Long Run Wealth Advisors, LLC

CIK

1903296

Location

Lake Placid, NY

Portfolio Value

Small $528,655,007

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,419 / 8,818 ▲ 78 · as of Dec 2025

Top Industry

Semiconductors 15.6%

3Y Alpha vs SPY

+6.4%

Period ended 8 months ago

Filed Feb 2, 2026 · 7mo

17 quarters · since Dec 2021

Clone Performance

Sep 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+95.8%

SPY

+69.0%

Annualised alpha

+6.4%

Max drawdown

−11.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 11 quarters.Long Run Wealth Advisors, LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

71 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

34.5%

−1.9 pts

Top 5

69.5%

+0.5 pts

Top 10

79.7%

+0.0 pts

HHI

1,644

Moderately concentrated−48

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	78.8%	$416,559,849	20
Technology	7.8%	$41,429,337	12
Financial Services	6.8%	$35,905,969	11
Consumer Cyclical	1.8%	$9,412,476	5
Communication Services	1.5%	$7,670,314	3
Healthcare	1.2%	$6,278,703	4
Consumer Defensive	0.8%	$4,226,287	6
Industrials	0.7%	$3,501,132	4
Energy	0.3%	$1,825,293	2
Real Estate	0.3%	$1,575,043	1
Utilities	0.1%	$270,604	2
Basic Materials	0.0%	$0	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+243,850	716,674	$84,697,543
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+89,019	2,784,830	$182,231,428
CAAA	First Trust AAA CMBS ETF	+71,927	2,510,922	$61,341,094
STT	State Street Corp	+15,356	273,007	$14,952,593
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+14,724	244,162	$9,264,856
VIGI	Vanguard International Dividend Appreciation ETF	+4,627	159,166	$22,685,566
XLB	State Street Materials Select Sector SPDR ETF	+4,078	76,017	$5,905,000
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+3,978	115,814	$5,976,002
ANEW	ProShares MSCI Transformational Changes ETF	+3,534	7,708	$406,365
T	At&T Inc.	+2,894	67,675	$1,681,047
NVDA	Nvidia Corp	+2,432	53,549	$9,986,888
PM	Philip Morris International Inc.	+1,990	6,214	$996,725
HPE	Hewlett Packard Enterprise Co	+1,804	69,810	$1,676,836
VXUS	Vanguard Total International Stock ETF	+1,544	10,326	$778,993
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+1,155	24,882	$1,258,531
PFE	Pfizer Inc	+764	69,160	$1,722,084
NXPI	NXP Semiconductors N.V.	+704	17,757	$3,854,334
BSX	Boston Scientific Corp	+605	40,224	$3,835,358
JPM	Jpmorgan Chase & Co	+567	18,175	$5,856,348
TXN	Texas Instruments Inc	+432	9,265	$1,607,384
VB	Vanguard Morningstar Small-Cap ETF	+428	25,471	$11,829,507
MS	Morgan Stanley	+428	11,597	$2,058,815
TOL	Toll Brothers, Inc.	+416	28,877	$3,904,747
CCI	Crown Castle Inc.	+412	17,723	$1,575,043
WFC	Wells Fargo & Company/Mn	+383	46,407	$4,325,132
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	−14,835	172,880	$16,621,177
UL	Unilever PLC	−2,524	24,048	$1,572,739
CWEN	Clearway Energy, Inc.	−834	55,138	$0
GOOGL	Alphabet Inc.	−398	18,201	$5,710,710
—		−350	10,000	$0
KO	Coca Cola Co	−196	4,321	$302,081
WMT	Walmart Inc.	−191	6,316	$703,665
PG	PROCTER & GAMBLE Co	−129	1,532	$219,550
BE	Bloom Energy Corp	−100	6,298	$547,233
AME	Ametek Inc/	−95	4,112	$844,234
UPS	United Parcel Service Inc	−88	18,856	$1,870,326
GLW	Corning Inc /Ny	−77	20,325	$1,779,657
CB	Chubb Ltd	−60	13,791	$4,304,446
C	Citigroup Inc	−39	2,226	$259,751
IBM	International Business Machines Corp	−33	6,666	$1,974,535
MCD	Mcdonalds Corp	−31	713	$217,914
V	Visa Inc.	−29	1,660	$582,178
HD	Home Depot, Inc.	−26	658	$226,417
META	Meta Platforms, Inc.	−11	422	$278,557
AAPL	Apple Inc.	−9	28,220	$7,671,889
ECNS	iShares MSCI China Small-Cap ETF	−6	28,940	$4,032,789
ADP	Automatic Data Processing Inc	−2	806	$207,327
BRK-B	Berkshire Hathaway Inc	−1	2,381	$1,196,809
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VEU	Vanguard FTSE All-World Ex-US ETF	2,977	$218,988
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
FISV	Fiserv Inc	2,989	$385,371
GRMN	Garmin Ltd	972	$239,325
WMB	Williams Companies, Inc.	3,278	$207,661
