account_balance
Investment manager · 13F filer · SEC CIK 1950218
Lantern Wealth Advisors, LLC
Reported value$232Mas of Sep 30, 2026
Positions197 21 new, 8 sold out
Top 10 weight30.1%AAPL alone is 6%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.9%Added +4%
AVUSAmerican Centy ETF Tr
4.7%
RSPInvesco Exchange Traded Fd T
3.5%
NVDANVIDIA Corp
2.7%Added +36%
AMZNAmazon.com Inc
2.7%Added +12%
AVUVAmerican Centy ETF Tr
2.4%
BNDVanguard Bd Index FDS
2.4%
GOOGLAlphabet Inc.
2.0%Added +3%
LQDiShares Tr
2.0%Added +2%
DGROiShares Tr
1.8%
MSFTMicrosoft Corp
1.8%Added +14%
VTIVanguard Index FDS
1.7%
AAPLApple Inc.
5.9%Added +4%
AVUSAmerican Centy ETF Tr
4.7%
RSPInvesco Exchange Traded Fd T
3.5%
NVDANVIDIA Corp
2.7%+36%
AMZNAmazon.com Inc
2.7%+12%
AVUVAmerican Centy ETF Tr
2.4%
BNDVanguard Bd Index FDS
2.4%
GOOGLAlphabet Inc.
2.0%
LQDiShares Tr
2.0%
DGRO1.8%
MSFT1.8%VTI1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 5.9% Added +4%
AVUS American Centy ETF Tr 4.7% Held
RSP Invesco Exchange Traded Fd T 3.5% Held
NVDA NVIDIA Corp 2.7% Added +36%AMZN Amazon.com Inc 2.7% Added +12%AVUV American Centy ETF Tr 2.4% Held
BND Vanguard Bd Index FDS 2.4% Held
GOOGL Alphabet Inc. 2.0% Added +3%LQD iShares Tr 2.0% Added +2%
DGRO iShares Tr 1.8% Held
MSFT Microsoft Corp 1.8% Added +14%VTI Vanguard Index FDS 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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