Long Run Wealth Advisors, LLC

Name: Long Run Wealth Advisors, LLC 13F holdings, Q4 2025
Creator: Long Run Wealth Advisors, LLC
Published: 2026-02-02

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Long Run Wealth Advisors, LLC reported 106 stock positions worth $530.7 million. Its top holding was iShares Broad Usd Investment (USIG) at 11.7% of the portfolio, followed by FT Core Investment Grade ETF (FTCB, 8.9%) and iShares Core MSCI Eafe ETF (IEFA, 6.3%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 78 and reduced 26. The biggest buy was SS Health Care Select Sector (XLV, shares +2%) and the biggest sale SS Spdrb B 3-12M T-Bill ETF (BILS, shares −11%).

Most Recent 13F: Q4 2025
Location: Lake Placid, NY
CIK: 0001903296
Portfolio Value: $530.7M (Q4 2025)
SEC Filing: 0002085853-26-000159 ↗ filed Feb 2, 2026

Holdings Value

Holdings 106 stocks · $530.7M


USIG iShares Broad Usd Investment	11.66%	1,195,107	$61.9M	Add +2.4%
FTCB FT Core Investment Grade ETF	8.93%	2,231,568	$47.4M	Add +2.9%
IEFA iShares Core MSCI Eafe ETF	6.27%	371,738	$33.3M	Add +5.2%
XLK SS Technology Select Sector	6.14%	226,428	$32.6M	Add +4.0%
VYM Vanguard High DVD Yield ETF	4.22%	156,215	$22.4M	Add +3.0%
EFV iShares MSCI Eafe Value ETF	3.47%	258,023	$18.4M	Add +3.8%
XLV SS Health Care Select Sector	3.29%	112,814	$17.5M	Add +2.2%
IEMG iShares Core MSCI Emerging	2.89%	228,541	$15.4M	Add +4.7%
XLF SS Financial Select Sector	2.82%	273,007	$15.0M	Add +6.0%
LMBS First Trust Low Duration Opp	2.63%	279,354	$14.0M	Add +3.2%
XLI SS Industrial Select Sector	2.33%	79,606	$12.3M	Add +4.9%
IJR iShares Core S&P Small-Cap E	2.21%	97,584	$11.7M	Add +1.9%
BILS SS Spdrb B 3-12M T-Bill ETF	1.96%	105,026	$10.4M	Reduce -11.3%
NVDA Nvidia Corp.	1.88%	53,549	$10.0M	Add +4.8%
XLC SS Comm Select Sector SPDR	1.73%	78,137	$9.2M	Add +5.6%
IJH iShares Core S&P Midcap ETF	1.70%	136,294	$9.0M	Add +2.2%
XLE SS Energy Select Sector	1.48%	175,967	$7.9M	Add +6.0%
AAPL Apple Inc.	1.45%	28,220	$7.7M	Reduce -0.0%
PSK SS SPDR Ice Pref Sec ETF	1.37%	229,950	$7.3M	Add +6.8%
VOO Vanguard S&P 500 ETF	1.33%	11,272	$7.1M	Add +1.1%
MSFT Microsoft Corp.	1.24%	13,557	$6.6M	Add +2.4%
BIL SS SPDR BB 1-3M T-Bill ETF	1.17%	67,854	$6.2M	Reduce -2.1%
DON Wisdomtree US Midcap Dividen	1.13%	115,814	$6.0M	Add +3.6%
XLP SS Consumer Staples Sel Sect	1.11%	76,017	$5.9M	Add +5.7%
JPM JPMorgan Chase & Co.	1.10%	18,175	$5.9M	Add +3.2%
GOOG Alphabet Inc. Class C	1.02%	17,247	$5.4M	Reduce -2.3%
SPY SS SPDR S&P 500 ETF Trust-US	1.00%	7,786	$5.3M	Add +0.2%
ESGU iShares ESG Aware MSCI USA	0.99%	35,182	$5.2M	Add +0.1%
XLY SS Consumer Disc Select Sect	0.98%	43,722	$5.2M	Add +5.2%
VTI VG Morningstar TS MKT ETF-US	0.90%	14,199	$4.8M	Add +2.2%
AMZN Amazon.com Inc.	0.86%	19,883	$4.6M	Add +0.5%
WFC Wells Fargo & Co.	0.81%	46,407	$4.3M	Add +0.8%
CB Chubb Ltd.	0.81%	13,791	$4.3M	Reduce -0.4%
SUSA iShares ESG Optimized MSCI U	0.76%	28,940	$4.0M	Reduce -0.0%
TOL Toll Brothers Inc.	0.74%	28,877	$3.9M	Add +1.5%
IDGT iShares US DGTL Infra & R/E	0.73%	45,769	$3.9M	Add +1.7%
NXPI NXP Semiconductors NV	0.73%	17,757	$3.9M	Add +4.1%
BSX Boston Scientific Corp.	0.72%	40,224	$3.8M	Add +1.5%
PANW Palo Alto Networks Inc.	0.69%	19,926	$3.7M	Add +1.3%
SUSC iShares ESG Aware Usd Corpor	0.69%	156,770	$3.7M	Add +2.0%
EAGG iShares ESG Aware US Aggrega	0.69%	76,527	$3.7M	Add +1.6%
