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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 3 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVW ISHARES TR 11,954.0 $1.4M 0.69% +2K +23.0% $113.11 +22.3%
42 PRU PRUDENTIAL FINL INC Financial Services 13,622.0 $1.3M 0.68% -698.0 -4.9% $97.69 +3.9%
43 SPYV SPDR SERIES TRUST 22,439.0 $1.3M 0.65% +2K +11.5% $56.58 +8.0%
44 VT VANGUARD INTL EQUITY INDEX F 9,177.0 $1.3M 0.65% +4K +69.3% $138.32 +13.6%
45 JNJ JOHNSON & JOHNSON Healthcare 4,573.0 $1.1M 0.57% +67.0 +1.5% $244.45 -5.4%
46 LLY ELI LILLY & CO Healthcare 1,212.0 $1.1M 0.57% +75.0 +6.6% $919.77 +17.7%
47 CGDV CAPITAL GROUP DIVIDEND VALUE 26,082.0 $1.1M 0.57% +7K +37.1% $42.54 +13.4%
48 CGDG CAPITAL GROUP DIVIDEND GROWE 30,837.0 $1.1M 0.57% +16K +114.9% $35.90 +4.4%
49 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,823.0 $1.1M 0.55% -968.0 -5.2% $60.65 -5.2%
50 CRWD CROWDSTRIKE HLDGS INC Technology 2,664.0 $1.0M 0.53% +200.0 +8.1% $390.41 +65.3%
51 ENB ENBRIDGE INC Energy 19,196.0 $1.0M 0.53% -500.0 -2.5% $54.14 +3.7%
52 AVEM AMERICAN CENTY ETF TR 12,499.0 $1.0M 0.52% -1K -7.7% $80.58 +19.8%
53 QUAL ISHARES TR 5,248.0 $1.0M 0.52% -139.0 -2.6% $191.80 +12.2%
54 NFLX NETFLIX INC. Communication Services 10,420.0 $1.0M 0.51% +2K +24.3% $96.15 -9.2%
55 ACN ACCENTURE PLC IRELAND Technology 4,790.0 $950K 0.49% +207.0 +4.5% $198.29 -11.1%
56 CGMS CAPITAL GRP FIXED INCM ETF T 34,842.0 $949K 0.49% +14K +66.3% $27.23 +1.1%
57 DIS DISNEY WALT CO Communication Services 9,829.0 $947K 0.49% +69.0 +0.7% $96.38 +8.1%
58 CGGR CAPITAL GROUP GROWTH ETF 23,476.0 $943K 0.48% $40.19 +17.2%
59 HON HONEYWELL INTL INC Industrials 3,850.0 $870K 0.45% $226.03 +2.4%
60 XLK SELECT SECTOR SPDR TR 6,200.0 $824K 0.42% $132.90 +38.8%
Page 3 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%