Lantern Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1950218
Institutional-grade research for retail investors
13F Reported Value
ⓘ$195.0M
Holdings
174
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lantern Wealth Advisors, LLC disclosed 174 positions worth $195.0M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.9% of the equity portfolio. During the quarter the fund opened 16 new positions and exited 12 — including a new stake in $GEV and a full exit from $SBUX. The portfolio is most concentrated in Other (42.8% of disclosed assets). All figures are sourced directly from Lantern Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1950218.
AI Fund Analysis
Diversifying
$AAPL4.9% weight
Held 8 quarters
AMERICAN CENTY ETF TR
4.7% weight
Held 8 quarters
$IVZ3.9% weight
Held 8 quarters
AMERICAN CENTY ETF TR
2.8% weight
Held 8 quarters
VANGUARD BD INDEX FDS
2.5% weight
Held 8 quarters
ISHARES TR
7 quarters accumulating
SCHWAB STRATEGIC TR
7 quarters accumulating
$CRWD6 quarters accumulating
PIMCO ETF TR
6 quarters accumulating
$NEE5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$9.6M37,960 sh AMERICAN CENTY ETF TR
—Quality
$9.2M82,639 sh- —
Quality
$7.6M39,348 sh AMERICAN CENTY ETF TR
—Quality
$5.5M49,741 shVANGUARD BD INDEX FDS
—Quality
$4.8M65,558 sh- 74.6
Quality
$4.7M22,682 sh ISHARES TR
—Quality
$4.5M40,997 sh- 68.0
Quality
$4.2M36,367 sh - 77.2
Quality
$4.0M42,626 sh - 80.2
Quality
$4.0M13,779 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $9.6M | 37,960 |
| AMERICAN CENTY ETF TR | — | $9.2M | 82,639 |
| Invesco Ltd.$IVZ | — | $7.6M | 39,348 |
| AMERICAN CENTY ETF TR | — | $5.5M | 49,741 |
| VANGUARD BD INDEX FDS | — | $4.8M | 65,558 |
 AMAZON COM INC$AMZN | 74.6 | $4.7M | 22,682 |
| ISHARES TR | — | $4.5M | 40,997 |
 Blackstone Inc.$BX | 68.0 | $4.2M | 36,367 |
 SCHWAB CHARLES CORP$SCHW | 77.2 | $4.0M | 42,626 |
 Alphabet Inc.$GOOG | 80.2 | $4.0M | 13,779 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lantern Wealth Advisors, LLC's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Other
$83.4M
Financials
$31.4M
Technology
$30.0M
Consumer Discretionary
$11.5M
Healthcare
$10.3M
Industrials
$9.8M
Energy
$7.5M
Utilities
$4.2M
Full Holdings — Lantern Wealth Advisors, LLC (Q1 2026)
All 174 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $9.6M | 4.9% | +1% | 76.1 |
| 2 | — | AMERICAN CENTY ETF TR | $9.2M | 4.7% | +1% | — |
| 3 | $IVZ | Invesco Ltd. | $7.6M | 3.9% | -0% | — |
| 4 | — | AMERICAN CENTY ETF TR | $5.5M | 2.8% | +0% | — |
| 5 | — | VANGUARD BD INDEX FDS | $4.8M | 2.5% | +0% | — |
| 6 | $AMZN | AMAZON COM INC | $4.7M | 2.4% | +0% | 74.6 |
| 7 | — | ISHARES TR | $4.5M | 2.3% | +0% | — |
| 8 | $BX | Blackstone Inc. | $4.2M | 2.1% | +12% | 68 |
| 9 | $SCHW | SCHWAB CHARLES CORP | $4.0M | 2.0% | +1% | 77.2 |
| 10 | $GOOG | Alphabet Inc. | $4.0M | 2.0% | -10% | 80.2 |
