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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 2 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TJX TJX COS INC NEW Consumer Cyclical 14,720.0 $2.4M 1.21% +745.0 +5.3% $159.70 -1.7%
22 GOOG ALPHABET INC Communication Services 8,155.0 $2.3M 1.20% +748.0 +10.1% $286.86 +34.2%
23 BERKSHIRE HATHAWAY INC DEL 4,863.0 $2.3M 1.20% $479.20
24 NEE NEXTERA ENERGY INC Utilities 24,782.0 $2.3M 1.18% +416.0 +1.7% $92.88 -5.6%
25 IVV ISHARES TR 3,284.0 $2.1M 1.10% +1K +53.5% $653.21 +15.4%
26 SCHO SCHWAB STRATEGIC TR 84,016.0 $2.0M 1.05% -2K -2.2% $24.27 -0.4%
27 KMI KINDER MORGAN INC DEL Energy 55,927.0 $1.9M 0.96% -802.0 -1.4% $33.53 -3.9%
28 MA MASTERCARD INCORPORATED Financial Services 3,699.0 $1.8M 0.95% +55.0 +1.5% $499.66 -0.9%
29 SPHY SPDR SERIES TRUST 71,455.0 $1.7M 0.85% +2K +3.1% $23.32 +0.6%
30 DYNF BLACKROCK ETF TRUST 28,611.0 $1.7M 0.85% +3K +13.7% $58.18 +15.3%
31 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,699.0 $1.6M 0.83% $345.15 -10.5%
32 CMCSA COMCAST CORP NEW Communication Services 55,333.0 $1.6M 0.81% $28.71 -12.2%
33 CGBL CAPITAL GROUP CORE BALANCED 45,025.0 $1.5M 0.80% +26K +132.8% $34.41 +9.2%
34 META META PLATFORMS INC Communication Services 2,604.0 $1.5M 0.76% +183.0 +7.6% $572.17 +11.0%
35 CGGE CAPITAL GROUP GLOBAL EQUITY 46,819.0 $1.4M 0.73% +19K +66.0% $30.50 +12.5%
36 AVGO BROADCOM INC Technology 4,591.0 $1.4M 0.73% -152.0 -3.2% $309.52 +36.3%
37 ETN EATON CORP PLC Industrials 3,946.0 $1.4M 0.72% +196.0 +5.2% $357.67 +13.6%
38 XOM EXXON MOBIL CORP Energy 8,306.0 $1.4M 0.72% -602.0 -6.8% $169.66 -11.7%
39 HD HOME DEPOT INC Consumer Cyclical 4,242.0 $1.4M 0.72% +111.0 +2.7% $328.91 -3.4%
40 CVX CHEVRON CORPORATION Energy 6,690.0 $1.4M 0.71% -229.0 -3.3% $206.90 -11.8%
Page 2 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%