Lantern Wealth Advisors, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Lantern Wealth Advisors, LLC reported 163 stock positions worth $188.2 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 4.9%) and Invesco S&P 500 Equal Weight (RSP, 4.0%). Compared with Q3 2025, it opened 17 new positions, sold out of 12, added to 83 and reduced 44. The biggest buy was Nvidia (NVDA, shares +12%) and the biggest sale Amazon.com (AMZN, shares −48%).

Most Recent 13F
Q2 2026
Location
MELVILLE, NY
CIK
0001950218
Portfolio Value
$188.2M (Q4 2025)
SEC Filing
0001172661-26-001086 ↗ filed Feb 17, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $142.3M Q1 2024 Q2 2024: $137.9M Q2 2024 Q3 2024: $144.3M Q3 2024 Q4 2024: $154.1M Q4 2024 Q2 2025: $168.0M Q2 2025 Q3 2025: $191.0M Q3 2025 Q4 2025: $188.2M $188.2M Q4 2025 Q1 2026: $195.0M Q1 2026 Q2 2026: $218.4M Q2 2026

Holdings 163 stocks · $188.2M
AAPL Apple Inc. 5.41% 37,451 $10.2M Reduce -4.7%
AVUS Avantis U.S. Equity ETF 4.87% 82,028 $9.2M Reduce -6.8%
RSP Invesco S&P 500 Equal Weight 4.01% 39,349 $7.5M Reduce -0.7%
AMZN Amazon.com Inc. 2.77% 22,582 $5.2M Reduce -48.5%
AVUV Avantis US Small Cap Value 2.69% 49,715 $5.1M Reduce -5.2%
BX Blackstone Inc. 2.65% 32,365 $5.0M Reduce -5.5%
BND Vanguard Total Bond Market 2.57% 65,319 $4.8M Add +2.5%
GOOGL Alphabet Inc. Class A 2.54% 15,282 $4.8M Reduce -39.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.39% 40,853 $4.5M Add +1.8%
SCHW Schwab (charles) Corp. 2.25% 42,332 $4.2M Reduce -29.8%
JPM JPMorgan Chase & Co. 2.07% 12,079 $3.9M Add +0.8%
VTI VG Morningstar TS MKT ETF-US 1.96% 11,027 $3.7M Reduce -17.5%
DGRO iShares Core Dividend Growth 1.91% 51,803 $3.6M Reduce -3.6%
DFAX Dimensional World Ex US Core 1.87% 107,491 $3.5M Reduce -5.1%
ABBV Abbvie Inc. 1.78% 14,627 $3.3M Add +7.1%
MSFT Microsoft Corp. 1.73% 6,721 $3.3M Add +8.9%
IQLT iShares MSCI International Q 1.65% 68,355 $3.1M Add +2.0%
NVDA Nvidia Corp. 1.63% 16,464 $3.1M Add +12.1%
BRK.B Berkshire Hathaway Inc. Class B 1.30% 4,863 $2.4M Add +0.5%
GOOG Alphabet Inc. Class C 1.24% 7,407 $2.3M Reduce -4.6%
STPZ PIMCO 1-5 Year US Tips Index 1.22% 42,885 $2.3M Add +31.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.14% 13,975 $2.1M Add +0.9%
SCHO Schwab Short-Term US Treas 1.11% 85,947 $2.1M Reduce -15.0%
MA Mastercard Inc. Class A 1.11% 3,644 $2.1M Reduce -8.7%
NEE Nextera Energy Inc. 1.04% 24,366 $2.0M Add +0.7%
CAT Caterpillar Inc. 1.04% 3,408 $2.0M Add +2.1%
CMCSA Comcast Corp. Class A 0.88% 55,524 $1.7M Add +19.9%
AVGO Broadcom Inc. 0.87% 4,743 $1.6M Add +2.7%
SPHY SS SPDR P High Yield ETF 0.87% 69,320 $1.6M Add +3.0%
PRU Prudential Financial Inc. 0.86% 14,320 $1.6M Reduce -2.7%
