Lantern Wealth Advisors, LLC - Portfolio overview

Lantern Wealth Advisors, LLC has 197 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.75%
2. AVUS - AMERICAN CENTY ETF TR, 4.53%
3. RSP - INVESCO EXCHANGE TRADED FD T, 3.72%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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