1% $48.75 +4.3%
74 VYM VANGUARD WHITEHALL FDS 4,790.0 $709K 0.36% +961.0 +25.1% $148.10 +7.1%
75 SCHD SCHWAB STRATEGIC TR 22,698.0 $696K 0.36% +1K +5.4% $30.68 +6.5%
76 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,550.0 $692K 0.35% $446.54 -0.5%
77 VEU VANGUARD INTL EQUITY INDEX F 9,215.0 $692K 0.35% +2K +19.5% $75.10 +11.7%
78 IEMG ISHARES INC 9,904.0 $691K 0.35% -2K -17.7% $69.75 +19.7%
79 CGCB CAPITAL GRP FIXED INCM ETF T 26,281.0 $690K 0.35% +16K +168.0% $26.26 -0.1%
80 GSUS GOLDMAN SACHS ETF TR 7,628.0 $683K 0.35% +232.0 +3.1% $89.59 +16.2%
Page 4 of 9  ·  174 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%