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Filers›Holding Co.›Long Run Wealth Advisors, LLC
DOSSIER · 13F-HR · Q4 2025

Long Run Wealth Advisors, LLC

Long Run Wealth's holding co. based in Greenwich, CT — $531M in tracked AUM across 106 positions as of Q4 2025.

LR
Long Run Wealth·Greenwich, CT·Holding Co.
CIK 0001903296 · last filed Dec 31, 2025
Total AUM
$531M
▲ 8.9%
vs prior
Holdings
106
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Long Run Wealth Advisors, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
USIG
ISHARES TR
$62M1.2M11.7%
02
FTCB
FIRST TR EXCHANGE-TRADED FD
$47M2.2M8.9%
03
IEFA
ISHARES TR
$33M372K6.3%
04
XLK
SELECT SECTOR SPDR TR
$33M226K6.1%
05
VYM
VANGUARD WHITEHALL FDS
$22M156K4.2%
06
EFV
ISHARES TR
$18M258K3.5%
07
XLV
SELECT SECTOR SPDR TR
$17M113K3.3%
08
IEMG
ISHARES INC
$15M229K2.9%
09
XLF
SELECT SECTOR SPDR TR
$15M273K2.8%
10
LMBS
FIRST TR EXCHANGE-TRADED FD
$14M279K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Long
haiku-4-5 · 106 positions indexed
Sector mix
  • Tech22%
  • Financials6%
  • Cons. Disc.8%
  • Communications7%
  • Industrials19%
  • Other38%
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