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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 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TLT ISHARES TR 4,258.0 $369K 0.19% -4K -50.9% $86.69 -1.1%
122 CWI SPDR INDEX SHS FDS 9,950.0 $364K 0.19% $36.59 +11.5%
123 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,250.0 $363K 0.19% +250.0 +25.0% $290.49 -2.4%
124 SUI SUN CMNTYS INC Real Estate 2,800.0 $353K 0.18% $125.96 -0.8%
125 EPD ENTERPRISE PRODS PARTNERS L Energy 9,230.0 $349K 0.18% $37.84 -0.9%
126 C CITIGROUP INC Financial Services 3,026.0 $343K 0.18% +1K +63.6% $113.42 +9.9%
127 DGRW WISDOMTREE TR 3,783.0 $332K 0.17% -447.0 -10.6% $87.84 +10.3%
128 CGNG CAPITAL GROUP NEW GEOGRAPHY 10,386.0 $328K 0.17% +3K +43.7% $31.57 +17.1%
129 CGW INVESCO EXCH TRADED FD TR II 5,100.0 $326K 0.17% $63.94 -2.1%
130 GLD SPDR GOLD TR Financial Services 741.0 $319K 0.16% +100.0 +15.6% $430.29 -4.1%
131 PVAL PUTNAM ETF TRUST 6,742.0 $313K 0.16% +316.0 +4.9% $46.40 +9.1%
132 JPIB J P MORGAN EXCHANGE TRADED F 6,352.0 $304K 0.16% +41.0 +0.7% $47.82 +0.9%
133 CSCO CISCO SYS INC Technology 3,895.0 $302K 0.15% -1K -24.5% $77.59 +52.9%
134 REXR REXFORD INDL RLTY INC Real Estate 9,200.0 $301K 0.15% NEW $32.73 +10.0%
135 TOTALENERGIES SE 3,300.0 $300K 0.15% $90.98
136 IVE ISHARES TR 1,419.0 $300K 0.15% +283.0 +24.9% $211.17 +8.1%
137 TPL TEXAS PACIFIC LAND CORPORATI Energy 630.0 $299K 0.15% NEW $474.56 -15.4%
138 MRK MERCK & CO INC Healthcare 2,412.0 $290K 0.15% +102.0 +4.4% $120.30 -0.4%
139 CEG CONSTELLATION ENERGY CORP Utilities 1,036.0 $289K 0.15% +28.0 +2.8% $279.25 +2.5%
140 VXF VANGUARD INDEX FDS 1,392.0 $286K 0.15% $205.80 +14.8%
Page 7 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%