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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 7 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PFE PFIZER INC Healthcare 17,273.0 $416K 0.19% +672.0 +4.0% $24.08 +19.7%
122 PVAL PUTNAM ETF TRUST 8,094.0 $412K 0.19% +1K +20.1% $50.95 +6.2%
123 BNDX VANGUARD CHARLOTTE FDS 8,449.0 $409K 0.19% -402.0 -4.5% $48.43 -2.4%
124 GLW CORNING INC Technology 1,600.0 $409K 0.19% $255.43 -43.9%
125 CWI SPDR INDEX SHS FDS 9,950.0 $405K 0.18% $40.67 +1.2%
126 SPHQ INVESCO EXCHANGE TRADED FD T 4,451.0 $401K 0.18% +968.0 +27.8% $90.10 -6.1%
127 DIVB ISHARES TR 6,453.0 $397K 0.18% +1K +28.2% $61.60 +12.5%
128 ANGL VANECK ETF TRUST 13,558.0 $396K 0.18% $29.24 -1.7%
129 DGRW WISDOMTREE TR 4,092.0 $391K 0.18% +309.0 +8.2% $95.62 +3.8%
130 CPRT COPART INC Industrials 13,640.0 $385K 0.18% -2K -15.5% $28.19 +15.1%
131 AMD ADVANCED MICRO DEVICES INC Technology 648.0 $376K 0.17% NEW $580.91 -21.4%
132 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,250.0 $366K 0.17% $293.18 +6.1%
133 VXF VANGUARD INDEX FDS 1,392.0 $343K 0.16% $246.21 -2.9%
134 EPD ENTERPRISE PRODS PARTNERS L 9,230.0 $339K 0.15% $36.76
135 RWL INVESCO EXCH TRADED FD TR II 2,639.0 $337K 0.15% +483.0 +22.4% $127.75 +5.4%
136 VPLS VANGUARD MALVERN FDS 4,325.0 $336K 0.15% +2K +64.8% $77.58 -2.2%
137 CGW INVESCO EXCH TRADED FD TR II 5,100.0 $335K 0.15% $65.73 -2.5%
138 URI UNITED RENTALS INC Industrials 294.0 $333K 0.15% $1132.89 -12.9%
139 D DOMINION ENERGY INC Utilities 4,850.0 $331K 0.15% +400.0 +9.0% $68.29 -3.6%
140 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 690.0 $330K 0.15% NEW $477.57 -13.6%
Page 7 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%