Lantern Wealth Advisors, LLC
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 194,975
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 104.3 K | 53.5% | 0 | 53.3 K | -53.3 K |
| ETFs | 89.79 K | 46.1% | 59.68 K | 0 | 59.68 K |
| Debt | 898 | 0.5% | 433 | 0 | 433 |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
194,975
Holdings
174
QoQ value change ($000)
6,817
(3.6%)
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.