StockDriftsStockDriftsTop 50 Lantern Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.2% | 39.2K | $11.3M | +3.31%(+1.26K) | $194.61(+57.59%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 5.07% | 86.5K | $11.1M | +4.71%(+3.89K) | $80.77(+62.80%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.85% | 39.5K | $8.4M | +0.47%(+186) | $153.80(+43.57%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.7% | 47.3K | $5.9M | -4.85%(-2.41K) | $86.71(+47.01%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.58% | 76.7K | $5.6M | +16.96%(+11.12K) | $72.29(+0.00%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.41% | 22.1K | $5.3M | -2.50%(-566) | $179.95(+52.79%) | 2026-06-30 | |
| LQD | ISHARES TR | 2.2% | 44.1K | $4.8M | +7.49%(+3.07K) | $107.34(-1.03%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.18% | 13.3K | $4.8M | -3.18%(-438) | $167.36(+110.00%) | 2026-06-30 | |
| DGRO | ISHARES TR | 1.96% | 56.5K | $4.3M | +3.89%(+2.12K) | $53.89(+48.19%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.88% | 20.6K | $4.1M | +0.71%(+144) | $104.35(+111.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.65% |
Lantern Wealth Advisors, LLC reports $218.39M in US-listed equity holdings across 184 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.2%), AVUS (5.1%) and RSP (3.9%). The top 20 holdings account for 46.82% of reported assets. Its disclosed equity book has returned +37.89% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lantern Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1950218). View Lantern Wealth Advisors, LLC’s 13F filings on SEC