Lantern Wealth Advisors, LLC

Est. AUM

$195.0M

13F long equity, this entity only

Positions

174

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$9.6M	37960	4.94%	SOLE
2	AMERICAN CENTY ETF TR	US EQT ETF	$9.2M	82639	4.71%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.6M	39348	3.87%	SOLE
4	AMERICAN CENTY ETF TR	US SML CP VALU	$5.5M	49741	2.82%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.8M	65558	2.48%	SOLE
6	AMAZON COM INC	COM	$4.7M	22682	2.42%	SOLE
7	ISHARES TR	IBOXX INV CP ETF	$4.5M	40997	2.29%	SOLE
8	BLACKSTONE INC	COM	$4.2M	36367	2.14%	SOLE
9	SCHWAB CHARLES CORP	COM	$4.0M	42626	2.05%	SOLE
10	ALPHABET INC	CAP STK CL A	$4.0M	13779	2.03%	SOLE
11	ISHARES TR	CORE DIV GRWTH	$3.8M	54398	1.96%	SOLE
12	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$3.7M	107830	1.88%	SOLE
13	NVIDIA CORPORATION	COM	$3.6M	20419	1.83%	SOLE
14	JPMORGAN CHASE & CO	COM	$3.5M	12026	1.81%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$3.5M	10886	1.79%	SOLE
16	ISHARES TR	MSCI INTL QUALTY	$3.2M	68923	1.63%	SOLE
17	ABBVIE INC	COM	$3.2M	14552	1.62%	SOLE
18	MICROSOFT CORP	COM	$2.5M	6787	1.29%	SOLE
19	CATERPILLAR INC	COM	$2.4M	3424	1.24%	SOLE
20	PIMCO ETF TR	1-5 US TIP IDX	$2.4M	43535	1.21%	SOLE
21	TJX COS INC NEW	COM	$2.4M	14720	1.21%	SOLE
22	ALPHABET INC	CAP STK CL C	$2.3M	8155	1.20%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4863	1.20%	SOLE
24	NEXTERA ENERGY INC	COM	$2.3M	24782	1.18%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$2.1M	3284	1.10%	SOLE
26	SCHWAB STRATEGIC TR	SHT TM US TRES	$2.0M	84016	1.05%	SOLE
27	KINDER MORGAN INC DEL	COM	$1.9M	55927	0.96%	SOLE
28	MASTERCARD INCORPORATED	CL A	$1.8M	3699	0.95%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	71455	0.85%	SOLE
30	BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.7M	28611	0.85%	SOLE
31	L3HARRIS TECHNOLOGIES INC	COM	$1.6M	4699	0.83%	SOLE
32	COMCAST CORP NEW	CL A	$1.6M	55333	0.81%	SOLE
33	CAPITAL GROUP CORE BALANCED	SHS	$1.5M	45025	0.79%	SOLE
34	META PLATFORMS INC	CL A	$1.5M	2604	0.76%	SOLE
35	CAPITAL GROUP GLOBAL EQUITY	SHS	$1.4M	46819	0.73%	SOLE
36	BROADCOM INC	COM	$1.4M	4591	0.73%	SOLE
37	EATON CORP PLC	SHS	$1.4M	3946	0.72%	SOLE
38	EXXON MOBIL CORP	COM	$1.4M	8306	0.72%	SOLE
39	HOME DEPOT INC	COM	$1.4M	4242	0.72%	SOLE
40	CHEVRON CORPORATION	COM	$1.4M	6690	0.71%	SOLE
41	ISHARES TR	S&P 500 GRWT ETF	$1.4M	11954	0.69%	SOLE
42	PRUDENTIAL FINL INC	COM	$1.3M	13622	0.68%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	22439	0.65%	SOLE
44	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.3M	9177	0.65%	SOLE
45	JOHNSON & JOHNSON	COM	$1.1M	4573	0.57%	SOLE
46	ELI LILLY & CO	COM	$1.1M	1212	0.57%	SOLE
47	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.1M	26082	0.57%	SOLE
48	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$1.1M	30837	0.57%	SOLE
49	BRISTOL-MYERS SQUIBB CO	COM	$1.1M	17823	0.55%	SOLE
50	CROWDSTRIKE HLDGS INC	CL A	$1.0M	2664	0.53%	SOLE

1–50 of 174

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.