Lantern Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 197 distinct positions held by the firm, with the total value of the portfolio reported as $2,323,933,324.
The report details a mix of individual equities and exchange-traded funds (ETFs). Among the largest individual stock positions are NVIDIA Corporation, with 6,367,807 shares, and Blackstone Inc., with 3,801,196 shares. Other notable holdings include Apple Inc. with 13,619,833 shares, Microsoft Corporation with 4,093,042 shares, and Amazon.com Inc. with 6,172,940 shares.
The portfolio also includes significant positions in various ETFs. Vanguard Total Bond Market ETF is listed with 5,469,104 shares, and iShares Core S&P 500 ETF holds 3,776,695 shares. Other ETFs held include iShares Core Dividend Growth ETF, iShares Core MSCI EAFE ETF, and SPDR Portfolio S&P 500 ETF Trust.
The filing indicates that all holdings are held in a discretionary capacity and that the firm does not have any beneficial ownership of any securities other than those listed.