| 11 | — | ISHARES TR | $3.8M | 2.0% | +5% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $3.7M | 1.9% | +0% | — |
| 13 |  $NVDA | NVIDIA CORP | $3.6M | 1.8% | +24% | 90.2 |
| 14 |  $JPM | JPMORGAN CHASE & CO | $3.5M | 1.8% | -0% | 35.6 |
| 15 | — | VANGUARD INDEX FDS | $3.5M | 1.8% | -1% | — |
| 16 | — | ISHARES TR | $3.2M | 1.6% | +1% | — |
| 17 |  $ABBV | AbbVie Inc. | $3.2M | 1.6% | -1% | 59.3 |
| 18 |  $MSFT | MICROSOFT CORP | $2.5M | 1.3% | +1% | 83.7 |
| 19 |  $CAT | CATERPILLAR INC | $2.4M | 1.2% | +0% | 67.8 |
| 20 | — | PIMCO ETF TR | $2.4M | 1.2% | +2% | — |
| 21 |  $TJX | TJX COMPANIES INC /DE/ | $2.4M | 1.2% | +5% | 70.7 |
| 22 |  $GOOGL | Alphabet Inc. | $2.3M | 1.2% | +10% | 80.2 |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 1.2% | +0% | 64.5 |
| 24 | $NEE | NEXTERA ENERGY INC | $2.3M | 1.2% | +2% | 71.7 |
| 25 | — | ISHARES TR | $2.1M | 1.1% | +53% | — |
| 26 | — | SCHWAB STRATEGIC TR | $2.0M | 1.1% | -2% | — |
| 27 |  $KMI | KINDER MORGAN, INC. | $1.9M | 1.0% | -1% | 74.6 |
| 28 |  $MA | Mastercard Inc | $1.8M | 0.9% | +2% | 81.7 |
| 29 | — | SPDR SERIES TRUST | $1.7M | 0.8% | +3% | — |
| 30 | — | BLACKROCK ETF TRUST | $1.7M | 0.8% | +14% | — |
| 31 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.6M | 0.8% | +0% | 66.5 |
| 32 |  $CCZ | COMCAST CORP | $1.6M | 0.8% | -0% | 70.4 |
| 33 | — | CAPITAL GROUP CORE BALANCED | $1.5M | 0.8% | +133% | — |
| 34 |  $META | Meta Platforms, Inc. | $1.5M | 0.8% | +8% | 80.9 |
| 35 | — | CAPITAL GROUP GLOBAL EQUITY | $1.4M | 0.7% | +66% | — |
| 36 |  $AVGO | Broadcom Inc. | $1.4M | 0.7% | -3% | 86.4 |
| 37 |  $ETN | Eaton Corp plc | $1.4M | 0.7% | +5% | — |
| 38 |  $XOM | EXXON MOBIL CORP | $1.4M | 0.7% | -7% | 61.8 |
| 39 |  $HD | HOME DEPOT, INC. | $1.4M | 0.7% | +3% | 69.2 |
| 40 |  $CVX | CHEVRON CORP | $1.4M | 0.7% | -3% | 54.7 |
| 41 | — | ISHARES TR | $1.4M | 0.7% | +23% | — |
| 42 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.3M | 0.7% | -5% | 58.6 |
| 43 | — | SPDR SERIES TRUST | $1.3M | 0.7% | +11% | — |
| 44 |  $DOV | DOVER Corp | $1.3M | 0.7% | +69% | 63.1 |
| 45 |  $JNJ | JOHNSON & JOHNSON | $1.1M | 0.6% | +1% | 72.8 |
| 46 |  $LLY | ELI LILLY & Co | $1.1M | 0.6% | +7% | 89.3 |
| 47 | — | CAPITAL GROUP DIVIDEND VALUE | $1.1M | 0.6% | +37% | — |
| 48 | — | CAPITAL GROUP DIVIDEND GROWE | $1.1M | 0.6% | +115% | — |
| 49 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.1M | 0.6% | -5% | 70.1 |
| 50 | $CRWD | CrowdStrike Holdings, Inc. | $1.0M | 0.5% | +8% | 55 |
| 51 |  $ENB | ENBRIDGE INC | $1.0M | 0.5% | -3% | — |
| 52 | — | AMERICAN CENTY ETF TR | $1.0M | 0.5% | -8% | — |
| 53 | — | ISHARES TR | $1.0M | 0.5% | -3% | — |
| 54 |  $NFLX | NETFLIX INC | $1.0M | 0.5% | +24% | 86.7 |
| 55 |  $ACN | Accenture plc | $949,809 | 0.5% | +5% | — |
| 56 | — | CAPITAL GRP FIXED INCM ETF T | $948,740 | 0.5% | +66% | — |
| 57 |  $DIS | Walt Disney Co | $947,319 | 0.5% | +1% | 68.9 |