IXN iShares Global Tech ETF	0.68%	34,280	$3.6M	Add +5.6%
AGG iShares Core U.S. Aggregate	0.58%	30,850	$3.1M	Add +2.2%
ESGD iShares Trust iShares ESG Aw	0.40%	22,456	$2.1M	Add +2.1%
MS Morgan Stanley	0.39%	11,597	$2.1M	Add +3.8%
AVGO Broadcom Inc.	0.39%	5,937	$2.1M	Add +2.6%
SDY SS SPDR S&P Dividend ETF	0.37%	14,212	$2.0M	Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.37%	6,666	$2.0M	Reduce -0.5%
UPS United Parcel Service Class B	0.35%	18,856	$1.9M	Reduce -0.5%
PRU Prudential Financial Inc.	0.34%	15,940	$1.8M	Add +1.3%
GLW Corning Inc.	0.34%	20,325	$1.8M	Reduce -0.4%
CWEN.A Clearway Energy Inc. Class A	0.33%	55,138	$1.7M	Reduce -1.5%
PFE Pfizer Inc.	0.32%	69,160	$1.7M	Add +1.1%
T AT&T Inc.	0.32%	67,675	$1.7M	Add +4.5%
HPE Hewlett Packard Enterprise	0.32%	69,810	$1.7M	Add +2.6%
QQQ Invesco QQQ Trust Series 1	0.30%	2,633	$1.6M	Add +0.3%
TXN Texas Instruments Inc.	0.30%	9,265	$1.6M	Add +4.9%
CCI Crown Castle Inc.	0.30%	17,723	$1.6M	Add +2.4%
UL Unilever PLC-Sponsored ADR	0.30%	24,048	$1.6M	Add +1.9%
XOM Exxon Mobil Corp.	0.28%	12,284	$1.5M	Add +1.2%
IVV iShares Core S&P 500 ETF	0.25%	1,971	$1.4M	Reduce -0.4%
ICSH iShares Ultra Short Duration	0.24%	24,882	$1.3M	Add +4.9%
BRK.B Berkshire Hathaway Inc. Class B	0.23%	2,381	$1.2M	Reduce -0.0%
BND Vanguard Total Bond Market	0.22%	15,509	$1.1M	Add +1.4%
DSI iShares ESG MSCI KLD 400 ETF	0.20%	8,322	$1.1M	Add +0.6%
CRBN Ish Low Car Opt Ms Ac ETF-US	0.20%	4,553	$1.0M	Add +0.3%
PM Philip Morris International	0.19%	6,214	$997K	Add +47.1%
AME Ametek Inc.	0.16%	4,112	$844K	Reduce -2.3%
ESML iShares ESG Aware MSCI USA S	0.16%	18,262	$840K	Add +1.0%
VXUS Vanguard Total Intl Stock	0.15%	10,326	$779K	Add +17.6%
GOVT iShares US Treasury Bond ETF	0.13%	30,797	$709K	Add +40.9%
WMT Walmart Inc.	0.13%	6,316	$704K	Reduce -2.9%
EFA iShares MSCI Eafe ETF	0.11%	6,150	$591K	Add +9.9%
V Visa Inc. Class A	0.11%	1,660	$582K	Reduce -1.7%
NYF iShares New York Muni Bond E	0.11%	10,559	$565K	Add +0.2%
BE Bloom Energy Corp. Class A	0.10%	6,298	$547K	Reduce -1.6%
ITOT iShares Core S&P Total U.S.	0.09%	3,384	$503K	Add +19.5%
TSLA Tesla Inc.	0.09%	1,054	$474K	Add +48.9%
LLY Eli Lilly & Co.	0.09%	426	$458K	Add +51.6%
MO Altria Group Inc.	0.08%	7,484	$432K	Add +1.5%
ESGE iShares Inc. iShares ESG Awar	0.08%	9,627	$425K	Add +1.7%
TQQQ Proshares Ultrapro QQQ	0.08%	7,708	$406K	Reduce -7.7%
CRM Salesforce Inc.	0.07%	1,468	$389K	Add +2.5%
RSP Invesco S&P 500 Equal Weight	0.07%	1,969	$377K	Add +0.4%
SLF Sun Life Financial Inc.	0.07%	5,627	$351K	Add +0.5%
CVX Chevron Corp.	0.07%	2,277	$347K	Add +10.8%
FTEC Fidelity MSCI Info Tech Indx	0.06%	1,459	$328K	Add +2.6%
BLV Vanguard Long-Term Bond ETF	0.06%	4,665	$324K	Add +1.6%
KO The Coca-Cola Co.	0.06%	4,321	$302K	Reduce -4.3%
GOOGL Alphabet Inc. Class A	0.06%	954	$299K	Add +0.6%
AZN Astrazeneca PLC-Spons ADR	0.06%	3,240	$298K	Reduce -4.0%
META Meta Platforms Inc. Class A	0.05%	422	$278K	Reduce -2.5%
NI Nisource Inc.	0.05%	6,480	$271K	Add +0.7%
VYMI Vanguard Int High DVD YLD Inc.	0.05%	2,951	$266K	Add +2.8%
ABBV Abbvie Inc.	0.05%	1,153	$264K	Add +0.6%
C Citigroup Inc.	0.05%	2,226	$260K	Reduce -1.7%
GE General Electric filed as GE AEROSPACE	0.05%	777	$239K	Add +0.1%
HD Home Depot Inc.	0.04%	658	$227K	Reduce -3.8%
PG The Procter & Gamble Co.	0.04%	1,532	$220K	Reduce -7.8%
PFG Principal Financial Group	0.04%	2,488	$219K	Add +0.9%

