Lantern Wealth Advisors, LLC has disclosed its latest 13F filing, revealing a total of approximately $232.4 million in assets under management as of September 30, 2026. This filing is crucial as it provides insights into the firm’s investment strategies and positions within the market.
Lantern Wealth Advisors, headquartered in Melville, NY, is a registered investment advisor. The firm specializes in wealth management, focusing on tailored investment strategies to meet the unique needs of its clients. The firm’s recent filings, including the 13F-HR submitted on October 22, 2026, indicate a proactive approach in managing its portfolio.
According to the latest filing, Lantern Wealth Advisors reported a total of 197 holdings. The firm’s significant investments include major players in the technology and healthcare sectors, such as Amazon, Alphabet, and Apple. These companies represent a substantial portion of the firm’s investment strategy, reflecting a diversified approach aimed at capitalizing on growth opportunities in these dynamic sectors.
The filing also indicates that Lantern Wealth Advisors maintains sole investment discretion over its holdings, suggesting a focused and strategic investment methodology. The firm’s Chief Compliance Officer, Daphne Jo Stasco, signed the filing, underscoring the regulatory compliance and transparency that the firm upholds.
The impact of this filing may resonate throughout the wealth management industry, as it highlights the ongoing trends in asset allocation, particularly towards technology and healthcare. As firms like Lantern Wealth Advisors adapt to changing market conditions, their investment strategies may provide valuable insights for other players in the industry.
Looking ahead, Lantern Wealth Advisors is expected to continue monitoring its portfolio and adjusting its strategies in response to market dynamics. The firm’s next steps will likely involve further filings and updates as they navigate the evolving landscape of wealth management.