Lantern Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1950218
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13F Reported Value
ⓘ$218.4M
Holdings
184
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lantern Wealth Advisors, LLC disclosed 184 positions worth $218.4M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.2% of the equity portfolio. During the quarter the fund opened 18 new positions and exited 9 and a full exit from $PFH. The portfolio is most concentrated in Other (45.6% 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
Stable
$AAPL5.2% weight
Held 9 quarters
AMERICAN CENTY ETF TR - US
5.1% weight
Held 9 quarters
$IVZ3.9% weight
Held 9 quarters
AMERICAN CENTY ETF TR - US
2.7% weight
Held 9 quarters
VANGUARD BD INDEX FDS - TO
2.6% weight
Held 9 quarters
ISHARES TR - IBOXX INV CP
8 quarters accumulating
SCHWAB STRATEGIC TR - US D
8 quarters accumulating
$CRWD7 quarters accumulating
PIMCO ETF TR - ENHAN SHRT
7 quarters accumulating
VANGUARD INTL EQUITY INDEX
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$11.3M39,217 sh AMERICAN CENTY ETF TR - US EQT ETF
—Quality
$11.1M86,529 sh- —
Quality
$8.4M39,534 sh AMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$5.9M47,327 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$5.6M76,676 sh- 68.7
Quality
$5.3M22,116 sh ISHARES TR - IBOXX INV CP ETF
—Quality
$4.8M44,069 sh- 78.2
Quality
$4.8M13,341 sh ISHARES TR - CORE DIV GRWTH
—Quality
$4.3M56,514 sh- 85.9
Quality
$4.1M20,563 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $11.3M | 39,217 |
| AMERICAN CENTY ETF TR - US EQT ETF | — | $11.1M | 86,529 |
| Invesco Ltd.$IVZ | — | $8.4M | 39,534 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $5.9M | 47,327 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $5.6M | 76,676 |
 AMAZON COM INC$AMZN | 68.7 | $5.3M | 22,116 |
| ISHARES TR - IBOXX INV CP ETF | — | $4.8M | 44,069 |
 Alphabet Inc.$GOOG | 78.2 | $4.8M | 13,341 |
| ISHARES TR - CORE DIV GRWTH | — | $4.3M | 56,514 |
 NVIDIA CORP$NVDA | 85.9 | $4.1M | 20,563 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lantern Wealth Advisors, LLC's 184 positions.
Showing top 10 of 184 holdings.
Sector Allocation
Other
$99.6M
Technology
$37.3M
Financials
$31.5M
Industrials
$11.5M
Consumer Discretionary
$11.4M
Healthcare
$11.0M
Energy
$6.1M
Utilities
$3.7M
Top Holdings — Lantern Wealth Advisors, LLC (Q2 2026)
Top 150 of 184 disclosed positions (by reported value) 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. | $11.3M | 5.2% | +3% | 76.4 |
| 2 | — | AMERICAN CENTY ETF TR - US EQT ETF | $11.1M | 5.1% | +5% | — |
| 3 | $IVZ | Invesco Ltd. | $8.4M | 3.9% | +0% | — |
| 4 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $5.9M | 2.7% | -5% | — |
| 5 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $5.6M | 2.6% | +17% | — |
| 6 | $AMZN | AMAZON COM INC | $5.3M | 2.4% | -2% | 68.7 |
| 7 | — | ISHARES TR - IBOXX INV CP ETF | $4.8M | 2.2% | +7% | — |
| 8 | $GOOG | Alphabet Inc. | $4.8M | 2.2% | -3% | 78.2 |
| 9 | — | ISHARES TR - CORE DIV GRWTH | $4.3M | 2.0% | +4% | — |
| 10 | $NVDA | NVIDIA CORP | $4.1M | 1.9% | +1% | 85.9 |
| 11 |  $BX | Blackstone Inc. | $4.0M | 1.8% | -7% | 74.4 |
| 12 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $4.0M | 1.8% | -0% | — |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.9M | 1.8% | -3% | — |
| 14 |  $JPM | JPMORGAN CHASE & CO | $3.9M | 1.8% | -2% | 70.7 |
| 15 |  $SCHW | SCHWAB CHARLES CORP | $3.8M | 1.7% | -4% | 79.4 |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $3.7M | 1.7% | +52% | — |
