Lantern Wealth Advisors
Lantern Wealth Advisors reported 197 stocks worth $232M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are AAPL (5.9%), AVUS (4.7%) and RSP (3.5%). Compared with Q2 2026, the fund opened new positions in XOM and INRO, added to AAPL, NVDA and AMZN, trimmed AVUS, RSP and DGRO and sold out of XOM, SHLD and HONA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $13.6M | 5.9% | 41K | +1,681 (+4%) | 8 of 8 | |
| 2 |  AVUS Avantis U.s. Equity ETF | $11M | 4.7% | 86K | −702 (−1%) | 8 of 8 | |
| 3 |  RSP Invesco Exchange Traded FD T | $8.2M | 3.5% | 39K | −222 (−1%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $6.4M | 2.7% | 28K | +7,320 (+36%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $6.2M | 2.7% | 25K | +2,660 (+12%) | 8 of 8 | |
| 6 |  AVUV American Centy ETF TR | $5.6M | 2.4% | 47K | +165 (+0%) | 8 of 8 | |
| 7 |  BND Vanguard BD Index Fds | $5.5M | 2.4% | 78K | +1,287 (+2%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $4.7M | 2.0% | 14K | +371 (+3%) | 8 of 8 | |
| 9 |  LQD Ishares Iboxx Invt Grade | $4.6M | 2.0% | 45K | +895 (+2%) | 8 of 8 | |
| 10 |  DGRO Ishares TR | $4.2M | 1.8% | 56K | −319 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.1M | 8,367 |
 SHLD Global X Fds | $517K | 8,665 |
 HONA Honeywell Aerospace Inc Com | $426K | 1,925 |
 KMB Kimberly Clark Corp | $235K | 2,143 |
 TLT Ishares TR | $223K | 2,576 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lantern Wealth Advisors 13F FAQ
What does Lantern Wealth Advisors own?
Lantern Wealth Advisors reported 197 stocks worth $232M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are AAPL (5.9%), AVUS (4.7%) and RSP (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Lantern Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 22 new positions, 103 added to, 35 trimmed and 9 sold out. New positions include XOM and INRO. It sold all of XOM, SHLD and HONA.
When will Lantern Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lantern Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $232M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.