| 58 | — | CAPITAL GROUP GROWTH ETF | $943,487 | 0.5% | -0% | — |
| 59 |  $HON | HONEYWELL INTERNATIONAL INC | $870,216 | 0.5% | +0% | 65.7 |
| 60 | — | SELECT SECTOR SPDR TR | $823,980 | 0.4% | +0% | — |
| 61 | — | VANGUARD SPECIALIZED FUNDS | $815,719 | 0.4% | +10% | — |
| 62 | — | BLACKROCK ETF TRUST | $802,437 | 0.4% | +28% | — |
| 63 |  $SHOP | SHOPIFY INC. | $800,685 | 0.4% | +4% | — |
| 64 | — | BNY MELLON ETF TRUST | $796,244 | 0.4% | +7% | — |
| 65 |  $COST | COSTCO WHOLESALE CORP /NEW | $787,182 | 0.4% | +27% | 67 |
| 66 |  $MDT | Medtronic plc | $773,438 | 0.4% | -7% | — |
| 67 | — | BLACKROCK ETF TRUST | $767,653 | 0.4% | -5% | — |
| 68 |  $HWM | Howmet Aerospace Inc. | $750,839 | 0.4% | +7% | 79.1 |
| 69 | — | CAPITAL GROUP GBL GROWTH EQT | $746,141 | 0.4% | +13% | — |
| 70 | — | ISHARES TR | $744,785 | 0.4% | -24% | — |
| 71 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.4% | +0% | 64.5 |
| 72 | — | VANGUARD INDEX FDS | $715,760 | 0.4% | +2% | — |
| 73 |  $BAC | BANK OF AMERICA CORP /DE/ | $714,341 | 0.4% | +17% | 68.4 |
| 74 | — | VANGUARD WHITEHALL FDS | $709,399 | 0.4% | +25% | — |
| 75 | — | SCHWAB STRATEGIC TR | $696,370 | 0.4% | +5% | — |
| 76 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $692,137 | 0.3% | +0% | 76.6 |
| 77 | — | VANGUARD INTL EQUITY INDEX F | $692,064 | 0.3% | +19% | — |
| 78 | — | ISHARES INC | $690,777 | 0.3% | -18% | — |
| 79 | — | CAPITAL GRP FIXED INCM ETF T | $690,128 | 0.3% | +168% | — |
| 80 |  $GS | GOLDMAN SACHS GROUP INC | $683,403 | 0.3% | +3% | — |
| 81 | — | ISHARES TR | $646,494 | 0.3% | -28% | — |
| 82 | — | BLACKROCK ETF TRUST | $634,452 | 0.3% | +28% | — |
| 83 |  $IAU | ISHARES GOLD TRUST | $612,800 | 0.3% | -1% | — |
| 84 |  $ABT | ABBOTT LABORATORIES | $601,661 | 0.3% | +3% | 67 |
| 85 | — | BLACKROCK ETF TRUST II | $583,447 | 0.3% | -11% | — |
| 86 | — | SCHWAB STRATEGIC TR | $580,503 | 0.3% | -37% | — |
| 87 | — | CAPITAL GROUP CORE EQUITY ET | $572,911 | 0.3% | +15% | — |
| 88 |  $TSLA | Tesla, Inc. | $572,867 | 0.3% | +4% | 50.1 |
| 89 | $IVZ | Invesco Ltd. | $568,974 | 0.3% | +35% | — |
| 90 | — | PIMCO ETF TR | $563,415 | 0.3% | +4% | — |
| 91 |  $CPRT | COPART INC | $535,848 | 0.3% | +21% | 74.9 |
| 92 |  $AWK | American Water Works Company, Inc. | $530,751 | 0.3% | +0% | 61.7 |
| 93 |  $DUK | Duke Energy CORP | $518,391 | 0.3% | +0% | 64 |
| 94 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $515,321 | 0.3% | +13% | 66.7 |
| 95 | — | ISHARES TR | $512,990 | 0.3% | -61% | — |
| 96 |  $SPY | SPDR S&P 500 ETF TRUST | $508,400 | 0.3% | +89% | — |
| 97 |  $BA | BOEING CO | $508,124 | 0.3% | +25% | 51.8 |
| 98 | — | CAPITAL GRP FIXED INCM ETF T | $507,604 | 0.3% | +132% | — |
| 99 |  $PSX | Phillips 66 | $503,291 | 0.3% | +0% | 47.6 |
| 100 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $500,277 | 0.3% | +9% | — |
