Lantern Wealth Advisors, LLC
- SEC CIK
- 0001950218
- Latest filing
- Jul 28, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only.
- Positions
- 115
- No filing for Q3 2023
- Portfolio value
- $127.5M
- No filing for Q3 2023
Lantern Wealth Advisors, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 14,210 | $2.42M | 1.9% | – | – | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 64,660 | $2.43M | 1.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,901 | $2.46M | 1.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 17,516 | $2.66M | 2.1% | – | – | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 115,415 | $2.82M | 2.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,190 | $2.89M | 2.3% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 43,906 | $3.02M | 2.4% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 56,975 | $3.07M | 2.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 30,313 | $3.35M | 2.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 52,262 | $3.84M | 3.0% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 46,910 | $4.21M | 3.3% | – | – | – |
| BXBlackstone Inc. | COM | 37,031 | $4.85M | 3.8% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 40,853 | $6.45M | 5.1% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 93,415 | $7.62M | 6.0% | – | – | – |
| AAPLApple Inc. | Stock | 42,624 | $8.21M | 6.4% | – | – | History |