Institutions / Lantern Wealth Advisors, LLC
Lantern Wealth Advisors, LLC
CIK 1950218 · Institution · as of Dec 31, 2025
Portfolio value
$188.16M
Positions
163
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 163 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $10.18M | 5.4% |
| American Centy ETF Tr | $9.17M | 4.9% |
| Invesco Exchange Traded Fd T | $7.54M | 4.0% |
| Amazon.com Inc | $5.21M | 2.8% |
| American Centy ETF Tr | $5.07M | 2.7% |
| Blackstone Inc | $4.99M | 2.7% |
| Vanguard Bd Index Fds | $4.84M | 2.6% |
| Alphabet Inc. | $4.78M | 2.5% |
| iShares MSCI UAE ETF | $4.50M | 2.4% |
| Schwab Charles Corp | $4.23M | 2.2% |
| JPMorgan Chase & Co | $3.89M | 2.1% |
| Vanguard Index Fds | $3.70M | 2.0% |
| iShares Tr | $3.60M | 1.9% |
| Dimensional ETF Trust | $3.52M | 1.9% |
| AbbVie Inc. | $3.34M | 1.8% |
| Microsoft Corp | $3.25M | 1.7% |
| iShares Tr | $3.11M | 1.7% |
| NVIDIA Corp | $3.07M | 1.6% |
| Warren E. Buffett | $2.44M | 1.3% |
| Alphabet Inc. | $2.32M | 1.2% |
| PIMCO ETF Tr | $2.30M | 1.2% |
| TJX Cos Inc/The | $2.15M | 1.1% |
| Schwab Strategic Tr | $2.09M | 1.1% |
| Mastercard Inc | $2.08M | 1.1% |
| Nextera Energy Inc | $1.96M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.