§ 13F · FUND PROFILE
Lantern Wealth Advisors, LLC.
AUM · $218M (13F)Positions · 184Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 39K | $11M | 5.2% | +3% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 87K | $11M | 5.1% | +5% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 40K | $8M | 3.9% | ±0% |
| 4 | AVUV | AMERICAN CENTY ETF TR | 47K | $6M | 2.7% | −5% |
| 5 | BND | VANGUARD BD INDEX FDS | 77K | $6M | 2.6% | +17% |
| 6 | AMZN | AMAZON COM INC | 22K | $5M | 2.4% | −2% |
| 7 | LQD | ISHARES TR | 44K | $5M | 2.2% | +7% |
| 8 | GOOGL | ALPHABET INC | 13K | $5M | 2.2% | −3% |
| 9 | DGRO | ISHARES TR | 57K | $4M | 2.0% | +4% |
| 10 | NVDA | NVIDIA CORPORATION | 21K | $4M | 1.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANTERN SIGNAL
AC read
Lantern Wealth Advisors, LLC is a Other fund managing $218 million in assets. The fund runs a portfolio of 184 positions.
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