META Meta Platforms Inc. Class A 0.85% 2,421 $1.6M Reduce -88.5%
KMI Kinder Morgan Inc. 0.83% 56,729 $1.6M Add +0.0%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.81% 25,154 $1.5M Add +10.4%
IVV iShares Core S&P 500 ETF 0.78% 2,140 $1.5M Add +2.7%
HD Home Depot Inc. 0.76% 4,131 $1.4M Add +0.9%
LHX L3HARRIS Technologies Inc. 0.73% 4,699 $1.4M No change
ACN Accenture PLC Class A 0.65% 4,583 $1.2M Reduce -30.6%
LLY Eli Lilly & Co. 0.65% 1,137 $1.2M Add +1.3%
IVW iShares S&P 500 Growth ETF 0.64% 9,719 $1.2M Add +2.1%
ETN Eaton Corp. PLC 0.63% 3,750 $1.2M Add +2.7%
CRWD CrowdStrike Holdings Inc. Class A 0.61% 2,464 $1.2M Add +0.2%
SPYV SS SPDR P S&P 500 Value ETF 0.61% 20,125 $1.1M Add +33.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.59% 9,760 $1.1M Reduce -15.6%
XOM Exxon Mobil Corp. 0.57% 8,908 $1.1M Add +30.9%
QUAL iShares MSCI USA Quality Fac 0.57% 5,387 $1.1M Reduce -26.9%
CVX Chevron Corp. 0.56% 6,919 $1.1M Add +1.5%
CGGR Cap Group Growth Equity 0.56% 23,533 $1.0M Add +69.7%
SHOP Shopify Inc. Class A 0.56% 6,500 $1.0M Reduce -6.5%
AVEM Avantis Emerging Markets Eq 0.55% 13,534 $1.0M Add +76.5%
SCHG Schwab US Large-Cap Growth 0.55% 31,566 $1.0M Add +2.4%
BMY Bristol-Myers Squibb Co. 0.54% 18,791 $1.0M Reduce -40.4%
ENB Enbridge Inc. 0.50% 19,696 $942K Reduce -4.8%
EFV iShares MSCI Eafe Value ETF 0.50% 13,130 $938K Reduce -11.4%
JNJ Johnson & Johnson 0.50% 4,506 $933K Add +4.9%
MDT Medtronic PLC 0.49% 9,588 $921K Add +5.3%
XLK SS Technology Select Sector 0.47% 6,200 $893K No change
CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY 0.47% 28,212 $892K Add +15.2%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.44% 19,027 $830K Add +20.7%
IEMG iShares Core MSCI Emerging 0.43% 12,030 $809K Add +4.2%
SBUX Starbucks Corp. 0.43% 9,550 $804K Add +1.1%
NFLX Netflix Inc. 0.42% 8,380 $786K Add +13.2%
BKLC BNY Mellon US LRG Cap Cor 0.42% 5,974 $781K Reduce -10.2%
OEF iShares S&P 100 ETF 0.41% 2,235 $767K Reduce -0.3%
VT Vanguard Tot World STK ETF 0.41% 5,419 $765K Add +32.2%
VIG Vanguard Dividend Apprec ETF 0.40% 3,441 $756K Reduce -85.8%
TLT iShares 20+ Year Treasury BD 0.40% 8,673 $756K Reduce -4.1%
BRK.A Berkshire Hathaway Inc. Class A 0.40% 1 $755K No change
HON Honeywell International Inc. 0.40% 3,850 $751K Reduce -0.4%
ABT Abbott Laboratories 0.38% 5,717 $716K Add +13.7%
VRTX Vertex Pharmaceuticals Inc. 0.37% 1,550 $703K No change
VNQ Vanguard Real Estate ETF 0.37% 7,914 $700K Add +7.8%
GSUS Goldman Sachs Marketbeta US 0.37% 7,396 $698K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.37% 12,514 $688K Add +1.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.36% 19,813 $687K Add +86.6%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.36% 19,340 $683K Add +4.7%
THRO iShares U.S. Thematic Rotati 0.36% 17,356 $669K Add +12.6%
BINC iShares Flex I A ETF-Usd Inc. 0.35% 12,648 $667K Add +30.7%
TSLA Tesla Inc. 0.35% 1,476 $664K Add +8.1%
NSC Norfolk Southern Corp. 0.35% 2,290 $661K Add +9.6%
HWM Howmet Aerospace Inc. 0.33% 3,040 $623K Add +3.4%
SCHD Schwab US DVD Equity ETF 0.31% 21,527 $591K Add +4.2%
MCD McDonald's Corp. 0.31% 1,916 $586K Add +1.3%
CGMS Cap Group US Multi-Sect Bond 0.31% 20,953 $579K Add +27.5%
IAU iShares Gold Trust 0.30% 7,046 $572K Reduce -2.9%
VEU Vanguard Ftse All-World Ex-U 0.30% 7,714 $567K Add +25.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.30% 1,884 $558K Add +18.9%
VYM Vanguard High DVD Yield ETF 0.29% 3,829 $550K Add +36.2%
MINT PIMCO Enhanced Short Maturit 0.29% 5,386 $540K Add +4.2%
COST Costco Wholesale Corp. 0.28% 620 $535K Add +73.2%
CPRT Copart Inc. 0.28% 13,340 $522K Reduce -52.4%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.28% 12,981 $522K Add +29.0%
SPG Simon Property Group Inc. 0.27% 2,775 $514K No change
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.27% 14,348 $511K Add +12.3%
AWK American Water Works Co. Inc. 0.27% 3,900 $509K No change
BAI Ishrs AI in and Tech Act ETF 0.27% 14,986 $499K Add +22.9%
D Dominion Energy Inc. 0.26% 8,450 $495K Add +5.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.26% 6,119 $491K Add +45.9%
SLV iShares Silver Trust 0.26% 7,460 $481K No change
IGIB iShares 5-10Y Inv Grade Corp. 0.26% 8,919 $481K Add +13.5%
GPC Genuine Parts Co. 0.25% 3,825 $470K No change
RCL Royal Caribbean Cruises Ltd. 0.25% 1,668 $465K No change
DUK Duke Energy Corp. 0.25% 3,959 $464K Add +1.0%
SPMO Invesco S&P 500 Momentum ETF 0.24% 3,755 $448K Add +42.6%
PFE Pfizer Inc. 0.24% 17,938 $447K Reduce -1.0%
BA The Boeing Co. 0.24% 2,040 $443K New
VYMI Vanguard Int High DVD YLD Inc. 0.23% 4,756 $428K Add +64.6%
NVS Novartis AG-Sponsored ADR 0.23% 3,100 $427K No change
ANGL Vaneck Fallen Angel High YLD 0.22% 14,058 $413K Reduce -20.7%
PLTR Palantir Technologies Inc. Class A 0.21% 2,256 $401K Add +2.3%
CSCO Cisco Systems Inc. 0.21% 5,157 $397K Reduce -59.5%
DGRW Wisdomtree U.S. Quality Divi 0.20% 4,230 $378K Reduce -16.3%
WMT Walmart Inc. 0.20% 3,307 $369K Add +12.6%
CWI State Street SPDR MSCI Acwi 0.19% 9,950 $357K Reduce -15.5%
PSX Phillips 66 0.19% 2,761 $356K Add +22.9%
CEG Constellation Energy 0.19% 1,008 $356K New
ORCL Oracle Corp. 0.19% 1,803 $352K Add +5.9%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.18% 2,800 $347K No change
IEFA iShares Core MSCI Eafe ETF 0.18% 3,704 $331K Add +27.4%
NKE Nike Inc. Class B 0.17% 5,047 $322K Reduce -60.5%
