§ 13F · FUND PROFILE
Lantern Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $189M (13F)Positions · 158Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 38K | $10M | 4.9% | +1% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 83K | $9M | 4.7% | +1% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 39K | $8M | 3.9% | ±0% |
| 4 | AVUV | AMERICAN CENTY ETF TR | 50K | $5M | 2.8% | ±0% |
| 5 | BND | VANGUARD BD INDEX FDS | 66K | $5M | 2.5% | ±0% |
| 6 | AMZN | AMAZON COM INC | 23K | $5M | 2.4% | ±0% |
| 7 | LQD | ISHARES TR | 41K | $4M | 2.3% | ±0% |
| 8 | BX | BLACKSTONE INC | 36K | $4M | 2.1% | +12% |
| 9 | SCHW | SCHWAB CHARLES CORP | 43K | $4M | 2.1% | +1% |
| 10 | GOOGL | ALPHABET INC | 14K | $4M | 2.0% | −10% |
§ 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 $189 million in assets. The fund runs a portfolio of 158 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed