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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 6 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SHLD GLOBAL X FDS 8,665.0 $517K 0.24% +3K +45.7% $59.71 +6.6%
102 VYMI VANGUARD WHITEHALL FDS 5,264.0 $517K 0.24% +106.0 +2.1% $98.20 +7.5%
103 IBM INTERNATIONAL BUSINESS MACHS Technology 1,825.0 $513K 0.23% -301.0 -14.2% $281.21 -18.3%
104 MU MICRON TECHNOLOGY INC Technology 439.0 $507K 0.23% NEW $1154.29 -17.3%
105 DUK DUKE ENERGY CORP NEW Utilities 3,959.0 $501K 0.23% $126.58 -5.5%
106 GE GE AEROSPACE Industrials 1,309.0 $489K 0.22% $373.73 -11.2%
107 NVS NOVARTIS AG Healthcare 3,100.0 $486K 0.22% $156.72 +4.0%
108 CGMM CAPITAL GROUP EQUITY ETF TR 14,658.0 $483K 0.22% +1K +7.5% $32.97 -2.2%
109 ACN ACCENTURE PLC IRELAND Technology 3,750.0 $467K 0.21% -1K -21.7% $124.44 +50.7%
110 EFV ISHARES TR 5,971.0 $457K 0.21% -4K -40.4% $76.55 +6.9%
111 PANW PALO ALTO NETWORKS INC Technology 1,324.0 $452K 0.21% -142.0 -9.7% $341.02 -3.6%
112 GPC GENUINE PARTS CO Consumer Cyclical 3,826.0 $451K 0.21% $117.98 +15.5%
113 WMT WALMART INC Consumer Defensive 3,959.0 $448K 0.20% $113.25 -6.4%
114 PSX PHILLIPS 66 Energy 2,588.0 $438K 0.20% -175.0 -6.3% $169.08 +49.2%
115 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,300.0 $434K 0.20% -600.0 -15.4% $131.58 +4.2%
116 HONEYWELL INTL INC 1,925.0 $431K 0.20% NEW $223.90
117 MCD MCDONALDS CORP Consumer Cyclical 1,585.0 $428K 0.20% +16.0 +1.0% $270.28 -3.2%
118 HONEYWELL AEROSPACE INC 1,925.0 $426K 0.20% NEW $221.08
119 CSCO CISCO SYS INC Technology 3,584.0 $421K 0.19% -311.0 -8.0% $117.45 -6.6%
120 NSC NORFOLK SOUTHN CORP Industrials 1,325.0 $417K 0.19% $314.59 +4.8%
Page 6 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%