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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 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC Consumer Cyclical 5,398.0 $285K 0.15% +351.0 +7.0% $52.82 -12.9%
142 VZ VERIZON COMMUNICATIONS INC Communication Services 5,618.0 $282K 0.14% -564.0 -9.1% $50.20 -3.9%
143 ED CONSOLIDATED EDISON INC Utilities 2,465.0 $279K 0.14% NEW $113.18 -4.6%
144 D DOMINION ENERGY INC Utilities 4,450.0 $275K 0.14% -4K -47.3% $61.82 +8.7%
145 DIVB ISHARES TR 5,032.0 $271K 0.14% +317.0 +6.7% $53.95 +12.6%
146 VGK VANGUARD INTL EQUITY INDEX F 3,238.0 $267K 0.14% $82.44 +8.4%
147 IAGG ISHARES TR 5,328.0 $267K 0.14% NEW $50.04 +0.3%
148 SPHQ INVESCO EXCHANGE TRADED FD T 3,483.0 $262K 0.13% +371.0 +11.9% $75.19 +13.7%
149 AMAT APPLIED MATLS INC Technology 750.0 $256K 0.13% NEW $341.79 +31.1%
150 DIVI FRANKLIN TEMPLETON ETF TR 6,365.0 $253K 0.13% +229.0 +3.7% $39.81 +8.7%
151 GSLC GOLDMAN SACHS ETF TR 1,988.0 $249K 0.13% +29.0 +1.5% $125.13 +13.9%
152 RWL INVESCO EXCH TRADED FD TR II 2,156.0 $248K 0.13% NEW $114.90 +10.2%
153 KO COCA COLA CO Consumer Defensive 3,201.0 $243K 0.12% +24.0 +0.8% $76.04 +7.3%
154 T AT&T INC Communication Services 8,304.0 $241K 0.12% $28.99 -14.1%
155 PANW PALO ALTO NETWORKS INC Technology 1,466.0 $235K 0.12% NEW $160.32 +55.0%
156 HDV ISHARES TR 1,730.0 $235K 0.12% NEW $135.72 -79.7%
157 GOVT ISHARES TR 10,178.0 $233K 0.12% NEW $22.91 -0.8%
158 SHEL SHELL PLC Energy 2,469.0 $230K 0.12% NEW $93.00 -9.9%
159 SCHF SCHWAB STRATEGIC TR 9,121.0 $226K 0.12% $24.75 +11.7%
160 PID INVESCO EXCHANGE TRADED FD T 10,000.0 $222K 0.11% $22.25 +4.1%
Page 8 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%