13F Insight
DOSSIER · 13F-HR · Q4 2025

Long Run Wealth Advisors, LLC

$531M in tracked AUM across 106 positions as of Q4 2025.

LR
CIK 0001903296 · last filed Dec 31, 2025
Total AUM
$531M
as of Q4 2025
Holdings
106
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2025Q4Dec 31
$531M▲ 4.2%
106 positionsView →2025Q3Sep 30
$509M▲ 6.9%
109 positionsView →2025Q2Jun 30
$477M▲ 8.1%
105 positionsLocked2025Q1Mar 31
$441M▲ 5.7%
102 positionsLocked2024Q4Dec 31
$417M▼ 1.8%
98 positionsLocked2024Q3Sep 30
$425M▲ 7.5%
104 positionsLocked2024Q2Jun 30
$395M▲ 4.0%
101 positionsLocked2024Q1Mar 31
$380M▲ 9.7%
95 positionsLocked2023Q4Dec 31
$346M▲ 12.3%
93 positionsLocked2023Q3Sep 30
$308M▼ 1.6%
82 positionsLocked2023Q2Jun 30
$313M▲ 6.6%
96 positionsLocked2023Q1Mar 31
$294M▲ 5.7%
93 positionsLocked
Showing 12 of 17