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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 4 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 4,145.0 $981K 0.45% +352.0 +9.3% $236.61 +1.9%
62 THRO BLACKROCK ETF TRUST 20,028.0 $863K 0.40% -2K -9.6% $43.11 +1.0%
63 VEU VANGUARD INTL EQUITY INDEX F 10,289.0 $862K 0.40% +1K +11.7% $83.75 +1.1%
64 CGMS CAPITAL GRP FIXED INCM ETF T 31,100.0 $850K 0.39% -4K -10.7% $27.33 -1.4%
65 DIS DISNEY WALT CO Communication Services 8,749.0 $842K 0.39% -1K -11.0% $96.25 +10.4%
66 HWM HOWMET AEROSPACE INC Industrials 3,015.0 $811K 0.37% -243.0 -7.5% $268.86 -5.2%
67 GSUS GOLDMAN SACHS ETF TR 7,775.0 $802K 0.37% +147.0 +1.9% $103.11 +2.1%
68 MDT MEDTRONIC PLC Healthcare 10,127.0 $792K 0.36% +1K +13.5% $78.23 +17.7%
69 VNQ VANGUARD INDEX FDS 8,119.0 $783K 0.36% +50.0 +0.6% $96.43 -0.1%
70 SPMO INVESCO EXCH TRADED FD TR II 4,766.0 $770K 0.35% -309.0 -6.1% $161.55 -9.9%
71 VYM VANGUARD WHITEHALL FDS 4,856.0 $767K 0.35% +66.0 +1.4% $158.04 +3.3%
72 SCHG SCHWAB STRATEGIC TR 22,293.0 $754K 0.34% +2K +11.9% $33.84 +4.2%
73 NFLX NETFLIX INC. Communication Services 10,421.0 $744K 0.34% $71.40 +13.2%
74 GEV GE VERNOVA INC Utilities 632.0 $743K 0.34% +64.0 +11.3% $1174.86 -23.5%
75 CGCB CAPITAL GRP FIXED INCM ETF T 28,322.0 $741K 0.34% +2K +7.8% $26.18 -1.9%
76 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 782.0 $732K 0.34% -8.0 -1.0% $935.48 +0.5%
77 SCHD SCHWAB STRATEGIC TR 23,005.0 $729K 0.33% +307.0 +1.4% $31.71 +9.8%
78 IEMG ISHARES INC 8,742.0 $724K 0.33% -1K -11.7% $82.84 -1.7%
79 QUAL ISHARES TR 3,203.0 $703K 0.32% -2K -39.0% $219.40 +0.7%
80 BAC BANK OF AMER CORP Financial Services 12,020.0 $685K 0.31% -3K -18.0% $56.98 +8.8%
Page 4 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%