§ 13F · FUND PROFILE
Lantern Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $188.9T (13F)Positions · 158Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 37K | $10.2T | 5.4% | −5% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 82K | $9.2T | 4.9% | −7% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 39K | $7.5T | 4.0% | −1% |
| 4 | AMZN | AMAZON COM INC | 23K | $5.2T | 2.8% | −48% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 50K | $5.1T | 2.7% | −5% |
| 6 | BX | BLACKSTONE INC | 32K | $5.0T | 2.7% | −5% |
| 7 | BND | VANGUARD BD INDEX FDS | 65K | $4.8T | 2.6% | +2% |
| 8 | GOOGL | ALPHABET INC | 15K | $4.8T | 2.5% | −40% |
| 9 | LQD | ISHARES TR | 41K | $4.5T | 2.4% | +2% |
| 10 | SCHW | SCHWAB CHARLES CORP | 42K | $4.2T | 2.2% | −30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LANTERN SIGNAL
AC read
Lantern Wealth Advisors, LLC is a Other fund managing $188877.2 trillion in assets. The fund runs a portfolio of 158 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed