Lantern Wealth Advisors, LLC - Portfolio Stock Holdings
Lantern Wealth Advisors, LLC disclosed 205 stock positions in a recent SEC 13F filing. $232,393,689 of stock holdings were filed, with the largest holdings including AAPL, AVUS, and RSP. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $319,865,217 and has 26 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
205Est. Stock Holding Value:
$232,393,689Top Stock Holdings By Sector
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Portfolio Stock Holdings - Lantern Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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