Lantern Wealth Advisors, LLC Portfolio Holdings

Lantern Wealth Advisors, LLC

  • $189 Billion
  • Q3 2025

Lantern Wealth Advisors, LLC has filed its 13F form on November 26, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Billion distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10B, Amazon Com Inc with a value of $9.62B, American Centy ETF Tr Avantis with a value of $9.56B, Invesco S&P 500 Equal Weight E with a value of $7.51B, and Schwab Charles Corp with a value of $5.73B.

Examining the 13F form we can see an increase of $20.9B in the current position value, from $168B to 189B.

Lantern Wealth Advisors, LLC is based out at Melville, NY

Below you can find more details about Lantern Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Billion
ETFs: $75.7 Billion
Technology: $23.3 Billion
Financial Services: $23.3 Billion
Consumer Cyclical: $18.5 Billion
Communication Services: $11.8 Billion
Healthcare: $9.6 Billion
Industrials: $6.48 Billion
Energy: $5.35 Billion
Other: $5.77 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.2B
$878 Million 0.46% of portfolio
12,777
Q3 2025 Added 0.53%
$128B
$868 Million 0.46% of portfolio
9,110
Q3 2025 Reduced 2.15%
$319B
$871 Million 0.46% of portfolio
12,736
Q3 2025 Added 10.16%
$0
$874 Million 0.46% of portfolio
3,100
Q3 2025 Reduced 42.76%
$971B
$857 Million 0.45% of portfolio
1,123
Q3 2025 Reduced 20.01%
$0
$854 Million 0.45% of portfolio
6,654
Q3 2025 Added 14.29%
$0
$834 Million 0.44% of portfolio
15,081
Q3 2025 Added 4.26%
$0
$808 Million 0.43% of portfolio
9,042
Q3 2025 Added 0.76%
$132B
$814 Million 0.43% of portfolio
3,865
Q3 2025 Reduced 4.47%
$522B
$797 Million 0.42% of portfolio
4,296
Q3 2025 Reduced 15.0%
$97.3B
$799 Million 0.42% of portfolio
9,450
Q2 2025 Reduced 12.03%
$490B
$767 Million 0.41% of portfolio
6,805
Q3 2025 Added 43.47%
$453B
$754 Million 0.4% of portfolio
1
Q4 2023 New
$0
$746 Million 0.4% of portfolio
2,242
Q3 2025 Reduced 29.96%
Capital Group Global Equity
-
$754 Million 0.4% of portfolio
-
Q3 2025 Added 0.66%
$0
$761 Million 0.4% of portfolio
11,545
Q3 2025 Reduced 33.1%
$228B
$674 Million 0.36% of portfolio
5,028
Q3 2025 Added 1.7%
$0
$671 Million 0.36% of portfolio
7,345
Q3 2025 Added 10.72%
$0
$683 Million 0.36% of portfolio
7,388
Q3 2025 Added 5.35%
$0
$662 Million 0.35% of portfolio
15,760
Q3 2025 Added 50.81%
Capital Group Core Balanced
-
$641 Million 0.34% of portfolio
-
Q3 2025 Added 1.37%
$413B
$639 Million 0.34% of portfolio
12,381
Q3 2025 Reduced 17.47%
$65.7B
$628 Million 0.33% of portfolio
2,090
Q2 2025 Reduced 6.49%
$172B
$632 Million 0.33% of portfolio
14,380
Q3 2025 Reduced 12.98%
$0
$609 Million 0.32% of portfolio
13,869
Q3 2025 Added 47.64%
$111B
$607 Million 0.32% of portfolio
1,550
Q4 2024 Added 72.22%
$1.29T
$607 Million 0.32% of portfolio
1,365
Q3 2025 Reduced 22.92%
$84.4B
$577 Million 0.31% of portfolio
2,940
Q3 2025 Added 10.57%
Blackrock ETF Trust
-
$586 Million 0.31% of portfolio
-
Q3 2025 Added 22.65%
$0
$576 Million 0.3% of portfolio
7,669
Q3 2025 New
$224B
$575 Million 0.3% of portfolio
1,891
Q3 2025 New
$0
$564 Million 0.3% of portfolio
20,655
Q3 2025 Added 1.53%
$0
$565 Million 0.3% of portfolio
4,098
Q3 2025 Added 3.46%
$23.9B
$543 Million 0.29% of portfolio
3,900
Q1 2024 New
$5.27B
$540 Million 0.29% of portfolio
42,304
Q4 2024 New
$64.5B
$540 Million 0.29% of portfolio
1,668
Q3 2025 Reduced 0.3%
$65.3B
$528 Million 0.28% of portfolio
7,259
Q3 2025 Added 11.1%
$0
$527 Million 0.28% of portfolio
17,734
Q3 2025 Added 28.7%
$18B
$530 Million 0.28% of portfolio
3,825
Q2 2025 Added 109.7%
$0
$520 Million 0.28% of portfolio
5,168
Q3 2025 Added 8.75%
$59.8B
$521 Million 0.28% of portfolio
2,775
Q3 2024 Reduced 3.48%
Blackrock ETF Trust Ii
-
$515 Million 0.27% of portfolio
-
Q3 2025 Added 58.87%
$50.4B
$491 Million 0.26% of portfolio
8,034
Q3 2025 Added 60.52%
$96.4B
$485 Million 0.26% of portfolio
3,920
Q3 2024 Reduced 15.19%
$593B
$479 Million 0.25% of portfolio
1,703
Q3 2025 Added 3.46%
$266B
$447 Million 0.24% of portfolio
1,584
Q3 2025 Added 45.59%
$0
$450 Million 0.24% of portfolio
5,053
Q3 2025 Added 8.34%
-
$456 Million 0.24% of portfolio
-
Q3 2025 Added 63.34%
$141B
$462 Million 0.24% of portfolio
18,126
Q3 2025 Added 5.38%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $189 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 26, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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