Lantern Wealth Advisors, LLC
Q3 2025 13F Holdings
- Locationmelville, NY
- Num holdings
158
- Value ($000)
$188,877
- Date Filed11/26/2025
- Form type13F-HR
- CIK0001950218
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $10.00 M | 5 % | 39,285 | ||
AMZN AMAZON COM INC | COM | 023135106 | $9.62 M | 5 % | 43,821 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $9.56 M | 5 % | 87,981 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $7.51 M | 4 % | 39,609 | ||
SCHW SCHWAB CHARLES CORP | COM | 808513105 | $5.73 M | 3 % | 60,303 | ||
BX BLACKSTONE INC | COM | 09260D107 | $5.71 M | 3 % | 34,240 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.22 M | 3 % | 52,457 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.74 M | 3 % | 63,736 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $4.47 M | 2 % | 40,113 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.39 M | 2 % | 13,370 |
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