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Lantern Wealth Advisors, LLC

Q1 2026 13F Holdings

  • Location
    melville, NY
  • Num holdings

    174

  • Value ($000)

    $194,975

  • Date Filed
    05/13/2026
  • Form type
    13F-HR
  • CIK
    0001950218
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$9.63M
5 %

37,960

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$9.19M
5 %

82,639

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$7.55M
4 %

39,348

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$5.49M
3 %

49,741

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$4.83M
3 %

65,558

A
AMZN

AMAZON COM INC

COM
023135106
$4.72M
2 %

22,682

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$4.47M
2 %

40,997

B
BX

BLACKSTONE INC

COM
09260D107
$4.18M
2 %

36,367

S
SCHW

SCHWAB CHARLES CORP

COM
808513105
$4.01M
2 %

42,626

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$3.96M
2 %

13,779

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