Lantern Wealth Advisors, LLC
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 218,386
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 184 | 218,386 | 13F-HR | Lantern Wealth Advisors, LLC |
| Q1 2026 | 5/13/2026 | 174 | 194,975 | 13F-HR | Lantern Wealth Advisors, LLC |
| Q4 2025 | 2/17/2026 | 163 | 188,158 | 13F-HR | Lantern Wealth Advisors, LLC |
| Q3 2025 | 11/26/2025 | 158 | 188,877 | 13F-HR | Lantern Wealth Advisors, LLC |
| Q2 2025 | 8/15/2025 | 148 | 167,956 | 13F-HR | Lantern Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110.6 K | 50.6% | 6.313 K | 0 | 6.313 K |
| ETFs | 106.8 K | 48.9% | 17.04 K | 0 | 17.04 K |
| Debt | 967 | 0.4% | 69 | 0 | 69 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
218,386
Holdings
184
QoQ value change ($000)
23,411
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.