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Daphne Jo Stasco

Lantern Wealth Advisors, Llc

Assets Managed
$194.975M
Holdings
174
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
3.63%(2Q avg: 1.63%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lantern Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 174 positions.

Assets under management

The assets under management (AUM) of Lantern Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 194.975M in assets, with a quarterly growth rate of 3.63% and a 2-quarter average growth rate of 1.63%. The portfolio is managed by Daphne Jo Stasco, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.36%
4.95%
$9.634M
37,960 shares@ $253.8 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 0.75%
4.72%
$9.188M
82,639 shares@ $111.18 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased 0%
3.88%
$7.552M
39,348 shares@ $191.92 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.06%
2.82%
$5.495M
49,741 shares@ $110.47 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 0.37%
2.48%
$4.828M
65,558 shares@ $73.64 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.45%
2.43%
$4.724M
22,682 shares@ $208.27 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 0.36%
2.3%
$4.468M
40,997 shares@ $108.99 avg price
BX
Blackstone Inc
Recent Activity
Increased 12.37%
2.15%
$4.182M
36,367 shares@ $114.99 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Increased 0.7%
2.06%
$4.006M
42,626 shares@ $93.98 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -9.83%
2.04%
$3.962M
13,779 shares@ $287.57 avg price

1-10 of 174