Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lantern Wealth Advisors, LLC (CIK 1950218) reported $195.0M across 174 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($9.6M, 4.94%), AVUS ($9.2M, 4.71%), RSP ($7.6M, 3.87%), AVUV ($5.5M, 2.82%), BND ($4.8M, 2.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.6M | 4.94% | 37,960 | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $9.2M | 4.71% | 82,639 | Added |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $7.6M | 3.87% | 39,348 | Trimmed |
| 4 | AVUV | AMERICAN CENTY ETF TR | $5.5M | 2.82% | 49,741 | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $4.8M | 2.48% | 65,558 | Added |
| 6 | AMZN | AMAZON COM INC | $4.7M | 2.42% | 22,682 | Added |
| 7 | LQD | ISHARES TR | $4.5M | 2.29% | 40,997 | Added |
| 8 | BX | BLACKSTONE INC | $4.2M | 2.14% | 36,367 | Added |
| 9 | SCHW | SCHWAB CHARLES CORP | $4.0M | 2.05% | 42,626 | Added |
| 10 | GOOGL | ALPHABET INC | $4.0M | 2.03% | 13,779 | Trimmed |
| 11 | DGRO | ISHARES TR | $3.8M | 1.96% | 54,398 | Added |
| 12 | DFAX | DIMENSIONAL ETF TRUST | $3.7M | 1.88% | 107,830 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $3.6M | 1.83% | 20,419 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.81% | 12,026 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $3.5M | 1.79% | 10,886 | Trimmed |
| 16 | IQLT | ISHARES TR | $3.2M | 1.63% | 68,923 | Added |
| 17 | ABBV | ABBVIE INC | $3.2M | 1.62% | 14,552 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $2.5M | 1.29% | 6,787 | Added |
| 19 | CAT | CATERPILLAR INC | $2.4M | 1.24% | 3,424 | Added |
| 20 | TJX | TJX COS INC NEW | $2.4M | 1.21% | 14,720 | Added |
| 21 | STPZ | PIMCO ETF TR | $2.4M | 1.21% | 43,535 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.20% | 4,863 | Hold |
| 23 | GOOG | ALPHABET INC | $2.3M | 1.20% | 8,155 | Added |
| 24 | NEE | NEXTERA ENERGY INC | $2.3M | 1.18% | 24,782 | Added |
| 25 | IVV | ISHARES TR | $2.1M | 1.10% | 3,284 | Added |
Source: SEC Form 13F filings · as of 2026-03-31