You're signed outSign in or to get full access.
Lantern Wealth Advisors, LLC
Lantern Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Melville, NY. The firm operates as a subsidiary under Herold & Lantern Investments, delivering personalized wealth advisory solutions. Founded in approximately 2014, Lantern Wealth Advisors manages financial assets, primarily serving individuals, high-net-worth clients, pension plans, and charitable organizations. As of June 2025, the firm has approximately 20 employees, including investment advisers and brokers.
Investment Strategy
Lantern Wealth Advisors provides advisory services centered on a diversified approach, constructing portfolios with exposure to major equities (such as Apple, Amazon, Microsoft, Blackstone, and Alphabet) and a broad array of sectors for risk management. The firm serves individuals and institutions with both discretionary and non-discretionary accounts. Its philosophy emphasizes long-term growth and risk-adjusted returns, achieved through asset allocation, security selection, and regular portfolio monitoring, with an added focus on fixed income investments and personalized financial planning.
Latest 13F Filing Activity
Lantern Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 148 equity positions with a total 13F market value of $168M. The fund increased holdings in American Centy Etf TR, Apple Inc., Invesco Exchange Traded FD T among other positions. Lantern Wealth Advisors, LLC reduced exposure to Paychex Inc., Abcellera Biologics Inc., American Express Co. among others.
Top Holdings
Equity Positions (148)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 5.33% | $8.9M | 88,731 | $100.82 | $100.82 | +$8.9M |
A AAPL | APPLE INC | 4.37% | $7.3M | 35,774 | $205.17 | $205.17 | +$7.3M |
R RSP | INVESCO EXCHANGE TRADED FD T | 4.34% | $7.3M | 40,091 | $181.74 | $181.74 | +$7.3M |
B BX | BLACKSTONE INC | 3.21% | $5.4M | 36,806 | $149.58 | $149.58 | +$5.4M |
B BND | VANGUARD BD INDEX FDS | 2.91% | $4.9M | 66,383 | $73.63 | $73.63 | +$4.9M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Vice President and Investments - Lantern Investments | Melville, NY , United States | |
D Diego Lopez | institutional trader | New York, NY , United States | |
J Jonathan Heimowitz | Senior Vice President-Investments | Woodmere, NY , United States | |
F Francis Horneff | Vice President - Investments | New York, NY , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more