Lantern Wealth Advisors, LLC
Q4 2025 13F Holdings
- Locationmelville, NY
- Num holdings
163
- Value ($000)
$188,158
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $10.18M | 5 % | 37,451 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $9.17M | 5 % | 82,028 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $7.54M | 4 % | 39,349 | ||
AMAZON COM INC | COM | 023135106 | $5.21M | 3 % | 22,582 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.07M | 3 % | 49,715 | ||
BLACKSTONE INC | COM | 09260D107 | $4.99M | 3 % | 32,365 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.84M | 3 % | 65,319 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $4.78M | 3 % | 15,282 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | $4.5M | 2 % | 40,853 | ||
SCHWAB CHARLES CORP | COM | 808513105 | $4.23M | 2 % | 42,332 |
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