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Disclosed positions
Lantern Wealth Advisors, LLC: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $11,347,716
- Reported amount
- 39,217
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002854Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| APPLE INC | AAPL | COM | $11,347,716 | 39,217 | SH | None |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $11,082,634 | 86,529 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $8,411,649 | 39,534 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $5,904,517 | 47,327 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $5,628,785 | 76,676 | SH | None |
| AMAZON COM INC | AMZN | COM | $5,271,127 | 22,116 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $4,806,606 | 44,069 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $4,767,658 | 13,341 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $4,283,187 | 56,514 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $4,114,352 | 20,563 | SH | None |
| BLACKSTONE INC | BX | COM | $3,990,425 | 33,912 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $3,965,016 | 107,628 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $3,902,960 | 10,547 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,868,335 | 11,818 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $3,774,489 | 40,907 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $3,733,948 | 4,986 | SH | None |
| CATERPILLAR INC | CAT | COM | $3,633,838 | 3,412 | SH | None |
| ISHARES TR | IQLT | MSCI INTL QUALTY | $3,538,100 | 71,405 | SH | None |
| ABBVIE INC | ABBV | COM | $3,360,074 | 13,353 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,880,699 | 8,153 | SH | None |
| PIMCO ETF TR | STPZ | 1-5 US TIP IDX | $2,702,359 | 50,663 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,621,980 | 7,029 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,258,760 | 4,514 | SH | None |
| SPDR SERIES TRUST | SPHY | ST PORT HIGH ETF | $2,212,361 | 94,384 | SH | None |
| TJX COS INC NEW | TJX | COM | $2,191,751 | 14,467 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $2,159,932 | 31,759 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $2,044,452 | 2,679 | SH | None |
| SCHWAB STRATEGIC TR | SCHO | SHT TM US TRES | $2,026,529 | 83,949 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $2,006,016 | 22,855 | SH | None |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $1,897,647 | 49,991 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $1,835,241 | 13,344 | SH | None |
| KINDER MORGAN INC DEL | KMI | COM | $1,788,041 | 55,929 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $1,701,557 | 3,313 | SH | None |
| BROADCOM INC | AVGO | COM | $1,693,234 | 4,482 | SH | None |
| EATON CORP PLC | ETN | SHS | $1,692,123 | 3,971 | SH | None |
| CAPITAL GROUP GLOBAL EQUITY | CGGE | SHS | $1,621,381 | 46,010 | SH | None |
| META PLATFORMS INC | META | CL A | $1,515,412 | 2,690 | SH | None |
| HOME DEPOT INC | HD | COM | $1,492,695 | 4,232 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,468,102 | 1,224 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $1,435,776 | 9,148 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $1,401,617 | 18,562 | SH | None |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | SHS ETF | $1,399,625 | 37,313 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $1,393,815 | 22,928 | SH | None |
| L3HARRIS TECHNOLOGIES INC | LHX | COM | $1,292,835 | 4,449 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $1,282,920 | 27,181 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $1,186,166 | 4,670 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $1,181,224 | 6,200 | SH | None |
| ISHARES TR | ACWX | MSCI ACWI EX US | $1,158,242 | 15,218 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $1,145,648 | 23,248 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,143,919 | 8,367 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.