Lantern Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 26, 2025
Value $
$185M
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 158 stock holdings with total value $185M as of Q3 2025. Top holdings included AAPL, AMZN, AVUS, RSP, and SCHW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 158 $185M +$14.3M -$9.54M +$4.75M AAPL, AMZN, AVUS, RSP, SCHW 13F-HR 11/26/2025, 12:49 PM
Q2 2025 148 $162M +$21.7M -$11.5M +$10.2M AVUS, AAPL, RSP, BX, BND 13F-HR 8/14/2025, 06:25 PM
Q4 2024 134 $150M +$12.1M -$5.68M +$6.39M AAPL, AVUS, RSP, BX, AVUV 13F-HR 2/14/2025, 06:17 PM
Q3 2024 127 $142M +$6M -$4.37M +$1.63M AAPL, AVUS, RSP, BX, AVUV 13F-HR 11/14/2024, 02:42 PM
Q2 2024 130 $134M +$6.14M -$8.57M -$2.44M AVUS, AAPL, RSP, BX, AVUV 13F-HR 8/14/2024, 03:50 PM
Q1 2024 128 $142M +$10.2M -$3.22M +$7.01M AVUS, RSP, AAPL, BX, AVUV 13F-HR 5/14/2024, 08:49 PM
Q4 2023 115 $128M $0 $0 AAPL, AVUS, RSP, BX, AVUV Restatement 2/14/2024, 03:26 PM