| 17 |  $CAT | CATERPILLAR INC | $3.6M | 1.7% | -0% | 66.5 |
| 18 | — | ISHARES TR - MSCI INTL QUALTY | $3.5M | 1.6% | +4% | — |
| 19 |  $ABBV | AbbVie Inc. | $3.4M | 1.5% | -8% | 72.6 |
| 20 |  $GOOGL | Alphabet Inc. | $2.9M | 1.3% | -0% | 78.2 |
| 21 | — | PIMCO ETF TR - 1-5 US TIP IDX | $2.7M | 1.2% | +16% | — |
| 22 |  $MSFT | MICROSOFT CORP | $2.6M | 1.2% | +4% | 79.8 |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 1.0% | -7% | 73.8 |
| 24 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $2.2M | 1.0% | +32% | — |
| 25 |  $TJX | TJX COMPANIES INC /DE/ | $2.2M | 1.0% | -2% | 68.7 |
| 26 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $2.2M | 1.0% | +11% | — |
| 27 | $CRWD | CrowdStrike Holdings, Inc. | $2.0M | 0.9% | +1% | 67.7 |
| 28 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $2.0M | 0.9% | -0% | — |
| 29 |  $NEE | NEXTERA ENERGY INC | $2.0M | 0.9% | -8% | 64.6 |
| 30 | — | CAPITAL GROUP CORE BALANCED - SHS | $1.9M | 0.9% | +11% | — |
| 31 | — | ISHARES TR - S&P 500 GRWT ETF | $1.8M | 0.8% | +12% | — |
| 32 |  $KMI | KINDER MORGAN, INC. | $1.8M | 0.8% | +0% | 71.3 |
| 33 |  $MA | Mastercard Inc | $1.7M | 0.8% | -10% | 85.1 |
| 34 |  $AVGO | Broadcom Inc. | $1.7M | 0.8% | -2% | 84.5 |
| 35 |  $ETN | Eaton Corp plc | $1.7M | 0.8% | +1% | — |
| 36 | — | CAPITAL GROUP GLOBAL EQUITY - SHS | $1.6M | 0.7% | -2% | — |
| 37 |  $META | Meta Platforms, Inc. | $1.5M | 0.7% | +3% | 79.6 |
| 38 |  $HD | HOME DEPOT, INC. | $1.5M | 0.7% | -0% | 60.3 |
| 39 |  $LLY | ELI LILLY & Co | $1.5M | 0.7% | +1% | 87.5 |
| 40 |  $DOV | DOVER Corp | $1.4M | 0.7% | -0% | 58.1 |
| 41 |  $IAU | ISHARES GOLD TRUST | $1.4M | 0.6% | +167% | — |
| 42 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $1.4M | 0.6% | +21% | — |
| 43 | — | SPDR SERIES TRUST - ST STR P500VAL | $1.4M | 0.6% | +2% | — |
| 44 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.3M | 0.6% | -5% | 64.4 |
| 45 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $1.3M | 0.6% | +16% | — |
| 46 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.5% | +2% | 69 |
| 47 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.2M | 0.5% | +0% | — |
| 48 | — | ISHARES TR - MSCI ACWI EX US | $1.2M | 0.5% | +61% | — |
| 49 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $1.1M | 0.5% | -11% | — |
| 50 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.5% | +1% | 57.9 |
| 51 |  $CCZ | COMCAST CORP | $1.1M | 0.5% | -16% | 59.5 |
| 52 |  $CVX | CHEVRON CORP | $1.1M | 0.5% | -2% | 62.8 |
| 53 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $1.1M | 0.5% | +90% | — |
| 54 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $1.1M | 0.5% | -12% | — |
| 55 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $1.0M | 0.5% | +19% | — |
| 56 |  $ENB | ENBRIDGE INC | $1.0M | 0.5% | +0% | 66.7 |
| 57 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $1.0M | 0.5% | +7% | — |
| 58 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $995,354 | 0.5% | -2% | — |
| 59 |  $BMY | BRISTOL MYERS SQUIBB CO | $995,090 | 0.5% | -3% | 70.4 |
| 60 | — | BNY MELLON ETF TRUST - US LRG CP CORE | $987,898 | 0.5% | +8% | — |
| 61 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $980,755 | 0.5% | +9% | — |
| 62 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $863,414 | 0.4% | -10% | — |
| 63 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $861,731 | 0.4% | +12% | — |
| 64 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $849,975 | 0.4% | -11% | — |
| 65 |  $DIS | Walt Disney Co | $842,091 | 0.4% | -11% | 60.1 |