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $528,655,007 total · filing declares 106 positions · $530,687,273 · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,784,830	+89,019	$182,231,428	+4.3%	34.47%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	716,674	+243,850	$84,697,543	+47.7%	16.02%
CAAA	First Trust AAA CMBS ETF	Added	2,510,922	+71,927	$61,341,094	+2.8%	11.60%
VIGI	Vanguard International Dividend Appreciation ETF	Added	159,166	+4,627	$22,685,566	+4.9%	4.29%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Reduced	172,880	-14,835	$16,621,177	−8.4%	3.14%
STT	State Street Corp Financial Services	Added	273,007	+15,356	$14,952,593	+7.7%	2.83%
VB	Vanguard Morningstar Small-Cap ETF	Added	25,471	+428	$11,829,507	+3.9%	2.24%
NVDA	Nvidia Corp Technology	Added	53,549	+2,432	$9,986,888	+4.7%	1.89%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	244,162	+14,724	$9,264,856	+1.8%	1.75%
AAPL	Apple Inc. Technology	Reduced	28,220	-9	$7,671,889	+6.7%	1.45%
MSFT	Microsoft Corp Technology	Added	13,557	+321	$6,556,436	−4.4%	1.24%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	115,814	+3,978	$5,976,002	+2.2%	1.13%
XLB	State Street Materials Select Sector SPDR ETF	Added	76,017	+4,078	$5,905,000	—	1.12%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,175	+567	$5,856,348	+5.4%	1.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,201	-398	$5,710,710	+26.1%	1.08%
SPY	Spdr S&P 500 ETF Trust	Added	7,786	+16	$5,309,429	+2.6%	1.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,883	+102	$4,589,394	+5.7%	0.87%
WFC	Wells Fargo & Company/Mn Financial Services	Added	46,407	+383	$4,325,132	+12.1%	0.82%
CB	Chubb Ltd Financial Services	Reduced	13,791	-60	$4,304,446	+10.1%	0.81%
ECNS	iShares MSCI China Small-Cap ETF	Reduced	28,940	-6	$4,032,789	+2.7%	0.76%
TOL	Toll Brothers, Inc. Consumer Cyclical	Added	28,877	+416	$3,904,747	−0.7%	0.74%
NXPI	NXP Semiconductors N.V. Technology	Added	17,757	+704	$3,854,334	−0.8%	0.73%
BSX	Boston Scientific Corp Healthcare	Added	40,224	+605	$3,835,358	−0.8%	0.73%
PANW	Palo Alto Networks Inc Technology	Added	19,926	+258	$3,670,369	−8.4%	0.69%
MS	Morgan Stanley Financial Services	Added	11,597	+428	$2,058,815	+16.0%	0.39%
AVGO	Broadcom Inc. Technology	Added	5,937	+151	$2,054,795	+7.6%	0.39%
IBM	International Business Machines Corp Technology	Reduced	6,666	-33	$1,974,535	+4.5%	0.37%
UPS	United Parcel Service Inc Industrials	Reduced	18,856	-88	$1,870,326	+18.2%	0.35%
PRU	Prudential Financial Inc Financial Services	Added	15,940	+199	$1,799,307	+10.2%	0.34%
GLW	Corning Inc /Ny Technology	Reduced	20,325	-77	$1,779,657	+6.3%	0.34%
PFE	Pfizer Inc Healthcare	Added	69,160	+764	$1,722,084	−1.2%	0.33%
T	At&T Inc. Communication Services	Added	67,675	+2,894	$1,681,047	−8.1%	0.32%
HPE	Hewlett Packard Enterprise Co Technology	Added	69,810	+1,804	$1,676,836	+0.4%	0.32%
QQQ	Invesco Qqq Trust, Series 1	Added	2,633	+9	$1,617,478	+2.7%	0.31%
TXN	Texas Instruments Inc Technology	Added	9,265	+432	$1,607,384	−1.0%	0.30%
CCI	Crown Castle Inc. Real Estate	Added	17,723	+412	$1,575,043	−5.7%	0.30%
UL	Unilever PLC Consumer Defensive	Reduced	24,048	-2,524	$1,572,739	−0.2%	0.30%
XOM	ExxonMobil Holdings Corp Energy	Added	12,284	+143	$1,478,256	+8.0%	0.28%
BIV	Vanguard Intermediate-Term Bond ETF	Added	20,174	+280	$1,473,061	+0.7%	0.28%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Added	24,882	+1,155	$1,258,531	+4.5%	0.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,381	-1	$1,196,809	−0.1%	0.23%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,214	+1,990	$996,725	+45.5%	0.19%
AME	Ametek Inc/ Industrials	Reduced	4,112	-95	$844,234	+6.7%	0.16%
VXUS	Vanguard Total International Stock ETF	Added	10,326	+1,544	$778,993	+20.8%	0.15%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,316	-191	$703,665	+4.9%	0.13%
V	Visa Inc. Financial Services	Reduced	1,660	-29	$582,178	+1.0%	0.11%
BE	Bloom Energy Corp Industrials	Reduced	6,298	-100	$547,233	+1.1%	0.10%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,054	+346	$474,004	+50.5%	0.09%
LLY	ELI LILLY & Co Healthcare	Added	426	+145	$457,813	+113.5%	0.09%
MO	Altria Group, Inc. Consumer Defensive	Added	7,484	+112	$431,527	−11.4%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.