Institutional Manager · CIK 0001903296
Long Run Wealth Advisors, LLC
Lake Placid, NY · File #028-21474
Latest AUM
$530.7M
Positions
106
Top-10 Concentration
56.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025106 pos · $530.7M
- 13F HOLDINGS REPORTQ/E Sep 2025109 pos · $509.5M
- 13F HOLDINGS REPORTQ/E Jun 2025105 pos · $476.7M
- 13F HOLDINGS REPORTQ/E Mar 2025102 pos · $441.0M
- 13F HOLDINGS REPORTQ/E Dec 202498 pos · $417.3M
- 13F HOLDINGS REPORTQ/E Sep 2024104 pos · $424.8M
- 13F HOLDINGS REPORTQ/E Jun 2024101 pos · $395.0M
- 13F HOLDINGS REPORTQ/E Mar 202495 pos · $379.9M
- 13F HOLDINGS REPORTQ/E Dec 202382 pos · $308.3M
- 13F HOLDINGS REPORTQ/E Sep 202396 pos · $313.3M
- 13F HOLDINGS REPORTQ/E Jun 202393 pos · $293.8M
- 13F HOLDINGS REPORTQ/E Mar 202394 pos · $278.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288620 | 1,195,107 | $61.9M | 12.60% |
| 2 | FIRST TR EXCHANGE-TRADED FD | 33738D788 | 2,231,568 | $47.4M | 9.65% |
| 3 | ISHARES TR | 46432F842 | 371,738 | $33.3M | 6.77% |
| 4 | SELECT SECTOR SPDR TR | 81369Y803 | 226,428 | $32.6M | 6.64% |
| 5 | VANGUARD WHITEHALL FDS | 921946406 | 156,215 | $22.4M | 4.57% |
| 6 | ISHARES TR | 464288877 | 258,023 | $18.4M | 3.75% |
| 7 | SELECT SECTOR SPDR TR | 81369Y209 | 112,814 | $17.5M | 3.56% |
| 8 | ISHARES INC | 46434G103 | 228,541 | $15.4M | 3.13% |
| 9 | SELECT SECTOR SPDR TR | 81369Y605 | 273,007 | $15.0M | 3.05% |
| 10 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 279,354 | $14.0M | 2.84% |
| 11 | SELECT SECTOR SPDR TR | 81369Y704 | 79,606 | $12.3M | 2.52% |
| 12 | ISHARES TR | 464287804 | 97,584 | $11.7M | 2.39% |
| 13 | SPDR SERIES TRUST | 78468R523 | 105,026 | $10.4M | 2.12% |
| 14 | NVIDIA CORPORATION | NVDA | 53,549 | $10.0M | 2.03% |
| 15 | SELECT SECTOR SPDR TR | 81369Y852 | 78,137 | $9.2M | 1.87% |
| 16 | ISHARES TR | 464287507 | 136,294 | $9.0M | 1.83% |
| 17 | SELECT SECTOR SPDR TR | 81369Y506 | 175,967 | $7.9M | 1.60% |
| 18 | APPLE INC | AAPL | 28,220 | $7.7M | 1.56% |
| 19 | SPDR SERIES TRUST | 78464A292 | 229,950 | $7.3M | 1.48% |
| 20 | VANGUARD INDEX FDS | 922908363 | 11,272 | $7.1M | 1.44% |