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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 5 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHOP SHOPIFY INC Technology 5,950.0 $679K 0.31% -800.0 -11.8% $114.18 +22.5%
82 SMH VANECK ETF TRUST 1,009.0 $662K 0.30% NEW $655.89 -15.8%
83 BLCR BLACKROCK ETF TRUST 12,941.0 $652K 0.30% +3K +33.5% $50.37 -2.1%
84 TSLA TESLA INC Consumer Cyclical 1,480.0 $622K 0.28% -61.0 -4.0% $420.60 -15.7%
85 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,250.0 $621K 0.28% -300.0 -19.4% $496.73 +10.9%
86 SPG SIMON PPTY GROUP INC NEW Real Estate 2,775.0 $621K 0.28% +100.0 +3.7% $223.65 -6.1%
87 BA BOEING CO Industrials 2,861.0 $619K 0.28% +308.0 +12.1% $216.47 -3.2%
88 IALT BLACKROCK ETF TRUST 21,880.0 $614K 0.28% NEW $28.05 +3.9%
89 SPY STATE STR SPDR S&P 500 ETF T Financial Services 698.0 $584K 0.27% -84.0 -10.7% $837.39 -8.6%
90 SPYM SPDR SERIES TRUST 6,580.0 $578K 0.27% +392.0 +6.3% $87.87 +2.6%
91 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,818.0 $577K 0.26% $317.53 -15.8%
92 CGCP CAPITAL GRP FIXED INCM ETF T 25,459.0 $567K 0.26% +3K +12.1% $22.29 -2.0%
93 CGNG CAPITAL GROUP NEW GEOGRAPHY 15,091.0 $565K 0.26% +5K +45.3% $37.46 -2.4%
94 AMAT APPLIED MATLS INC Technology 750.0 $542K 0.25% $723.00 -39.4%
95 CGUS CAPITAL GROUP CORE EQUITY ET 12,175.0 $542K 0.25% -3K -18.4% $44.48 +1.1%
96 IGIB ISHARES TR 10,094.0 $537K 0.25% +780.0 +8.4% $53.17 -2.7%
97 ABT ABBOTT LABORATORIES Healthcare 5,860.0 $532K 0.24% $90.75 +23.3%
98 IEFA ISHARES TR 5,497.0 $531K 0.24% +731.0 +15.3% $96.57 +3.2%
99 AGG ISHARES TR 5,348.0 $529K 0.24% +180.0 +3.5% $98.98 -2.3%
100 QQQ INVESCO QQQ TR Financial Services 714.0 $526K 0.24% $736.40 -3.7%
Page 5 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%