Long Run Wealth Advisors, LLC
•CIK: 1903296•Filing: Q4 2025
**Long Run Wealth Advisors, LLC** manages $531M across a diversified portfolio of 106 positions. The fund exhibits significant concentration in USIG ($61.9M) and FTCB ($47.4M), suggesting a focus on specific defensive or sector-specific value plays. Notable allocations also include international exposure via IEFA ($33.3M) and technology/industry themes through XLK ($32.6M) and XLV ($17.5M). This positioning indicates a disciplined, multi-asset approach targeting established market leaders.
Total AUM
$530.7M
QoQ Performance
+4.2%
Positions
67
Top 10 Concentration
52.3%
Latest Filing
Q4 2025
Top Holdings Allocation
USIG
FTCB
IEFA
XLK
USIG11.7%
FTCB8.9%
IEFA6.3%
XLK6.1%
VYM4.2%
EFV3.5%
XLV3.3%
IEMG2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.7%
Technology7.6%
Financial3.4%
ETF2.6%
Consumer1.2%
Healthcare0.5%
Industrial0.4%
Communication0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑78 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023