Lantern Wealth Advisors, LLC 13F Holdings
CIK 0001950218 · MELVILLE, NY
As of Sep 30, 2025, Lantern Wealth Advisors, LLC reported 158 positions worth
CIK 0001950218 · MELVILLE, NY
As of Sep 30, 2025, Lantern Wealth Advisors, LLC reported 158 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 39,285 | 0.0M | 5.30% |
| AMAZON.COM INC | AMZN | Equity | 43,821 | $9.6M | 5.09% |
| AVANTIS US EQUITY ETF | AVUS | — | 87,981 | $9.6M | 5.06% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 39,609 | $7.5M | 3.98% |
| SCHWAB CHARLES CORP | SCHW | Equity | 60,303 | $5.7M | 3.03% |
| BLACKSTONE INC | BX | Financial Services | 34,240 | $5.7M | 3.02% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 52,457 | $5.2M | 2.76% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 63,736 | $4.7M | 2.51% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 40,113 | $4.5M | 2.37% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 13,370 | $4.4M | 2.32% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 11,985 | $3.8M | 2.00% |
| ALPHABET INC | GOOGL | Equity | 25,435 | $3.7M | 1.96% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 53,760 | $3.7M | 1.94% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 113,308 | $3.6M | 1.88% |
| MICROSOFT CORP | MSFT | Technology | 6,172 | $3.2M | 1.69% |
| ABBVIE INC | ABBV | Equity | 13,660 | $3.2M | 1.67% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 66,997 | $3.0M | 1.57% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 101,157 | $2.5M | 1.31% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,840 | $2.4M | 1.29% |
| NVIDIA CORP | NVDA | Technology | 14,682 | $2.2M | 1.18% |
| MASTERCARD INC | MA | Financial Services | 3,989 | $2.2M | 1.14% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 13,850 | $2.0M | 1.06% |
| META PLATFORMS INC | META | Communication Services | 21,101 | .9M | 1.03% |
| ALPHABET INC | GOOG | Equity | 7,767 | .9M | 1.00% |
| NEXTERA ENERGY INC | NEE | Utilities | 24,200 | .8M | 0.97% |