| 66 |  $HWM | Howmet Aerospace Inc. | $810,613 | 0.4% | -7% | 73.9 |
| 67 |  $GS | GOLDMAN SACHS GROUP INC | $801,644 | 0.4% | +2% | 73.5 |
| 68 |  $MDT | Medtronic plc | $792,235 | 0.4% | +13% | 68.7 |
| 69 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $782,925 | 0.4% | +1% | — |
| 70 | $IVZ | Invesco Ltd. | $769,928 | 0.3% | -6% | — |
| 71 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $767,442 | 0.3% | +1% | — |
| 72 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $754,396 | 0.3% | +12% | — |
| 73 |  $NFLX | NETFLIX INC | $744,059 | 0.3% | +0% | 78.8 |
| 74 |  $GEV | GE Vernova Inc. | $742,512 | 0.3% | +11% | 81.1 |
| 75 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $741,470 | 0.3% | +8% | — |
| 76 |  $COST | COSTCO WHOLESALE CORP /NEW | $731,543 | 0.3% | -1% | 66.2 |
| 77 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $729,477 | 0.3% | +1% | — |
| 78 | — | ISHARES INC - CORE MSCI EMKT | $724,150 | 0.3% | -12% | — |
| 79 | — | ISHARES TR - MSCI USA QLT FCT | $702,728 | 0.3% | -39% | — |
| 80 |  $BAC | BANK OF AMERICA CORP /DE/ | $684,879 | 0.3% | -18% | 67.6 |
| 81 |  $SHOP | SHOPIFY INC. | $679,371 | 0.3% | -12% | 64.9 |
| 82 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $661,793 | 0.3% | NEW | — |
| 83 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $651,838 | 0.3% | +34% | — |
| 84 |  $TSLA | Tesla, Inc. | $622,488 | 0.3% | -4% | 53.9 |
| 85 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $620,913 | 0.3% | -19% | 75.4 |
| 86 |  $SPG | SIMON PROPERTY GROUP INC. | $620,629 | 0.3% | +4% | 76.7 |
| 87 |  $BA | BOEING CO | $619,321 | 0.3% | +12% | 61.6 |
| 88 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $613,734 | 0.3% | NEW | — |
| 89 |  $SPY | SPDR S&P 500 ETF TRUST | $584,495 | 0.3% | -11% | — |
| 90 | — | SPDR SERIES TRUST - ST STR P500ETF | $578,207 | 0.3% | +6% | — |
| 91 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $577,270 | 0.3% | +0% | — |
| 92 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $567,489 | 0.3% | +12% | — |
| 93 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $565,317 | 0.3% | +45% | — |
| 94 |  $AMAT | APPLIED MATERIALS INC /DE | $542,250 | 0.3% | +0% | 72.3 |
| 95 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $541,532 | 0.3% | -18% | — |
| 96 | — | ISHARES TR - ISHS 5-10YR INVT | $536,704 | 0.3% | +8% | — |
| 97 |  $ABT | ABBOTT LABORATORIES | $531,778 | 0.2% | +0% | 65.5 |
| 98 | — | ISHARES TR - CORE MSCI EAFE | $530,855 | 0.2% | +15% | — |
| 99 | — | ISHARES TR - CORE US AGGBD ET | $529,354 | 0.2% | +3% | — |
| 100 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $525,790 | 0.2% | +0% | — |
| 101 | — | GLOBAL X FDS - DEFENSE TECH ETF | $517,391 | 0.2% | +46% | — |
| 102 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $516,934 | 0.2% | +2% | — |
| 103 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $513,208 | 0.2% | -14% | 70 |
| 104 |  $MU | MICRON TECHNOLOGY INC | $506,733 | 0.2% | NEW | 86.2 |
| 105 |  $DUK | Duke Energy CORP | $501,130 | 0.2% | +0% | 56.4 |
| 106 |  $GE | GENERAL ELECTRIC CO | $489,213 | 0.2% | +0% | 73.8 |
| 107 |  $NVS | NOVARTIS AG | $485,832 | 0.2% | +0% | — |
| 108 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $483,274 | 0.2% | +7% | — |
| 109 |  $ACN | Accenture plc | $466,650 | 0.2% | -22% | — |
| 110 | — | ISHARES TR - EAFE VALUE ETF | $457,070 | 0.2% | -40% | — |
| 111 |  $PANW | Palo Alto Networks Inc | $451,510 | 0.2% | -10% | 65.5 |
| 112 |  $GPC | GENUINE PARTS CO | $451,390 | 0.2% | +0% | 52.7 |
