Long Run Wealth Advisors, LLC

CIK

1903296

Location

Lake Placid, NY

Portfolio Value

Micro $98,720,964

Diversification

Diversified

Filing Date

Global Rank

#5,688 / 8,420 ▼ 2

Top Industry

Semiconductors 19.1%

3Y Alpha vs SPY

-2.2%

Period ended 6 months ago

Filed Feb 2, 2026 · 4mo

17 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.7%

SPY

+76.3%

Annualised alpha

-2.2%

Max drawdown

−20.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.1%

+0.0 pts

Top 5

35.8%

−0.4 pts

Top 10

57.1%

−0.4 pts

HHI

441

Diversified−7

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	42.0%	$41,429,337	12
Financial Services	21.2%	$20,953,376	10
Consumer Cyclical	9.5%	$9,412,476	5
Unclassified	7.0%	$6,926,907	2
Healthcare	6.4%	$6,278,703	4
Consumer Defensive	4.3%	$4,226,287	6
Industrials	3.5%	$3,501,132	4
Communication Services	2.3%	$2,258,206	3
Energy	1.8%	$1,825,293	2
Real Estate	1.6%	$1,575,043	1
Utilities	0.3%	$270,604	1
Basic Materials	0.1%	$63,600	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
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
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
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
TSLA	Tesla, Inc.	+346	1,054	$474,004
MSFT	Microsoft Corp	+321	13,557	$6,556,436
PANW	Palo Alto Networks Inc	+258	19,926	$3,670,369
CVX	Chevron Corp	+222	2,277	$347,037
PRU	Prudential Financial Inc	+199	15,940	$1,799,307
AVGO	Broadcom Inc.	+151	5,937	$2,054,795
LLY	ELI LILLY & Co	+145	426	$457,813
XOM	Exxon Mobil Corp	+143	12,284	$1,478,256
MO	Altria Group, Inc.	+112	7,484	$431,527
AMZN	Amazon Com Inc	+102	19,883	$4,589,394
NI	Nisource Inc.	+42	6,480	$270,604
CRM	Salesforce, Inc.	+36	1,468	$388,887
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
ORGN	Origin Materials, Inc.	−350	10,000	$63,600
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
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
UL	Unilever PLC	24,048	$1,572,739
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

51 positions · $98,720,964 total · 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 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	53,549	+2,432	$9,986,888	+4.7%	10.12%
AAPL	Apple Inc. Technology	Reduced	28,220	-9	$7,671,889	+6.7%	7.77%
MSFT	Microsoft Corp Technology	Added	13,557	+321	$6,556,436	−4.4%	6.64%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,175	+567	$5,856,348	+5.4%	5.93%
SPY	Spdr S&P 500 ETF Trust	Added	7,786	+16	$5,309,429	+2.6%	5.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,883	+102	$4,589,394	+5.7%	4.65%
WFC	Wells Fargo & Company/Mn Financial Services	Added	46,407	+383	$4,325,132	+12.1%	4.38%
CB	Chubb Ltd Financial Services	Reduced	13,791	-60	$4,304,446	+10.1%	4.36%
TOL	Toll Brothers, Inc. Consumer Cyclical	Added	28,877	+416	$3,904,747	−0.7%	3.96%
NXPI	NXP Semiconductors N.V. Technology	Added	17,757	+704	$3,854,334	−0.8%	3.90%
BSX	Boston Scientific Corp Healthcare	Added	40,224	+605	$3,835,358	−0.8%	3.89%
PANW	Palo Alto Networks Inc Technology	Added	19,926	+258	$3,670,369	−8.4%	3.72%
MS	Morgan Stanley Financial Services	Added	11,597	+428	$2,058,815	+16.0%	2.09%
AVGO	Broadcom Inc. Technology	Added	5,937	+151	$2,054,795	+7.6%	2.08%
IBM	International Business Machines Corp Technology	Reduced	6,666	-33	$1,974,535	+4.5%	2.00%
UPS	United Parcel Service Inc Industrials	Reduced	18,856	-88	$1,870,326	+18.2%	1.89%
PRU	Prudential Financial Inc Financial Services	Added	15,940	+199	$1,799,307	+10.2%	1.82%
GLW	Corning Inc /Ny Technology	Reduced	20,325	-77	$1,779,657	+6.3%	1.80%
PFE	Pfizer Inc Healthcare	Added	69,160	+764	$1,722,084	−1.2%	1.74%
T	At&T Inc. Communication Services	Added	67,675	+2,894	$1,681,047	−8.1%	1.70%
HPE	Hewlett Packard Enterprise Co Technology	Added	69,810	+1,804	$1,676,836	+0.4%	1.70%
QQQ	Invesco Qqq Trust, Series 1	Added	2,633	+9	$1,617,478	+2.7%	1.64%
TXN	Texas Instruments Inc Technology	Added	9,265	+432	$1,607,384	−1.0%	1.63%
CCI	Crown Castle Inc. Real Estate	Added	17,723	+412	$1,575,043	−5.7%	1.60%
UL	Unilever PLC Consumer Defensive	NEW	24,048	NEW	$1,572,739	NEW	1.59%
XOM	Exxon Mobil Corp Energy	Added	12,284	+143	$1,478,256	+8.0%	1.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,381	-1	$1,196,809	−0.1%	1.21%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,214	+1,990	$996,725	+45.5%	1.01%
AME	Ametek Inc/ Industrials	Reduced	4,112	-95	$844,234	+6.7%	0.86%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,316	-191	$703,665	+4.9%	0.71%
V	Visa Inc. Financial Services	Reduced	1,660	-29	$582,178	+1.0%	0.59%
BE	Bloom Energy Corp Industrials	Reduced	6,298	-100	$547,233	+1.1%	0.55%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,054	+346	$474,004	+50.5%	0.48%
LLY	ELI LILLY & Co Healthcare	Added	426	+145	$457,813	+113.5%	0.46%
MO	Altria Group, Inc. Consumer Defensive	Added	7,484	+112	$431,527	−11.4%	0.44%
CRM	Salesforce, Inc. Technology	Added	1,468	+36	$388,887	+14.6%	0.39%
SLF	Sun Life Financial Inc Financial Services	Added	5,627	+25	$351,124	+4.4%	0.36%
CVX	Chevron Corp Energy	Added	2,277	+222	$347,037	+8.7%	0.35%
KO	Coca Cola Co Consumer Defensive	Reduced	4,321	-196	$302,081	+0.8%	0.31%
GOOGL	Alphabet Inc. Communication Services	Added	954	+6	$298,602	+29.6%	0.30%
META	Meta Platforms, Inc. Communication Services	Reduced	422	-11	$278,557	−12.4%	0.28%
NI	Nisource Inc. Utilities	Added	6,480	+42	$270,604	−2.9%	0.27%
ABBV	AbbVie Inc. Healthcare	Added	1,153	+7	$263,448	−0.7%	0.27%
C	Citigroup Inc Financial Services	Reduced	2,226	-39	$259,751	+13.0%	0.26%
GE	General Electric Co Industrials	Added	777	+1	$239,339	+2.5%	0.24%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	658	-26	$226,417	−18.3%	0.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,532	-129	$219,550	−14.0%	0.22%
PFG	Principal Financial Group Inc Financial Services	Added	2,488	+22	$219,466	+7.3%	0.22%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	713	-31	$217,914	−3.6%	0.22%
ADP	Automatic Data Processing Inc Technology	Reduced	806	-2	$207,327	−12.6%	0.21%