Show all 106 holdings

Portfolio Sells Q3 2025 → Q4 2025


BILS SS Spdrb B 3-12M T-Bill ETF	Reduce -11.3%	1.96%	−0.35
BIL SS SPDR BB 1-3M T-Bill ETF	Reduce -2.1%	1.17%	−0.08
FISV Fiserv Inc.	Sold out	0.00%	−0.08
GRMN Garmin Ltd.	Sold out	0.00%	−0.05
WMB Williams Cos Inc.	Sold out	0.00%	−0.04
HD Home Depot Inc.	Reduce -3.8%	0.04%	−0.01
SUSA iShares ESG Optimized MSCI U	Reduce -0.0%	0.76%	−0.01
META Meta Platforms Inc. Class A	Reduce -2.5%	0.05%	−0.01
BRK.B Berkshire Hathaway Inc. Class B	Reduce -0.0%	0.23%	−0.01
PG The Procter & Gamble Co.	Reduce -7.8%	0.04%	−0.01
TQQQ Proshares Ultrapro QQQ	Reduce -7.7%	0.08%	−0.01
ADP Automatic Data Processing	Reduce -0.3%	0.04%	−0.01
IVV iShares Core S&P 500 ETF	Reduce -0.4%	0.25%	−0.01
SOL Emeren Group Ltd.	Sold out	0.00%	−0.00
V Visa Inc. Class A	Reduce -1.7%	0.11%	−0.00
MCD McDonald's Corp.	Reduce -4.2%	0.04%	−0.00
BE Bloom Energy Corp. Class A	Reduce -1.6%	0.10%	−0.00
KO The Coca-Cola Co.	Reduce -4.3%	0.06%	−0.00
ORIGIN MATERIALS INC	Reduce -3.4%	0.00%	−0.00
WMT Walmart Inc.	Reduce -2.9%	0.13%	+0.00
IBM Intl Business Machines Corp.	Reduce -0.5%	0.37%	+0.00
AME Ametek Inc.	Reduce -2.3%	0.16%	+0.00
C Citigroup Inc.	Reduce -1.7%	0.05%	+0.00
AZN Astrazeneca PLC-Spons ADR	Reduce -4.0%	0.06%	+0.01
GLW Corning Inc.	Reduce -0.4%	0.34%	+0.01
CWEN.A Clearway Energy Inc. Class A	Reduce -1.5%	0.33%	+0.03
AAPL Apple Inc.	Reduce -0.0%	1.45%	+0.03
UPS United Parcel Service Class B	Reduce -0.5%	0.35%	+0.04
CB Chubb Ltd.	Reduce -0.4%	0.81%	+0.04
GOOG Alphabet Inc. Class C	Reduce -2.3%	1.02%	+0.18

