Lantern Wealth Advisors, LLC
CIK 1950218 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- AAPL6.43%
- AVUS5.97%
- RSP5.05%
- BX3.80%
- AVUV3.30%
- BND3.01%
- LQD2.63%
- DGRO2.40%
- SCHW2.37%
- VTI2.27%
Share classes counted separately37.23%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $8.21M | 6.43% | 42.62K shares | Prior unavailable — | — | ↗▾ |
| 02 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $7.62M | 5.97% | 93.42K shares | Prior unavailable — | — | ↗▾ |
| 03 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $6.45M | 5.05% | 40.85K shares | Prior unavailable — | — | ↗▾ |
| 04 | BXBLACKSTONE INC View history and evidence | $4.85M | 3.80% | 37.03K shares | Prior unavailable — | — | ↗▾ |
| 05 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $4.21M | 3.30% | 46.91K shares | Prior unavailable — | — | ↗▾ |
| 06 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $3.84M | 3.01% | 52.26K shares | Prior unavailable — | — | ↗▾ |
| 07 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $3.35M | 2.63% | 30.31K shares | Prior unavailable — | — | ↗▾ |
| 08 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $3.07M | 2.40% | 56.98K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $3.02M | 2.37% | 43.91K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $2.89M | 2.27% | 12.19K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1950218 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 14, 2024
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001172661-24-001318",
"cover_total": 127532148,
"filing_date": "2024-02-14",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001172661-24-001189",
"filing_date": "2024-02-14",
"confidential": false,
"cover_table_value_total_raw": 127532148
}
],
"cover_table_value": 127532148
}Research all 115 reported holdings.
This page includes 30 of 115 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 115 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1950218","quarter":"2023Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1950218","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.