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 Market Cap. of $200 Billions or more
