Institutional Fund
Lantern Wealth Advisors, LLC
Melville, NYCIK 19502184 filings on record
Portfolio Value
$194.97M
Q1 2026
Holdings
174
Reported positions
New Buys
27
Opened this quarter
QoQ Change
+3.6%
from $188.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.9%
- American Centy ETF Tr4.7%
- Invesco Exchange Traded Fd T3.9%
- American Centy ETF Tr2.8%
- Vanguard Bd Index Fds2.5%
- Amazon Com Inc2.4%
- Other78.8%
Portfolio Holdings
174 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 38.0K | $9.63M | 4.9% | +509 | Added |
| 2 | American Centy ETF Tr | 82.6K | $9.19M | 4.7% | +611 | Added |
| 3 | Invesco Exchange Traded Fd T | 39.3K | $7.55M | 3.9% | −1 | Reduced |
| 4 | American Centy ETF Tr | 49.7K | $5.49M | 2.8% | +26 | Added |
| 5 | Vanguard Bd Index Fds | 65.6K | $4.83M | 2.5% | +239 | Added |
| 6 | Amazon Com Inc | 22.7K | $4.72M | 2.4% | +100 | Added |
| 7 | Ishares Tr | 41.0K | $4.47M | 2.3% | +144 | Added |
| 8 | Blackstone Inc | 36.4K | $4.18M | 2.1% | +4.0K | Added |
| 9 | Schwab Charles Corp | 42.6K | $4.01M | 2.1% | +294 | Added |
| 10 | Alphabet Inc | 13.8K | $3.96M | 2.0% | −1.5K | Reduced |
164 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio