Long Run Wealth Advisors, LLC

CIK

1903296

Location

Lake Placid, NY

Portfolio Value

Small $514,601,795

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,537 / 8,855 ▼ 7 · as of Dec 2025

Top Industry

Semiconductors 15.4%

Period ended 10 months ago

Filed Feb 2, 2026 · 9mo

17 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.8% of the book (60%+)

Turnover

Low turnover

21.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.7 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 79.6%; sector active share 65.5% against the combined 13F book's sector weights.

Over time 17 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

32.3%

−0.4 pts

Top 5

68.4%

−0.8 pts

Top 10

78.8%

−0.8 pts

HHI

1,527

Moderately concentrated−23

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	77.9%	$400,772,099	53
Technology	8.1%	$41,429,337	12
Financial Services	7.0%	$35,905,969	11
Consumer Cyclical	1.8%	$9,412,476	5
Communication Services	1.5%	$7,670,314	4
Healthcare	1.2%	$6,278,703	4
Consumer Defensive	0.8%	$4,226,287	6
Industrials	0.7%	$3,501,132	4
Utilities	0.4%	$2,003,025	2
Energy	0.4%	$1,825,293	2
Real Estate	0.3%	$1,575,043	1
Basic Materials	0.0%	$2,117	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
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+117,587	226,428	$32,598,839
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+93,001	175,967	$7,867,484
FTCB	First Trust Core Investment Grade ETF	+63,259	2,231,568	$47,376,188
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	+27,821	1,195,107	$61,870,689
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	+22,947	43,722	$5,220,844
IEFA	iShares Core MSCI EAFE ETF	+18,404	371,738	$33,255,681
XLF	State Street Corp	+15,356	273,007	$14,952,593
PSK	State Street(R) SPDR(R) ICE Preferred Securities ETF	+14,622	229,950	$7,287,115
IEMG	iShares Trust	+10,294	228,541	$0
EFV	iShares MSCI EAFE Value ETF	+9,341	258,023	$18,425,422
GOVT	iShares U.S. Treasury Bond ETF	+8,932	30,797	$709,254
LMBS	First Trust Low Duration Opportunities ETF	+8,668	279,354	$13,964,906
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+4,548	156,215	$22,419,976
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	+4,155	78,137	$9,198,287
—		+4,078	76,017	$5,905,000
DON	WisdomTree U.S. Midcap Dividend Fund	+3,978	115,814	$5,976,002
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+3,706	79,606	$12,348,482
TQQQ	ProShares UltraPro QQQ	+3,534	7,708	$406,365
SUSC	iShares ESG Aware USD Corporate Bond ETF	+3,030	156,770	$3,666,066
IJH	iShares Core S&P Mid-Cap ETF	+2,979	136,294	$8,995,404
T	At&T Inc.	+2,894	67,675	$1,681,047
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+2,454	112,814	$17,463,607
NVDA	Nvidia Corp	+2,432	53,549	$9,986,888
PM	Philip Morris International Inc.	+1,990	6,214	$996,725
IXN	iShares Global Tech ETF	+1,817	34,280	$3,599,400
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−13,352	105,026	$10,420,679
UL	Unilever PLC	−2,524	24,048	$1,572,739
—		−1,483	67,854	$6,200,498
CWEN-A	Clearway Energy, Inc.	−834	55,138	$1,732,421
GOOG	Alphabet Inc.	−404	17,247	$5,412,108
—		−350	10,000	$2,117
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	−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
IVV	iShares Core S&P 500 ETF	−8	1,971	$1,350,016
—		−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 International Equity Index Funds	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

105 tracked positions · $514,601,795 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 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	Added	1,195,107	+27,821	$61,870,689	+1.5%	14	unpriced	12.02%
FTCB	First Trust Core Investment Grade ETF	Added	2,231,568	+63,259	$47,376,188	+2.5%	3	$20.84	9.21%
IEFA	iShares Core MSCI EAFE ETF	Added	371,738	+18,404	$33,255,681	+7.8%	17	before history	6.46%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	226,428	+117,587	$32,598,839	+6.3%	17	before history	6.33%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	156,215	+4,548	$22,419,976	+4.9%	17	before history	4.36%
EFV	iShares MSCI EAFE Value ETF	Added	258,023	+9,341	$18,425,422	+9.2%	17	before history	3.58%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	112,814	+2,454	$17,463,607	+13.7%	17	before history	3.39%
XLF	State Street Corp Financial Services	Added	273,007	+15,356	$14,952,593	+7.7%	17	before history	2.91%
LMBS	First Trust Low Duration Opportunities ETF	Added	279,354	+8,668	$13,964,906	+3.6%	6	$49.02	2.71%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	79,606	+3,706	$12,348,482	+5.5%	17	before history	2.40%
IJR	iShares Core S&P Small-Cap ETF	Added	97,584	+1,797	$11,727,645	+3.0%	17	before history	2.28%
		Reduced	105,026	-13,352	$10,420,679	−11.5%	8	$99.30	2.02%
NVDA	Nvidia Corp Technology	Added	53,549	+2,432	$9,986,888	+4.7%	17	before history	1.94%
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	Added	78,137	+4,155	$9,198,287	+5.0%	17	before history	1.79%
IJH	iShares Core S&P Mid-Cap ETF	Added	136,294	+2,979	$8,995,404	+3.4%	17	before history	1.75%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	175,967	+93,001	$7,867,484	+6.1%	17	before history	1.53%
AAPL	Apple Inc. Technology	Reduced	28,220	-9	$7,671,889	+6.7%	17	before history	1.49%
PSK	State Street(R) SPDR(R) ICE Preferred Securities ETF	Added	229,950	+14,622	$7,287,115	+2.3%	17	before history	1.42%
VOO	VANGUARD 500 INDEX FUND	Added	11,272	+119	$7,069,009	+3.5%	17	before history	1.37%
MSFT	Microsoft Corp Technology	Added	13,557	+321	$6,556,436	−4.4%	17	before history	1.27%
		Reduced	67,854	-1,483	$6,200,498	−2.5%	17	before history	1.20%
DON	WisdomTree U.S. Midcap Dividend Fund	Added	115,814	+3,978	$5,976,002	+2.2%	17	before history	1.16%
		Added	76,017	+4,078	$5,905,000	—	17	before history	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,175	+567	$5,856,348	+5.4%	17	before history	1.14%
GOOG	Alphabet Inc. Communication Services	Reduced	17,247	-404	$5,412,108	+25.9%	17	before history	1.05%
SPY	Spdr S&P 500 ETF Trust	Added	7,786	+16	$5,309,429	+2.6%	17	before history	1.03%
ESGU	iShares ESG Aware MSCI USA ETF	Added	35,182	+16	$5,241,414	+2.4%	17	before history	1.02%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	43,722	+22,947	$5,220,844	+4.9%	17	before history	1.01%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	14,199	+309	$4,760,498	+4.4%	17	before history	0.93%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,883	+102	$4,589,394	+5.7%	7	$189.24	0.89%
WFC	Wells Fargo & Company Financial Services	Added	46,407	+383	$4,325,132	+12.1%	4	$75.18	0.84%
CB	Chubb Ltd Financial Services	Reduced	13,791	-60	$4,304,446	+10.1%	4	$278.04	0.84%
		Reduced	28,940	-6	$4,032,789	+2.7%	17	before history	0.78%
TOL	Toll Brothers, Inc. Consumer Cyclical	Added	28,877	+416	$3,904,747	−0.7%	7	$123.52	0.76%
IDGT	iShares U.S. Digital Infrastructure and Real Estate ETF	Added	45,769	+747	$3,890,365	−0.4%	5	unpriced	0.76%
NXPI	NXP Semiconductors N.V. Technology	Added	17,757	+704	$3,854,334	−0.8%	11	$196.84	0.75%
BSX	Boston Scientific Corp Healthcare	Added	40,224	+605	$3,835,358	−0.8%	7	$75.88	0.75%
PANW	Palo Alto Networks Inc Technology	Added	19,926	+258	$3,670,369	−8.4%	17	before history	0.71%
SUSC	iShares ESG Aware USD Corporate Bond ETF	Added	156,770	+3,030	$3,666,066	+1.2%	17	before history	0.71%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Added	76,527	+1,190	$3,661,816	+1.2%	17	before history	0.71%
IXN	iShares Global Tech ETF	Added	34,280	+1,817	$3,599,400	+7.4%	12	unpriced	0.70%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	30,850	+653	$3,081,298	+1.8%	17	before history	0.60%
ESGD	iShares ESG Aware MSCI EAFE ETF	Added	22,456	+465	$2,135,341	+4.4%	17	before history	0.41%
MS	Morgan Stanley Financial Services	Added	11,597	+428	$2,058,815	+16.0%	17	before history	0.40%
AVGO	Broadcom Inc. Technology	Added	5,937	+151	$2,054,795	+7.6%	17	before history	0.40%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Added	14,212	+102	$1,977,741	+0.1%	17	before history	0.38%
IBM	International Business Machines Corp Technology	Reduced	6,666	-33	$1,974,535	+4.5%	17	before history	0.38%
UPS	United Parcel Service Inc Industrials	Reduced	18,856	-88	$1,870,326	+18.2%	4	$110.46	0.36%
PRU	Prudential Financial Inc Financial Services	Added	15,940	+199	$1,799,307	+10.2%	4	$112.41	0.35%
GLW	Corning Inc Technology	Reduced	20,325	-77	$1,779,657	+6.3%	14	$35.46	0.35%

Showing the top 50 of 105 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.