| 101 |  $SPG | SIMON PROPERTY GROUP INC. | $498,968 | 0.3% | -4% | 76.9 |
| 102 |  $GEV | GE Vernova Inc. | $495,807 | 0.3% | NEW | 70.1 |
| 103 | — | ISHARES TR | $495,697 | 0.3% | +4% | — |
| 104 |  $WMT | Walmart Inc. | $491,923 | 0.3% | +20% | 63.2 |
| 105 |  $MCD | MCDONALDS CORP | $487,519 | 0.3% | -18% | 73.9 |
| 106 | — | VANGUARD WHITEHALL FDS | $486,122 | 0.3% | +8% | — |
| 107 | — | SPDR SERIES TRUST | $473,638 | 0.2% | +1% | — |
| 108 |  $NVS | NOVARTIS AG | $473,525 | 0.2% | +0% | — |
| 109 |  $PFE | PFIZER INC | $466,158 | 0.2% | -7% | 69 |
| 110 |  $EQNR | EQUINOR ASA | $451,540 | 0.2% | -8% | — |
| 111 | — | ISHARES TR | $431,430 | 0.2% | +29% | — |
| 112 | — | VANGUARD CHARLOTTE FDS | $425,274 | 0.2% | +86% | — |
| 113 | — | GLOBAL X FDS | $421,290 | 0.2% | +86% | — |
| 114 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $412,107 | 0.2% | +70% | — |
| 115 |  $GPC | GENUINE PARTS CO | $404,571 | 0.2% | +0% | 54.2 |
| 116 | — | CAPITAL GROUP EQUITY ETF TR | $400,529 | 0.2% | +29% | — |
| 117 | — | BLACKROCK ETF TRUST | $397,871 | 0.2% | -61% | — |
| 118 | — | VANECK ETF TRUST | $389,386 | 0.2% | -4% | — |
| 119 |  $NSC | NORFOLK SOUTHERN CORP | $380,275 | 0.2% | -42% | 70.8 |
| 120 |  $GE | GENERAL ELECTRIC CO | $371,455 | 0.2% | +68% | 74.8 |
| 121 | — | ISHARES TR | $369,118 | 0.2% | -51% | — |
| 122 |  $STT | STATE STREET CORP | $364,071 | 0.2% | +0% | 61.5 |
| 123 |  $APD | Air Products & Chemicals, Inc. | $363,113 | 0.2% | +25% | 41.2 |
| 124 |  $SUI | SUN COMMUNITIES INC | $352,688 | 0.2% | +0% | 44.4 |
| 125 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $349,263 | 0.2% | +0% | 66.4 |
| 126 |  $C | CITIGROUP INC | $343,204 | 0.2% | +64% | 54.8 |
| 127 |  $WT | WisdomTree, Inc. | $332,299 | 0.2% | -11% | 62.9 |
| 128 | — | CAPITAL GROUP NEW GEOGRAPHY | $327,893 | 0.2% | +44% | — |
| 129 | $IVZ | Invesco Ltd. | $326,094 | 0.2% | +0% | — |
| 130 |  $GLD | SPDR GOLD TRUST | $318,845 | 0.2% | +16% | — |
| 131 | — | PUTNAM ETF TRUST | $312,808 | 0.2% | +5% | — |
| 132 | — | J P MORGAN EXCHANGE TRADED F | $303,753 | 0.2% | +1% | — |
| 133 |  $CSCO | CISCO SYSTEMS, INC. | $302,214 | 0.2% | -24% | 72.3 |
| 134 |  $REXR | Rexford Industrial Realty, Inc. | $301,116 | 0.1% | NEW | 53.8 |
| 135 |  $TTE | TotalEnergies SE | $300,234 | 0.1% | +0% | — |
| 136 | — | ISHARES TR | $299,647 | 0.1% | +25% | — |
| 137 |  $TPL | Texas Pacific Land Corp | $298,973 | 0.1% | NEW | 79.1 |
| 138 |  $MRK | Merck & Co., Inc. | $290,168 | 0.1% | +4% | 70.9 |
| 139 |  $CEG | Constellation Energy Corp | $289,303 | 0.1% | +3% | 62.5 |
| 140 | — | VANGUARD INDEX FDS | $286,474 | 0.1% | +0% | — |
| 141 |  $NKE | NIKE, Inc. | $285,122 | 0.1% | +7% | 53.4 |
| 142 |  $VZ | VERIZON COMMUNICATIONS INC | $282,009 | 0.1% | -9% | 71.6 |
| 143 |  $ED | CONSOLIDATED EDISON INC | $278,989 | 0.1% | NEW | 71.6 |
| 144 |  $D | DOMINION ENERGY, INC | $275,099 | 0.1% | -47% | 74.9 |
| 145 | — | ISHARES TR | $271,457 | 0.1% | +7% | — |
| 146 | — | VANGUARD INTL EQUITY INDEX F | $266,934 | 0.1% | +0% | — |
| 147 | — | ISHARES TR | $266,613 | 0.1% | -59% | — |
| 148 | $IVZ | Invesco Ltd. | $261,880 | 0.1% | +12% | — |
| 149 |  $AMAT | APPLIED MATERIALS INC /DE | $256,343 | 0.1% | NEW | 74.8 |
| 150 | — | FRANKLIN TEMPLETON ETF TR | $253,375 | 0.1% | +4% | — |
| 151 | — | GOLDMAN SACHS ETF TR | $248,762 | 0.1% | +1% | — |
| 152 | $IVZ | Invesco Ltd. | $247,718 | 0.1% | NEW | — |
| 153 |  $KO | COCA COLA CO | $243,410 | 0.1% | +1% | 74 |
| 154 |  $T | AT&T INC. | $240,729 | 0.1% | +0% | 71.9 |
| 155 |  $PANW | Palo Alto Networks Inc | $235,029 | 0.1% | NEW | 66.5 |
| 156 | — | ISHARES TR | $234,796 | 0.1% | -87% | — |
| 157 | — | ISHARES TR | $233,178 | 0.1% | -22% | — |
| 158 |  $SHEL | Shell plc | $229,617 | 0.1% | NEW | — |
| 159 | — | SCHWAB STRATEGIC TR | $225,745 | 0.1% | +0% | — |
| 160 | $IVZ | Invesco Ltd. | $222,461 | 0.1% | +0% | — |
| 161 |  $GILD | GILEAD SCIENCES, INC. | $222,162 | 0.1% | NEW | 77.8 |
| 162 |  $GLW | CORNING INC /NY | $217,552 | 0.1% | NEW | 72.7 |
| 163 |  $URI | UNITED RENTALS, INC. | $214,197 | 0.1% | NEW | 70.7 |
| 164 | — | BNY MELLON ETF TRUST | $208,067 | 0.1% | +2% | — |
| 165 |  $IBIT | iShares Bitcoin Trust ETF | $206,354 | 0.1% | NEW | — |
| 166 | — | PIMCO ETF TR | $205,037 | 0.1% | -59% | — |
| 167 |  $DE | DEERE & CO | $204,359 | 0.1% | NEW | 57.4 |
| 168 | — | VANGUARD MALVERN FDS | $203,671 | 0.1% | NEW | — |
| 169 | $GS | GOLDMAN SACHS GROUP INC | $202,345 | 0.1% | -6% | — |
| 170 | $GS | GOLDMAN SACHS GROUP INC | $202,174 | 0.1% | NEW | — |
| 171 |  $MMM | 3M CO | $200,853 | 0.1% | +0% | 60.7 |
| 172 |  $MGNX | MACROGENICS INC | $77,163 | 0.0% | NEW | 31.7 |
| 173 |  $ABCL | AbCellera Biologics Inc. | $34,900 | 0.0% | NEW | 17.2 |
| 174 |  $COCH | Envoy Medical, Inc. | $19,953 | 0.0% | NEW | — |
New Positions (16)
$GEV GE Vernova Inc.$495,807$REXR Rexford Industrial Realty, Inc.$301,116$TPL Texas Pacific Land Corp$298,973$ED CONSOLIDATED EDISON INC$278,989$AMAT APPLIED MATERIALS INC /DE$256,343$PANW Palo Alto Networks Inc$235,029$SHEL Shell plc$229,617$GILD GILEAD SCIENCES, INC.$222,162$GLW CORNING INC /NY$217,552$URI UNITED RENTALS, INC.$214,197$IBIT iShares Bitcoin Trust ETF$206,354$DE DEERE & CO$204,359 VANGUARD MALVERN FDS$203,671
$MGNX MACROGENICS INC$77,163$ABCL AbCellera Biologics Inc.$34,900Exited Positions (12)
$SBUX STARBUCKS CORP
$SLV iShares Silver Trust
$PLTR Palantir Technologies Inc.
$ORCL ORACLE CORP AIM ETF PRODUCTS TRUST
$BAH Booz Allen Hamilton Holding Corp
$IDXX IDEXX LABORATORIES INC /DE
$CVS CVS HEALTH Corp
$AMD ADVANCED MICRO DEVICES INC
$ADBE ADOBE INC.
$COYA Coya Therapeutics, Inc.
$MNOV MEDICINOVA INCBrowse Top Institutional Investors
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