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 ETFs Only

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%
$0
$7.29 Billion 4.34% of portfolio
40,091
Q2 2025 Added 4.93%
$0
$4.89 Billion 2.91% of portfolio
66,383
Q2 2025 Added 13.35%
$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%
$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%
$0
$2.79 Billion 1.66% of portfolio
64,492
Q2 2025 Reduced 3.07%
$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%
$0
$1.8 Billion 1.07% of portfolio
33,473
Q2 2025 Added 7.52%
$0
$1.65 Billion 0.98% of portfolio
69,459
Q2 2025 Added 12.48%
$0
$1.42 Billion 0.84% of portfolio
7,754
Q2 2025 Added 26.7%
$0
$1.37 Billion 0.82% of portfolio
5,416
Q2 2025 Added 1.71%
$0
$1.28 Billion 0.76% of portfolio
2,062
Q2 2025 Reduced 17.65%
$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%
$0
$911 Million 0.54% of portfolio
14,356
Q2 2025 Added 12.58%
$0
$905 Million 0.54% of portfolio
30,982
Q2 2025 Added 22.78%
$0
$805 Million 0.48% of portfolio
3,933
Q2 2025 Reduced 28.62%
$0
$792 Million 0.47% of portfolio
8,974
Q2 2025 Added 47.45%
$0
$757 Million 0.45% of portfolio
14,465
Q2 2025 Added 91.54%
$0
$690 Million 0.41% of portfolio
5,822
Q2 2025 Added 89.52%
$0
$600 Million 0.36% of portfolio
7,013
Q2 2025 Reduced 7.5%
$0
$591 Million 0.35% of portfolio
6,634
Q2 2025 Added 0.41%
$0
$539 Million 0.32% of portfolio
20,343
Q2 2025 Added 7.09%
$0
$543 Million 0.32% of portfolio
22,120
Q2 2025 Reduced 9.43%
$0
$509 Million 0.3% of portfolio
3,961
Q2 2025 Reduced 22.79%
$0
$478 Million 0.28% of portfolio
4,752
Q2 2025 Added 16.58%
$0
$446 Million 0.27% of portfolio
2,574
Q2 2025 Reduced 21.5%
$0
$417 Million 0.25% of portfolio
266
Q2 2025 Added 9.02%
$0
$413 Million 0.25% of portfolio
10,450
Q2 2025 New
$0
$413 Million 0.25% of portfolio
6,149
Q2 2025 Added 12.66%
$53.5B
$407 Million 0.24% of portfolio
6,534
Q2 2025 Added 24.13%
$0
$403 Million 0.24% of portfolio
13,779
Q2 2025 Added 8.4%
$0
$385 Million 0.23% of portfolio
11,775
Q2 2025 Added 14.6%
$0
$382 Million 0.23% of portfolio
9,394
Q2 2025 New
$0
$380 Million 0.23% of portfolio
7,138
Q2 2025 Added 64.77%
$0
$384 Million 0.23% of portfolio
3,430
Q2 2025 Reduced 49.24%
$0
$391 Million 0.23% of portfolio
4,664
Q2 2025 Added 50.31%
$0
$361 Million 0.22% of portfolio
1,296
Q2 2025 Added 22.26%
$0
$360 Million 0.21% of portfolio
9,736
Q2 2025 New
$0
$360 Million 0.21% of portfolio
7,402
Q2 2025 New
$0
$339 Million 0.2% of portfolio
615
Q4 2024 Added 0.16%
$0
$319 Million 0.19% of portfolio
5,100
Q4 2023 New
$0
$286 Million 0.17% of portfolio
2,546
Q2 2025 Added 6.26%
$0
$283 Million 0.17% of portfolio
499
Q2 2025 Added 4.61%

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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