Lantern Wealth Advisors, LLC
•CIK: 1950218•Filing: Q4 2025
**Lantern Wealth Advisors, LLC** manages $188M across a diversified portfolio of 163 positions. The firm maintains significant exposure to mega-cap technology and growth names, notably holding AAPL at $10.2M and AMZN at $5.2M. Core allocations include defensive and broad market plays, evidenced by substantial positions in BND ($4.8M) and AVUV ($5.1M). This structure suggests a mandate balancing technology upside with fixed-income stability.
Total AUM
$188.2M
QoQ Performance
-0.4%
Positions
124
Top 10 Concentration
32.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.4%
AVUS4.9%
RSP4.0%
AMZN2.8%
AVUV2.7%
BX2.7%
BND2.6%
GOOGL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.9%
Technology15.8%
Financial8.5%
Consumer5.5%
Healthcare4.8%
Communication2.0%
Industrial1.9%
Utilities1.5%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW17 new positions
↑84 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023