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Lantern Wealth Advisors, LLC 13F holdings

Filed 2026-07-28 · Lantern Wealth Advisors, LLC · 184 positions · $218.4M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC39.2K$11.3M5.2%
AVUSAMERICAN CENTY ETF TR86.5K$11.1M5.1%
RSPINVESCO EXCHANGE TRADED FD T39.5K$8.4M3.9%
AVUVAMERICAN CENTY ETF TR47.3K$5.9M2.7%
BNDVANGUARD BD INDEX FDS76.7K$5.6M2.6%
AMZNAMAZON COM INC22.1K$5.3M2.4%
LQDISHARES TR44.1K$4.8M2.2%
GOOGLALPHABET INC13.3K$4.8M2.2%
DGROISHARES TR56.5K$4.3M2.0%
NVDANVIDIA CORPORATION20.6K$4.1M1.9%
BXBLACKSTONE INC33.9K$4.0M1.8%
DFAXDIMENSIONAL ETF TRUST107.6K$4.0M1.8%
VTIVANGUARD INDEX FDS10.5K$3.9M1.8%
JPMJPMORGAN CHASE & CO11.8K$3.9M1.8%
SCHWSCHWAB CHARLES CORP40.9K$3.8M1.7%
IVVISHARES TR5.0K$3.7M1.7%
CATCATERPILLAR INC3.4K$3.6M1.7%
IQLTISHARES TR71.4K$3.5M1.6%
ABBVABBVIE INC13.4K$3.4M1.5%
GOOGALPHABET INC8.2K$2.9M1.3%
STPZPIMCO ETF TR50.7K$2.7M1.2%
MSFTMICROSOFT CORP7.0K$2.6M1.2%
BRK-BBERKSHIRE HATHAWAY INC DEL4.5K$2.3M1.0%
SPHYSPDR SERIES TRUST94.4K$2.2M1.0%
TJXTJX COS INC NEW14.5K$2.2M1.0%
DYNFBLACKROCK ETF TRUST31.8K$2.2M1.0%
CRWDCROWDSTRIKE HLDGS INC2.7K$2.0M0.9%
SCHOSCHWAB STRATEGIC TR83.9K$2.0M0.9%
NEENEXTERA ENERGY INC22.9K$2.0M0.9%
CGBLCAPITAL GROUP CORE BALANCED50.0K$1.9M0.9%
IVWISHARES TR13.3K$1.8M0.8%
KMIKINDER MORGAN INC DEL55.9K$1.8M0.8%
MAMASTERCARD INCORPORATED3.3K$1.7M0.8%
AVGOBROADCOM INC4.5K$1.7M0.8%
ETNEATON CORP PLC4.0K$1.7M0.8%
CGGECAPITAL GROUP GLOBAL EQUITY46.0K$1.6M0.7%
METAMETA PLATFORMS INC2.7K$1.5M0.7%
HDHOME DEPOT INC4.2K$1.5M0.7%
LLYELI LILLY & CO1.2K$1.5M0.7%
VTVANGUARD INTL EQUITY INDEX F9.1K$1.4M0.7%
IAUISHARES GOLD TR18.6K$1.4M0.6%
CGDGCAPITAL GROUP DIVIDEND GROWE37.3K$1.4M0.6%
SPYVSPDR SERIES TRUST22.9K$1.4M0.6%
LHXL3HARRIS TECHNOLOGIES INC4.4K$1.3M0.6%
CGGRCAPITAL GROUP GROWTH ETF27.2K$1.3M0.6%
JNJJOHNSON & JOHNSON4.7K$1.2M0.5%
XLKSELECT SECTOR SPDR TR6.2K$1.2M0.5%
ACWXISHARES TR15.2K$1.2M0.5%
CGDVCAPITAL GROUP DIVIDEND VALUE23.2K$1.1M0.5%
EXMOCEXXON MOBIL CORP8.4K$1.1M0.5%
CMCSACOMCAST CORP NEW46.5K$1.1M0.5%
CVXCHEVRON CORPORATION6.6K$1.1M0.5%
MINTPIMCO ETF TR10.7K$1.1M0.5%
AVEMAMERICAN CENTY ETF TR11.0K$1.1M0.5%
COROBLACKROCK ETF TRUST28.5K$1.0M0.5%
ENBENBRIDGE INC19.2K$1.0M0.5%
CGGOCAPITAL GROUP GBL GROWTH EQT24.0K$1.0M0.5%
BAIBLACKROCK ETF TRUST18.9K$995,3540.5%
BMYBRISTOL-MYERS SQUIBB CO17.3K$995,0900.5%
BKLCBNY MELLON ETF TRUST6.9K$987,8980.5%
Top Fund Holdings
13F
Top Fund Holdings

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