CGW Invesco S&P Global Water Ind 0.17% 5,100 $321K No change
JPIB JPMorgan Intl BND ETF 0.16% 6,311 $307K Reduce -21.4%
CGMM Cap Group Small and Mid Cap 0.16% 10,563 $305K New
EPD Enterprise Products Partners 0.16% 9,230 $296K No change
PVAL Putnam Focused LRG Cap Value 0.16% 6,426 $293K Add +22.8%
VXF Vanguard Extended Market ETF 0.15% 1,392 $291K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 413 $282K Reduce -99.2%
EQNR Equinor ASA-Spon ADR 0.15% 11,675 $276K No change
VGK Vanguard Ftse Europe ETF 0.14% 3,236 $271K Add +6.7%
CGCB Cap Group Core Bond 0.14% 9,807 $260K Add +7.7%
SEPW Alianzim US Eq BFR20 Sep-Usd 0.14% 8,134 $260K No change
GSLC Goldman Activebeta US LC ETF 0.14% 1,959 $259K Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.14% 420 $258K Add +10.5%
TCAF T Rowe PRC Cap Appreciation 0.14% 6,701 $256K New
GLD SPDR Gold Shares 0.14% 641 $254K No change
VZ Verizon Communications Inc. 0.13% 6,182 $252K Reduce -57.0%
DIVB iShares Core Dividend ETF 0.13% 4,715 $251K Add +15.9%
JPST JPMorgan Ultra-Short Income 0.13% 4,884 $247K Add +3.5%
APD Air Products & Chemicals Inc. 0.13% 1,000 $247K No change
MRK Merck & Co. Inc. 0.13% 2,310 $243K Reduce -79.0%
IVE iShares S&P 500 Value ETF 0.13% 1,136 $241K New
GE General Electric filed as GE AEROSPACE 0.13% 777 $239K New
DIVI Franklin International Core 0.13% 6,136 $239K New
SPHQ Invesco S&P 500 Quality ETF 0.12% 3,112 $234K Add +11.2%
SMH Vaneck Semiconductor ETF 0.12% 642 $231K Add +0.3%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.12% 7,228 $231K New
BNDX Vanguard Total Intl Bond ETF 0.12% 4,769 $230K Add +4.8%
IDXX Idexx Laboratories Inc. 0.12% 330 $223K Reduce -13.2%
KO The Coca-Cola Co. 0.12% 3,177 $222K Add +3.3%
MMM 3M Co. 0.12% 1,383 $221K New
PID Invesco International Divide 0.12% 10,000 $220K No change
SCHF Schwab Intl Equity ETF 0.12% 9,121 $219K Reduce -20.6%
TTE Totalenergies SE 0.11% 3,300 $216K New
C Citigroup Inc. 0.11% 1,850 $216K New
CVS CVS Health Corp. 0.11% 2,691 $214K New
GSIE Goldman Sachs Activebeta Int 0.11% 4,971 $213K Add +0.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 437 $213K New
SHLD Global X Defense Tech ETF 0.11% 3,194 $207K New
T AT&T Inc. 0.11% 8,300 $206K New
BKAG BNY Mellon Core Bond ETF 0.11% 4,825 $205K Reduce -17.7%
AMD Advanced Micro Devices 0.11% 954 $204K Reduce -40.4%
ADBE Adobe Inc. 0.11% 577 $202K New
COYA Coya Therapeutics Inc. 0.05% 17,825 $103K Add +54.0%
MNOV Medicinova Inc. 0.02% 30,000 $39K New

Portfolio Sells Q3 2025 → Q4 2025
AMZN Amazon.com Inc. Reduce -48.5% 2.77% −2.27
PAYX Paychex Inc. Sold out 0.00% −1.14
SCHW Schwab (charles) Corp. Reduce -29.8% 2.25% −0.75
