Long Run Wealth Advisors, LLC
CIK 1903296 · Holdings on Dec 31, 2025 · First reported Feb 2, 2026
Top ten holdings
Q4 2025- USIG11.66%
- FTCB8.93%
- IEFA6.27%
- XLK6.14%
- VYM4.22%
- EFV3.47%
- XLV3.29%
- IEMG2.89%
- XLF2.82%
- LMBS2.63%
Share classes counted separately52.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BILSWeight decreased · -0.35 pp2.31% → 1.96%Shares -13.35K (-11.28%)
- USIGWeight decreased · -0.30 pp11.96% → 11.66%Shares +27.82K (+2.38%)
- XLVWeight increased · +0.28 pp3.01% → 3.29%Shares +2.45K (+2.22%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | USIGISHARES BROAD USD INVESTMENTUSD INV GRDE ETF View history and evidence | $61.87M | 11.66% | 1.20M shares | 11.96% → 11.66%-0.30 pp +27.82K (+2.38%) | Added | ▾ |
| 02 | FTCBFT CORE INVESTMENT GRADE ETFCORE INVESTMENT View history and evidence | $47.38M | 8.93% | 2.23M shares | 9.07% → 8.93%-0.14 pp +63.26K (+2.92%) | Added | ▾ |
| 03 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $33.26M | 6.27% | 371.74K shares | 6.05% → 6.27%+0.22 pp +18.40K (+5.21%) | Added | ▾ |
| 04 | XLKSS TECHNOLOGY SELECT SECTORSTATE STREET TEC View history and evidence | $32.60M | 6.14% | 226.43K shares | 6.02% → 6.14%+0.12 pp +117.59K (+108.04%) | Added | ▾ |
| 05 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $22.42M | 4.22% | 156.22K shares | 4.20% → 4.22%+0.02 pp +4.55K (+3.00%) | Added | ▾ |
| 06 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $18.43M | 3.47% | 258.02K shares | 3.31% → 3.47%+0.16 pp +9.34K (+3.76%) | Added | ▾ |
| 07 | XLVSS HEALTH CARE SELECT SECTORSTATE STREET HEA View history and evidence | $17.46M | 3.29% | 112.81K shares | 3.01% → 3.29%+0.28 pp +2.45K (+2.22%) | Added | ▾ |
| 08 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $15.36M | 2.89% | 228.54K shares | 2.82% → 2.89%+0.07 pp +10.29K (+4.72%) | Added | ▾ |
| 09 | XLFSS FINANCIAL SELECT SECTORSTATE STREET FIN View history and evidence | $14.95M | 2.82% | 273.01K shares | 2.72% → 2.82%+0.10 pp +15.36K (+5.96%) | Added | ▾ |
| 10 | LMBSFIRST TRUST LOW DURATION OPPFST LOW OPPT EFT View history and evidence | $13.96M | 2.63% | 279.35K shares | 2.65% → 2.63%-0.02 pp +8.67K (+3.20%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 904767704 UNILEVER PLC | Non-derivative | -26,572 | -$1.58M | SEC filing ↗ | SEC filing ↗ |
| FISV FISERV INC | Non-derivative | -2,989 | -$385.37K | SEC filing ↗ | SEC filing ↗ |
| GRMN GARMIN LTD | Non-derivative | -972 | -$239.36K | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1903296 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 530687273
}Research all 106 reported holdings.
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