Portfolio Buys Q3 2025 → Q4 2025


XLV SS Health Care Select Sector	Add +2.2%	3.29%	+0.28
IEFA iShares Core MSCI Eafe ETF	Add +5.2%	6.27%	+0.21
EFV iShares MSCI Eafe Value ETF	Add +3.8%	3.47%	+0.16
XLK SS Technology Select Sector	Add +4.0%	6.14%	+0.12
XLF SS Financial Select Sector	Add +6.0%	2.82%	+0.09
IEMG iShares Core MSCI Emerging	Add +4.7%	2.89%	+0.07
WFC Wells Fargo & Co.	Add +0.8%	0.81%	+0.06
PM Philip Morris International	Add +47.1%	0.19%	+0.05
LLY Eli Lilly & Co.	Add +51.6%	0.09%	+0.04
VEU Vanguard Ftse All-World Ex-U	New	0.04%	+0.04
MS Morgan Stanley	Add +3.8%	0.39%	+0.04
GOVT iShares US Treasury Bond ETF	Add +40.9%	0.13%	+0.03
XLI SS Industrial Select Sector	Add +4.9%	2.33%	+0.03
VYM Vanguard High DVD Yield ETF	Add +3.0%	4.22%	+0.03
XLE SS Energy Select Sector	Add +6.0%	1.48%	+0.03
TSLA Tesla Inc.	Add +48.9%	0.09%	+0.03
IXN iShares Global Tech ETF	Add +5.6%	0.68%	+0.02
VXUS Vanguard Total Intl Stock	Add +17.6%	0.15%	+0.02
PRU Prudential Financial Inc.	Add +1.3%	0.34%	+0.02
XLC SS Comm Select Sector SPDR	Add +5.6%	1.73%	+0.01
ITOT iShares Core S&P Total U.S.	Add +19.5%	0.09%	+0.01
JPM JPMorgan Chase & Co.	Add +3.2%	1.10%	+0.01
AVGO Broadcom Inc.	Add +2.6%	0.39%	+0.01
AMZN Amazon.com Inc.	Add +0.5%	0.86%	+0.01
GOOGL Alphabet Inc. Class A	Add +0.6%	0.06%	+0.01
XOM Exxon Mobil Corp.	Add +1.2%	0.28%	+0.01
NVDA Nvidia Corp.	Add +4.8%	1.88%	+0.01
EFA iShares MSCI Eafe ETF	Add +9.9%	0.11%	+0.01
CRM Salesforce Inc.	Add +2.5%	0.07%	+0.01
XLY SS Consumer Disc Select Sect	Add +5.2%	0.98%	+0.01
XLP SS Consumer Staples Sel Sect	Add +5.7%	1.11%	+0.01
CVX Chevron Corp.	Add +10.8%	0.07%	+0.00
VYMI Vanguard Int High DVD YLD Inc.	Add +2.8%	0.05%	+0.00
VTI VG Morningstar TS MKT ETF-US	Add +2.2%	0.90%	+0.00
PFG Principal Financial Group	Add +0.9%	0.04%	+0.00
ESGD iShares Trust iShares ESG Aw	Add +2.1%	0.40%	+0.00
ICSH iShares Ultra Short Duration	Add +4.9%	0.24%	+0.00
SLF Sun Life Financial Inc.	Add +0.5%	0.07%	+0.00
FTEC Fidelity MSCI Info Tech Indx	Add +2.6%	0.06%	−0.00
IUSV iShares Core S&P U.S. Value	Add +0.5%	0.04%	−0.00
ESGE iShares Inc. iShares ESG Awar	Add +1.7%	0.08%	−0.00
GE General Electric	Add +0.1%	0.05%	−0.00
ESML iShares ESG Aware MSCI USA S	Add +1.0%	0.16%	−0.00
RSP Invesco S&P 500 Equal Weight	Add +0.4%	0.07%	−0.00
ABBV Abbvie Inc.	Add +0.6%	0.05%	−0.00
DSI iShares ESG MSCI KLD 400 ETF	Add +0.6%	0.20%	−0.00
BLV Vanguard Long-Term Bond ETF	Add +1.6%	0.06%	−0.00
NI Nisource Inc.	Add +0.7%	0.05%	−0.00
NYF iShares New York Muni Bond E	Add +0.2%	0.11%	−0.00
QQQ Invesco QQQ Trust Series 1	Add +0.3%	0.30%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q4 2025	106	$530.7M	USIG, FTCB, IEFA, XLK, VYM
Q3 2025	109	$509.5M	USIG, FTCB, IEFA, XLK, VYM
Q2 2025	105	$476.7M	USIG, FTCB, IEFA, XLK, VYM
Q1 2025	102	$441.0M	USIG, FIXD, IEFA, XLK, VYM
Q4 2024	98	$417.3M	USIG, FIXD, IEFA, XLK, VYM
Q3 2024	104	$424.8M	USIG, FIXD, IEFA, XLK, VYM
Q2 2024	101	$395.0M	USIG, FIXD, XLK, IEFA, VYM
Q1 2024	95	$379.9M	USIG, FIXD, IEFA, XLK, VYM