CPRT Copart Inc. Reduce -52.4% 0.28% −0.38
BX Blackstone Inc. Reduce -5.5% 2.65% −0.34
VTI VG Morningstar TS MKT ETF-US Reduce -17.5% 1.96% −0.33
NKE Nike Inc. Class B Reduce -60.5% 0.17% −0.29
OBDC Blue Owl Capital Corp. Sold out 0.00% −0.28
CSCO Cisco Systems Inc. Reduce -59.5% 0.21% −0.24
ACN Accenture PLC Class A Reduce -30.6% 0.65% −0.20
VZ Verizon Communications Inc. Reduce -57.0% 0.13% −0.20
QUAL iShares MSCI USA Quality Fac Reduce -26.9% 0.57% −0.18
SCHO Schwab Short-Term US Treas Reduce -15.0% 1.11% −0.18
META Meta Platforms Inc. Class A Reduce -88.5% 0.85% −0.17
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.16
AVUS Avantis U.S. Equity ETF Reduce -6.8% 4.87% −0.13
BMY Bristol-Myers Squibb Co. Reduce -40.4% 0.54% −0.13
CCI Crown Castle Inc. Sold out 0.00% −0.12
JQUA JPMorgan US Quality Factor Sold out 0.00% −0.11
QGRW Wisdomtree US Quality Growth Sold out 0.00% −0.11
EFG iShares MSCI Eafe Growth ETF Sold out 0.00% −0.11
REXR Rexford Industrial Realty Inc. Sold out 0.00% −0.11
DIS The Walt Disney Co. Reduce -15.6% 0.59% −0.10
ANGL Vaneck Fallen Angel High YLD Reduce -20.7% 0.22% −0.06
ENB Enbridge Inc. Reduce -4.8% 0.50% −0.05
JPIB JPMorgan Intl BND ETF Reduce -21.4% 0.16% −0.04
ABCL Abcellera Biologics Inc. Sold out 0.00% −0.04
AVUV Avantis US Small Cap Value Reduce -5.2% 2.69% −0.04
AMD Advanced Micro Devices Reduce -40.4% 0.11% −0.03
DGRW Wisdomtree U.S. Quality Divi Reduce -16.3% 0.20% −0.03
BKLC BNY Mellon US LRG Cap Cor Reduce -10.2% 0.42% −0.03
EFV iShares MSCI Eafe Value ETF Reduce -11.4% 0.50% −0.03
HON Honeywell International Inc. Reduce -0.4% 0.40% −0.03
CWI State Street SPDR MSCI Acwi Reduce -15.5% 0.19% −0.03
MA Mastercard Inc. Class A Reduce -8.7% 1.11% −0.02
BKAG BNY Mellon Core Bond ETF Reduce -17.7% 0.11% −0.02
TLT iShares 20+ Year Treasury BD Reduce -4.1% 0.40% −0.02
AIFC AI Financial Corp. Sold out 0.00% −0.02
RPTX Repare Therapeutics Inc. Sold out 0.00% −0.02
DGRO iShares Core Dividend Growth Reduce -3.6% 1.91% −0.00
IEP Icahn Enterprises LP Sold out 0.00% −0.00
PFE Pfizer Inc. Reduce -1.0% 0.24% −0.00
SCHF Schwab Intl Equity ETF Reduce -20.6% 0.12% +0.00
IDXX Idexx Laboratories Inc. Reduce -13.2% 0.12% +0.01
DFAX Dimensional World Ex US Core Reduce -5.1% 1.87% +0.01
SHOP Shopify Inc. Class A Reduce -6.5% 0.56% +0.02
OEF iShares S&P 100 ETF Reduce -0.3% 0.41% +0.02
VIG Vanguard Dividend Apprec ETF Reduce -85.8% 0.40% +0.02
IAU iShares Gold Trust Reduce -2.9% 0.30% +0.03
MRK Merck & Co. Inc. Reduce -79.0% 0.13% +0.03

Portfolio Buys Q3 2025 → Q4 2025
NVDA Nvidia Corp. Add +12.1% 1.63% +0.46
STPZ PIMCO 1-5 Year US Tips Index Add +31.9% 1.22% +0.30
AVEM Avantis Emerging Markets Eq Add +76.5% 0.55% +0.25
