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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 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IVE ISHARES TR 1,448.0 $329K 0.15% +29.0 +2.0% $227.08 +4.2%
142 JPIB J P MORGAN EXCHANGE TRADED F 6,794.0 $328K 0.15% +442.0 +7.0% $48.35 -1.8%
143 MRK MERCK & CO INC Healthcare 2,413.0 $310K 0.14% $128.52 +17.1%
144 GOVT ISHARES TR 13,502.0 $308K 0.14% +3K +32.7% $22.78 -2.0%
145 BINC BLACKROCK ETF TRUST II 5,800.0 $304K 0.14% -5K -48.4% $52.34 -1.5%
146 SUI SUN CMNTYS INC Real Estate 2,500.0 $300K 0.14% -300.0 -10.7% $119.91 +2.0%
147 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 308.0 $297K 0.14% NEW $965.00 -17.4%
148 GSLC GOLDMAN SACHS ETF TR 2,044.0 $290K 0.13% +56.0 +2.8% $141.86 +3.1%
149 VGK VANGUARD INTL EQUITY INDEX F 3,242.0 $287K 0.13% $88.54 +2.6%
150 REXR REXFORD INDL RLTY INC Real Estate 8,500.0 $285K 0.13% -700.0 -7.6% $33.50 +10.2%
151 C CITIGROUP INC Financial Services 2,017.0 $282K 0.13% -1K -33.3% $139.99 -4.3%
152 TPL TEXAS PACIFIC LAND CORPORATI Energy 630.0 $276K 0.13% $437.64 -16.3%
153 VZ VERIZON COMMUNICATIONS INC Communication Services 6,496.0 $275K 0.13% +878.0 +15.6% $42.34 +19.9%
154 DIVI FRANKLIN TEMPLETON ETF TR 6,392.0 $273K 0.12% $42.72 +3.0%
155 GLD SPDR GOLD TR Financial Services 741.0 $273K 0.12% $368.38 +8.9%
156 KO COCA COLA CO Consumer Defensive 3,316.0 $270K 0.12% +115.0 +3.6% $81.28 +9.1%
157 TOTALENERGIES SE 3,300.0 $257K 0.12% $77.76
158 CVS CVS HEALTH CORP Healthcare 2,419.0 $250K 0.12% NEW $103.43 -4.9%
159 ED CONSOLIDATED EDISON INC Utilities 2,240.0 $248K 0.11% -225.0 -9.1% $110.63 -2.6%
160 ITOT ISHARES TR 1,505.0 $247K 0.11% NEW $164.31 +1.9%
Page 8 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%