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
$4.3T
$10 Billion 5.3% of portfolio
39,285
Q3 2025 Added 9.81%
$2.39T
$9.62 Billion 5.09% of portfolio
43,821
Q3 2025 Added 3.57%
$0
$9.56 Billion 5.06% of portfolio
87,981
Q3 2025 Reduced 0.85%
$0
$7.51 Billion 3.98% of portfolio
39,609
Q3 2025 Reduced 1.2%
$167B
$5.73 Billion 3.03% of portfolio
60,303
Q3 2025 Added 0.19%
$98.1B
$5.71 Billion 3.02% of portfolio
34,240
Q3 2025 Reduced 6.97%
$0
$5.22 Billion 2.76% of portfolio
52,457
Q3 2025 Added 27.46%
$0
$4.74 Billion 2.51% of portfolio
63,736
Q3 2025 Reduced 3.99%
$0
$4.47 Billion 2.37% of portfolio
40,113
Q3 2025 Added 6.73%
$0
$4.39 Billion 2.32% of portfolio
13,370
Q3 2025 Added 2.01%
$881B
$3.78 Billion 2.0% of portfolio
11,985
Q3 2025 Reduced 9.62%
$1.65T
$3.7 Billion 1.96% of portfolio
25,435
Q3 2025 Added 65.23%
$0
$3.66 Billion 1.94% of portfolio
53,760
Q3 2025 Reduced 3.2%
$0
$3.56 Billion 1.88% of portfolio
113,308
Q3 2025 Reduced 1.58%
$3.78T
$3.2 Billion 1.69% of portfolio
6,172
Q3 2025 Reduced 2.65%
$414B
$3.16 Billion 1.67% of portfolio
13,660
Q3 2025 Reduced 0.73%
$0
$2.47 Billion 1.31% of portfolio
101,157
Q3 2025 Reduced 1.11%
$662B
$2.43 Billion 1.29% of portfolio
4,840
Q3 2025 Reduced 9.4%
$465B
$2.24 Billion 1.18% of portfolio
14,682
Q3 2025 Added 21.42%
$512B
$2.16 Billion 1.14% of portfolio
3,989
Q3 2025 Added 0.76%
$170B
$2 Billion 1.06% of portfolio
13,850
Q3 2025 Reduced 2.12%
$1.37T
$1.95 Billion 1.03% of portfolio
21,101
Q3 2025 Added 695.96%
$1.74T
$1.89 Billion 1.0% of portfolio
7,767
Q3 2025 Added 2.64%
$168B
$1.83 Billion 0.97% of portfolio
24,200
Q3 2025 Added 2.54%
$0
$1.76 Billion 0.93% of portfolio
32,510
Q3 2025 Reduced 2.88%
$367B
$1.66 Billion 0.88% of portfolio
4,094
Q3 2025 Added 2.81%
$152B
$1.63 Billion 0.86% of portfolio
6,608
Q3 2025 Added 40.36%
$61.6B
$1.61 Billion 0.85% of portfolio
56,727
Q3 2025 Reduced 0.7%
$0
$1.61 Billion 0.85% of portfolio
67,283
Q3 2025 Reduced 3.13%
$291B
$1.59 Billion 0.84% of portfolio
3,339
Q3 2025 Reduced 8.17%
$39.9B
$1.53 Billion 0.81% of portfolio
14,720
Q3 2025 Added 0.01%
$139B
$1.52 Billion 0.81% of portfolio
4,619
Q3 2025 Reduced 26.75%
$120B
$1.46 Billion 0.77% of portfolio
46,323
Q3 2025 Reduced 0.85%
$0
$1.43 Billion 0.76% of portfolio
7,369
Q3 2025 Reduced 4.97%
$55.4B
$1.44 Billion 0.76% of portfolio
4,699
Q3 2025 Added 0.82%
$0
$1.39 Billion 0.74% of portfolio
2,083
Q3 2025 Added 1.02%
$140B
$1.37 Billion 0.72% of portfolio
3,650
Q3 2025 Added 1.39%
$0
$1.35 Billion 0.71% of portfolio
22,775
Q3 2025 Added 26.0%
$193B
$1.32 Billion 0.7% of portfolio
11,560
Q3 2025 Reduced 0.81%
$99.5B
$1.27 Billion 0.67% of portfolio
31,511
Q3 2025 Added 14.64%
$9.78B
$1.26 Billion 0.67% of portfolio
28,000
Q2 2025 New
$115B
$1.21 Billion 0.64% of portfolio
2,459
Q3 2025 Added 15.5%
$0
$1.15 Billion 0.61% of portfolio
9,516
Q3 2025 Reduced 0.89%
$303B
$1.06 Billion 0.56% of portfolio
6,815
Q3 2025 Added 0.66%
$174B
$1.03 Billion 0.55% of portfolio
6,950
Q3 2024 Added 16.81%
$96.7B
$1.04 Billion 0.55% of portfolio
20,696
Q3 2024 Added 76.95%
$0
$1 Billion 0.53% of portfolio
14,814
Q3 2025 Added 3.19%
$0
$984 Million 0.52% of portfolio
30,821
Q3 2025 Reduced 0.52%
$49.1B
$887 Million 0.47% of portfolio
740
Q3 2025 Added 4.96%

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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