Name: Lantern Wealth Advisors, LLC 13F Holdings
Creator: 13F Insight

AI Analysis · Q3 2026

Lantern Wealth Advisors liquidated its entire position in Accenture ($1.23M) and Walt Disney ($1.11M) during Q1 2026, exiting both mega-caps while also trimming Alphabet by 9.8%. The $195.0 million firm shifted proceeds into core index funds, boosting iShares Core S&P 500 ETF by 53.5% ($747k flow).

Quarter at a glance — Q3 2026

Complete Liquidations: The firm exited Accenture, Walt Disney, Shopify, and iShares Quality Factor ETF, consolidating capital into broader index products.
Index Expansion: iShares Core S&amp;P 500 ETF (IVV) was increased by 53.5% (+1,144 shares), while Nvidia was built up by 24.0% (+3,955 shares, +$690k flow).
New Multi-Asset Entrants: Capital Group Core Balanced ETF ($1.55M) and Capital Group Global Equity ETF ($1.43M) were initiated as new allocations.

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