Holdings
Lantern Wealth Advisors, LLC
As of Jun 30, 2026, Lantern Wealth Advisors, LLC reported 81 positions worth US$98M. Largest: Apple Inc, Alphabet Inc (google) Class C and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 39,217 | US$11.3M | +1,257 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 21,402 | US$7.65M | −512 | Jun 30, 2026 |
| Amazon.com, Inc. | 22,116 | US$5.27M | −566 | Jun 30, 2026 |
| Nvidia Corporation | 20,563 | US$4.11M | +144 | Jun 30, 2026 |
| Blackstone Inc. | 33,912 | US$3.99M | −2,455 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 11,818 | US$3.87M | −208 | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 40,907 | US$3.77M | −1,719 | Jun 30, 2026 |
| Caterpillar, Inc. | 3,412 | US$3.63M | −12 | Jun 30, 2026 |
| Abbvie Inc. | 13,353 | US$3.36M | −1,199 | Jun 30, 2026 |
| Microsoft Corp. | 7,029 | US$2.62M | +242 | Jun 30, 2026 |