CGGR Cap Group Growth Equity Add +69.7% 0.56% +0.24
BA The Boeing Co. New 0.24% +0.24
CAT Caterpillar Inc. Add +2.1% 1.04% +0.20
LLY Eli Lilly & Co. Add +1.3% 0.65% +0.20
CEG Constellation Energy New 0.19% +0.19
CGGO Cap Group Global Growth Add +86.6% 0.36% +0.17
SPYV SS SPDR P S&P 500 Value ETF Add +33.5% 0.61% +0.17
XOM Exxon Mobil Corp. Add +30.9% 0.57% +0.17
CGMM Cap Group Small and Mid Cap New 0.16% +0.16
TCAF T Rowe PRC Cap Appreciation New 0.14% +0.14
IVE iShares S&P 500 Value ETF New 0.13% +0.13
GE General Electric New 0.13% +0.13
DIVI Franklin International Core New 0.13% +0.13
CGNG Cap Group New Geography Eq New 0.12% +0.12
ABBV Abbvie Inc. Add +7.1% 1.78% +0.12
CMCSA Comcast Corp. Class A Add +19.9% 0.88% +0.12
MMM 3M Co. New 0.12% +0.12
C Citigroup Inc. New 0.11% +0.11
TTE Totalenergies SE New 0.11% +0.11
CVS CVS Health Corp. New 0.11% +0.11
VUG Vanguard Mrngstar GR ETF-Sui New 0.11% +0.11
COST Costco Wholesale Corp. Add +73.2% 0.28% +0.11
VT Vanguard Tot World STK ETF Add +32.2% 0.41% +0.11
SHLD Global X Defense Tech ETF New 0.11% +0.11
T AT&T Inc. New 0.11% +0.11
ADBE Adobe Inc. New 0.11% +0.11
DYNF Ishrs US E F R A ETF-Usd Inc. Add +10.4% 0.81% +0.11
IQLT iShares MSCI International Q Add +2.0% 1.65% +0.10
VYMI Vanguard Int High DVD YLD Inc. Add +64.6% 0.23% +0.10
CGDV Cap Group Dividend Value Add +20.7% 0.44% +0.09
TJX TJX Companies Inc. Add +0.9% 1.14% +0.09
BND Vanguard Total Bond Market Add +2.5% 2.57% +0.09
JPM JPMorgan Chase & Co. Add +0.8% 2.07% +0.09
SPYM Ste STR SPDR PT S&P 500 ETF Add +45.9% 0.26% +0.09
BINC iShares Flex I A ETF-Usd Inc. Add +30.7% 0.35% +0.09
VYM Vanguard High DVD Yield ETF Add +36.2% 0.29% +0.08
NEE Nextera Energy Inc. Add +0.7% 1.04% +0.08
CGGE Cap Group Global Eq Add +15.2% 0.47% +0.08
JNJ Johnson & Johnson Add +4.9% 0.50% +0.08
AVGO Broadcom Inc. Add +2.7% 0.87% +0.07
VEU Vanguard Ftse All-World Ex-U Add +25.4% 0.30% +0.07
SPMO Invesco S&P 500 Momentum ETF Add +42.6% 0.24% +0.07
CGUS Cap Group Core Equity Add +29.0% 0.28% +0.07
CGMS Cap Group US Multi-Sect Bond Add +27.5% 0.31% +0.07
IBM Intl Business Machines Corp. Add +18.9% 0.30% +0.06
MSFT Microsoft Corp. Add +8.9% 1.73% +0.05
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +1.8% 2.39% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$218.4MAAPL, AVUS, RSP, AVUV, BND
Q1 2026 174$195.0MAAPL, AVUS, RSP, AVUV, BND
Q4 2025 163$188.2MAAPL, AVUS, RSP, AMZN, AVUV
Q3 2025 158$191.0MAAPL, AMZN, AVUS, RSP, SCHW
Q2 2025 148$168.0MAVUS, AAPL, RSP, BX, BND
Q4 2024 134$154.1MAAPL, AVUS, RSP, BX, AVUV
Q3 2024 127$144.3MAAPL, AVUS, RSP, BX, AVUV
Q2 2024 130$137.9MAVUS, AAPL, RSP, BX, AVUV
Q1 2024 128$142.3MAVUS, RSP, AAPL, BX, AVUV