Lantern Wealth Advisors, LLC
Q2 2025 13F Holdings
- Locationmelville, NY
- Num holdings
148
- Value ($000)
$167,956
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $8.95M | 5 % | 88,731 | ||
AAPL APPLE INC | COM | 037833100 | $7.34M | 4 % | 35,774 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $7.29M | 4 % | 40,091 | ||
BX BLACKSTONE INC | COM | 09260D107 | $5.39M | 3 % | 36,806 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.89M | 3 % | 66,383 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.13M | 3 % | 42,310 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $4.12M | 3 % | 37,582 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.98M | 2 % | 13,107 | ||
SCHW SCHWAB CHARLES CORP | COM | 808513105 | $3.91M | 2 % | 60,189 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $3.84M | 2 % | 13,260 |
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