Lantern Wealth Advisors, LLC Portfolio Holdings

Lantern Wealth Advisors, LLC

  • $168 Billion
  • Q2 2025

Lantern Wealth Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $168 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $8.95B, Apple Inc. with a value of $7.34B, Invesco S&P 500 Equal Weight E with a value of $7.29B, Blackstone Inc. with a value of $5.39B, and Vanguard Bd Index Fd Inc Total with a value of $4.89B.

Examining the 13F form we can see an increase of $13.9B in the current position value, from $154B to 168B.

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 $168 Billion
ETFs: $73.4 Billion
Financial Services: $21.9 Billion
Technology: $18.7 Billion
Consumer Cyclical: $11.5 Billion
Communication Services: $10.5 Billion
Healthcare: $8.69 Billion
Industrials: $5.86 Billion
Energy: $5.41 Billion
Other: $5.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.95 Billion 5.33% of portfolio
88,731
Q2 2025 Added 5.55%
$3.69T
$7.34 Billion 4.37% of portfolio
35,774
Q2 2025 Reduced 18.03%
$0
$7.29 Billion 4.34% of portfolio
40,091
Q2 2025 Added 4.93%
$123B
$5.39 Billion 3.21% of portfolio
36,806
Q2 2025 Added 2.6%
$0
$4.89 Billion 2.91% of portfolio
66,383
Q2 2025 Added 13.35%
$2.26T
$4.13 Billion 2.46% of portfolio
42,310
Q2 2025 Added 124.25%
$0
$4.12 Billion 2.45% of portfolio
37,582
Q2 2025 Added 12.56%
$0
$3.98 Billion 2.37% of portfolio
13,107
Q2 2025 Added 0.29%
$179B
$3.91 Billion 2.33% of portfolio
60,189
Q2 2025 Added 29.33%
$859B
$3.84 Billion 2.29% of portfolio
13,260
Q2 2025 Reduced 2.59%
$0
$3.75 Billion 2.23% of portfolio
41,155
Q2 2025 Reduced 10.32%
$0
$3.55 Billion 2.11% of portfolio
55,538
Q2 2025 Added 6.16%
$0
$3.38 Billion 2.01% of portfolio
115,123
Q2 2025 Reduced 6.44%
$3.95T
$3.15 Billion 1.88% of portfolio
6,340
Q2 2025 Added 8.95%
$0
$2.79 Billion 1.66% of portfolio
64,492
Q2 2025 Reduced 3.07%
$1.21T
$2.64 Billion 1.57% of portfolio
15,394
Q2 2025 Reduced 6.04%
$351B
$2.55 Billion 1.52% of portfolio
13,761
Q2 2025 Added 2.17%
$0
$2.49 Billion 1.48% of portfolio
102,296
Q2 2025 Added 9.74%
$0
$2.35 Billion 1.4% of portfolio
3,807
Q2 2025 Added 5,338.57%
$548B
$2.11 Billion 1.26% of portfolio
3,959
Q2 2025 Added 5.77%
$1.78T
$1.96 Billion 1.17% of portfolio
2,651
Q2 2025 Reduced 10.92%
$456B
$1.91 Billion 1.14% of portfolio
12,092
Q2 2025 Reduced 6.37%
$0
$1.8 Billion 1.07% of portfolio
33,473
Q2 2025 Added 7.52%
$155B
$1.75 Billion 1.04% of portfolio
14,150
Q2 2025 Added 54.64%
$127B
$1.74 Billion 1.03% of portfolio
6,306
Q2 2025 Reduced 7.09%
$59.7B
$1.68 Billion 1.0% of portfolio
57,125
Q2 2025 Reduced 1.53%
$141B
$1.67 Billion 0.99% of portfolio
46,722
Q2 2025 Added 32.88%
$141B
$1.64 Billion 0.98% of portfolio
23,600
Q2 2025 Added 7.57%
$0
$1.65 Billion 0.98% of portfolio
69,459
Q2 2025 Added 12.48%
$39.1B
$1.58 Billion 0.94% of portfolio
14,719
Q2 2025 Added 45.49%
$405B
$1.46 Billion 0.87% of portfolio
3,982
Q2 2025 Reduced 0.33%
$207B
$1.45 Billion 0.86% of portfolio
11,654
Q2 2025 Added 84.4%
$150B
$1.41 Billion 0.84% of portfolio
4,708
Q2 2025 Added 7.0%
$218B
$1.41 Billion 0.84% of portfolio
3,636
Q2 2025 Added 6.01%
$0
$1.42 Billion 0.84% of portfolio
7,754
Q2 2025 Added 26.7%
$11.2B
$1.37 Billion 0.82% of portfolio
28,000
Q2 2025 New
$0
$1.37 Billion 0.82% of portfolio
5,416
Q2 2025 Added 1.71%
$1.24T
$1.34 Billion 0.8% of portfolio
7,567
Q2 2025 Reduced 13.49%
$145B
$1.29 Billion 0.77% of portfolio
3,600
Q2 2025 Reduced 10.85%
$99B
$1.27 Billion 0.76% of portfolio
27,486
Q2 2025 Added 5.59%
$0
$1.28 Billion 0.76% of portfolio
2,062
Q2 2025 Reduced 17.65%
$51.7B
$1.17 Billion 0.7% of portfolio
4,661
Q4 2024 Added 0.24%
$93.6B
$1.08 Billion 0.65% of portfolio
2,129
Q2 2025 Added 2.41%
$608B
$1.09 Billion 0.65% of portfolio
1,404
Q2 2025 New
$0
$1.06 Billion 0.63% of portfolio
9,601
Q2 2025 Reduced 5.18%
$0
$1.04 Billion 0.62% of portfolio
17,257
Q2 2025 Added 63.76%
$0
$984 Million 0.59% of portfolio
18,075
Q2 2025 Added 6.9%
$0
$974 Million 0.58% of portfolio
3,201
Q2 2025 Added 68.47%
$302B
$969 Million 0.58% of portfolio
6,770
Q2 2025 Added 22.03%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $168 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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