Long Run Wealth Advisors, LLC 13F Holdings · last filed Q4 2025
Long Run Wealth Advisors, LLC reported 106 securities worth $530.69M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: USIG (11.66%), FTCB (8.93%), IEFA (6.27%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USIG | ISHARES TR | $61.9M | 11.66% | 1.2M | Added |
| 2 | FTCB | FIRST TR EXCHANGE-TRADED FD | $47.4M | 8.93% | 2.2M | Added |
| 3 | IEFA | ISHARES TR | $33.3M | 6.27% | 371,738 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $32.6M | 6.14% | 226,428 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $22.4M | 4.22% | 156,215 | Added |
| 6 | EFV | ISHARES TR | $18.4M | 3.47% | 258,023 | Added |
| 7 | XLV | SELECT SECTOR SPDR TR | $17.5M | 3.29% | 112,814 | Added |
| 8 | IEMG | ISHARES INC | $15.4M | 2.89% | 228,541 | Added |
| 9 | XLF | SELECT SECTOR SPDR TR | $15.0M | 2.82% | 273,007 | Added |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | $14.0M | 2.63% | 279,354 | Added |
| 11 | XLI | SELECT SECTOR SPDR TR | $12.3M | 2.33% | 79,606 | Added |
| 12 | IJR | ISHARES TR | $11.7M | 2.21% | 97,584 | Added |
| 13 | BILS | SPDR SERIES TRUST | $10.4M | 1.96% | 105,026 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $10.0M | 1.88% | 53,549 | Added |
| 15 | XLC | SELECT SECTOR SPDR TR | $9.2M | 1.73% | 78,137 | Added |
| 16 | IJH | ISHARES TR | $9.0M | 1.70% | 136,294 | Added |
| 17 | XLE | SELECT SECTOR SPDR TR | $7.9M | 1.48% | 175,967 | Added |
| 18 | AAPL | APPLE INC | $7.7M | 1.45% | 28,220 | Trimmed |
| 19 | PSK | SPDR SERIES TRUST | $7.3M | 1.37% | 229,950 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $7.1M | 1.33% | 11,272 | Added |
| 21 | MSFT | MICROSOFT CORP | $6.6M | 1.24% | 13,557 | Added |
| 22 | BIL | SPDR SERIES TRUST | $6.2M | 1.17% | 67,854 | Trimmed |
| 23 | DON | WISDOMTREE TR | $6.0M | 1.13% | 115,814 | Added |
| 24 | XLP | SELECT SECTOR SPDR TR | $5.9M | 1.11% | 76,017 | Added |
| 25 | JPM | JPMORGAN CHASE & CO. | $5.9M | 1.10% | 18,175 | Added |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR