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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.2M
$35.2 Million 0.02% of portfolio
20,000
Q3 2025 New

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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