13F Filings History of Lantern Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$188,158,317
Signature - Title
Daphne Jo Stasco - Chief Compliance Officer
Location
Melville, NY
Summary
This page shows a list of all the recent 13F filings made by Lantern Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lantern Wealth Advisors, LLC reported 163 stock holdings with total value $188,158,317 as of Q4 2025. Top holdings included AAPL, AVUS, RSP, AMZN, and AVUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 163 $188,158,317 +$12,492,681 -$20,065,143 -$7,572,462 AAPL, AVUS, RSP, AMZN, AVUV 13F-HR 17 Feb 2026, 16:06
Q3 2025 158 $185,468,017 +$14,292,677 -$9,541,920 +$4,750,757 AAPL, AMZN, AVUS, RSP, SCHW 13F-HR 26 Nov 2025, 12:49
Q2 2025 148 $162,485,900 +$21,680,956 -$11,481,178 +$10,199,778 AVUS, AAPL, RSP, BX, BND 13F-HR 14 Aug 2025, 18:25
Q4 2024 134 $150,432,235 +$12,067,739 -$5,678,335 +$6,389,404 AAPL, AVUS, RSP, BX, AVUV 13F-HR 14 Feb 2025, 18:17
Q3 2024 127 $142,471,803 +$5,999,643 -$4,369,291 +$1,630,352 AAPL, AVUS, RSP, BX, AVUV 13F-HR 14 Nov 2024, 14:42
Q2 2024 130 $134,483,223 +$6,135,930 -$8,574,419 -$2,438,489 AVUS, AAPL, RSP, BX, AVUV 13F-HR 14 Aug 2024, 15:50
Q1 2024 128 $142,319,293 +$10,229,787 -$3,222,426 +$7,007,361 AVUS, RSP, AAPL, BX, AVUV 13F-HR 14 May 2024, 20:49
Q4 2023 115 $127,532,148 $0 $0 $0 AAPL, AVUS, RSP, BX, AVUV Restatement 14 Feb 2024, 15:26