| 113 |  $WMT | Walmart Inc. | $448,346 | 0.2% | +0% | 60.2 |
| 114 |  $PSX | Phillips 66 | $437,572 | 0.2% | -6% | 57.8 |
| 115 |  $AWK | American Water Works Company, Inc. | $434,214 | 0.2% | -15% | 58.1 |
| 116 |  $HON | HONEYWELL INTERNATIONAL INC | $431,008 | 0.2% | -50% | 65 |
| 117 |  $MCD | MCDONALDS CORP | $428,397 | 0.2% | +1% | 69 |
| 118 |  $HONA | Honeywell Aerospace Inc. | $425,579 | 0.2% | NEW | — |
| 119 |  $CSCO | CISCO SYSTEMS, INC. | $420,957 | 0.2% | -8% | 70.3 |
| 120 |  $NSC | NORFOLK SOUTHERN CORP | $416,832 | 0.2% | +0% | 63.2 |
| 121 |  $PFE | PFIZER INC | $415,938 | 0.2% | +4% | 62 |
| 122 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $412,365 | 0.2% | +20% | — |
| 123 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $409,177 | 0.2% | -5% | — |
| 124 |  $GLW | CORNING INC /NY | $408,688 | 0.2% | +0% | 73.7 |
| 125 |  $STT | STATE STREET CORP | $404,667 | 0.2% | +0% | 71.5 |
| 126 | $IVZ | Invesco Ltd. | $401,031 | 0.2% | +28% | — |
| 127 | — | ISHARES TR - CORE DIVID ETF | $397,497 | 0.2% | +28% | — |
| 128 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $396,436 | 0.2% | +0% | — |
| 129 |  $WT | WisdomTree, Inc. | $391,277 | 0.2% | +8% | 59.9 |
| 130 |  $CPRT | COPART INC | $384,512 | 0.2% | -15% | 69.1 |
| 131 |  $AMD | ADVANCED MICRO DEVICES INC | $376,430 | 0.2% | NEW | 79.8 |
| 132 |  $APD | Air Products & Chemicals, Inc. | $366,475 | 0.2% | +0% | 46.4 |
| 133 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $342,724 | 0.2% | +0% | — |
| 134 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $339,295 | 0.2% | +0% | 61.4 |
| 135 | $IVZ | Invesco Ltd. | $337,129 | 0.1% | +22% | — |
| 136 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $335,515 | 0.1% | +65% | — |
| 137 | $IVZ | Invesco Ltd. | $335,223 | 0.1% | +0% | — |
| 138 |  $URI | UNITED RENTALS, INC. | $333,070 | 0.1% | +0% | 63.9 |
| 139 |  $D | DOMINION ENERGY, INC | $331,207 | 0.1% | +9% | 69.9 |
| 140 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $329,523 | 0.1% | NEW | — |
| 141 | — | ISHARES TR - S&P 500 VAL ETF | $328,813 | 0.1% | +2% | — |
| 142 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $328,490 | 0.1% | +7% | — |
| 143 |  $MRK | Merck & Co., Inc. | $310,128 | 0.1% | +0% | 59.9 |
| 144 | — | ISHARES TR - US TREAS BD ETF | $307,576 | 0.1% | +33% | — |
| 145 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $303,548 | 0.1% | -48% | — |
| 146 |  $SUI | SUN COMMUNITIES INC | $299,775 | 0.1% | -11% | 62.8 |
| 147 |  $STX | Seagate Technology Holdings plc | $297,220 | 0.1% | NEW | — |
| 148 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $289,955 | 0.1% | +3% | — |
| 149 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $287,061 | 0.1% | +0% | — |
| 150 |  $REXR | Rexford Industrial Realty, Inc. | $284,750 | 0.1% | -8% | 42.3 |
New Positions (18)
VANECK ETF TRUST - SEMICONDUCTR ETF$661,793
BLACKROCK ETF TRUST - ISHA SYST AL ETF$613,734
$MU MICRON TECHNOLOGY INC$506,733$HONA Honeywell Aerospace Inc.$425,579$AMD ADVANCED MICRO DEVICES INC$376,430$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$329,523$STX Seagate Technology Holdings plc$297,220
$CVS CVS HEALTH Corp$250,197 ISHARES TR - CORE S&P TTL STK$247,290
VANGUARD INDEX FDS - GROWTH ETF$236,460
$KMB KIMBERLY CLARK CORP$235,279 FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV$226,405
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$224,394
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT$221,914
ISHARES TR - U S EQUITY FACTR$211,625
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