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Long Run Wealth Advisors, LLC
Period ended Dec 31, 2025 · Latest filing Feb 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2025: $530,687,273
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · USD INV GRDE ETF · 464288620 · shares: $61,870,700
- FIRST TR EXCHANGE-TRADED FD · CORE INVESTMENT · 33738D788 · shares: $47,376,189
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $33,255,681
- SELECT SECTOR SPDR TR · STATE STREET TEC · 81369Y803 · shares: $32,598,783
- VANGUARD WHITEHALL FDS · HIGH DIV YLD · 921946406 · shares: $22,420,030
- ISHARES TR · EAFE VALUE ETF · 464288877 · shares: $18,425,402
- SELECT SECTOR SPDR TR · STATE STREET HEA · 81369Y209 · shares: $17,463,663
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $15,362,534
- SELECT SECTOR SPDR TR · STATE STREET FIN · 81369Y605 · shares: $14,952,610
- FIRST TR EXCHANGE-TRADED FD · FST LOW OPPT EFT · 33739Q200 · shares: $13,964,907
Reported holdings
106 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | USD INV GRDE ETF | 464288620 | — | 1,195,107 shares | $61,870,700 |
| FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 33738D788 | — | 2,231,568 shares | $47,376,189 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 371,738 shares | $33,255,681 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | — | 226,428 shares | $32,598,783 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 156,215 shares | $22,420,030 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 258,023 shares | $18,425,402 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 | — | 112,814 shares | $17,463,663 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 228,541 shares | $15,362,534 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | — | 273,007 shares | $14,952,610 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | — | 279,354 shares | $13,964,907 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 | — | 79,606 shares | $12,348,447 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 97,584 shares | $11,727,611 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R523 | — | 105,026 shares | $10,420,705 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 53,549 shares | $9,986,911 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 | — | 78,137 shares | $9,198,260 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 136,294 shares | $8,995,397 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | — | 175,967 shares | $7,867,484 |
| APPLE INC | COM | 037833100 | — | 28,220 shares | $7,671,934 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A292 | — | 229,950 shares | $7,287,106 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 11,272 shares | $7,068,910 |
| MICROSOFT CORP | COM | 594918104 | — | 13,557 shares | $6,556,320 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | — | 67,854 shares | $6,200,480 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | — | 115,814 shares | $5,975,986 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 | — | 76,017 shares | $5,905,007 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 18,175 shares | $5,856,353 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 17,247 shares | $5,412,184 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 7,786 shares | $5,309,131 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 35,182 shares | $5,241,481 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 | — | 43,722 shares | $5,220,858 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 14,199 shares | $4,760,376 |
| AMAZON COM INC | COM | 023135106 | — | 19,883 shares | $4,589,394 |
| WELLS FARGO CO NEW | COM | 949746101 | — | 46,407 shares | $4,325,155 |
| CHUBB LIMITED | COM | H1467J104 | — | 13,791 shares | $4,304,570 |
| ISHARES TR | ESG OPTIMIZED | 464288802 | — | 28,940 shares | $4,032,653 |
| TOLL BROTHERS INC | COM | 889478103 | — | 28,877 shares | $3,904,744 |
| ISHARES TR | US DIGITAL INFRA | 464287531 | — | 45,769 shares | $3,890,343 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 17,757 shares | $3,854,419 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 40,224 shares | $3,835,358 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 19,926 shares | $3,670,369 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 | — | 156,770 shares | $3,666,012 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 76,527 shares | $3,661,795 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 | — | 34,280 shares | $3,599,369 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 30,850 shares | $3,081,318 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 22,456 shares | $2,135,327 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 11,597 shares | $2,058,816 |
| BROADCOM INC | COM | 11135F101 | — | 5,937 shares | $2,054,968 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 | — | 14,212 shares | $1,977,799 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 6,666 shares | $1,974,422 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | — | 18,856 shares | $1,870,338 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 15,940 shares | $1,799,283 |
| CORNING INC | COM | 219350105 | — | 20,325 shares | $1,779,664 |
| CLEARWAY ENERGY INC | CL A | 18539C105 | — | 55,138 shares | $1,732,421 |
| PFIZER INC | COM | 717081103 | — | 69,160 shares | $1,722,093 |
| AT&T INC | COM | 00206R102 | — | 67,675 shares | $1,681,038 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 69,810 shares | $1,676,825 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,633 shares | $1,617,639 |
| TEXAS INSTRS INC | COM | 882508104 | — | 9,265 shares | $1,607,418 |
| CROWN CASTLE INC | COM | 22822V101 | — | 17,723 shares | $1,575,032 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 24,048 shares | $1,572,739 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 12,284 shares | $1,478,277 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,971 shares | $1,350,141 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 24,882 shares | $1,258,526 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,381 shares | $1,196,810 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 15,509 shares | $1,148,744 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 | — | 8,322 shares | $1,072,136 |
| ISHARES TR | LOW CARBON OPTIM | 46434V464 | — | 4,553 shares | $1,049,603 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 6,214 shares | $996,755 |
| AMETEK INC | COM | 031100100 | — | 4,112 shares | $844,140 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 18,262 shares | $839,704 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 10,326 shares | $778,974 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 30,797 shares | $709,101 |
| WALMART INC | COM | 931142103 | — | 6,316 shares | $703,651 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 6,150 shares | $590,566 |
| VISA INC | COM CL A | 92826C839 | — | 1,660 shares | $582,218 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 | — | 10,559 shares | $565,004 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 6,298 shares | $547,233 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 3,384 shares | $503,190 |
| TESLA INC | COM | 88160R101 | — | 1,054 shares | $474,005 |
| ELI LILLY & CO | COM | 532457108 | — | 426 shares | $457,556 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 7,484 shares | $431,512 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 9,627 shares | $425,240 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | — | 7,708 shares | $406,366 |
| SALESFORCE INC | COM | 79466L302 | — | 1,468 shares | $388,929 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 1,969 shares | $377,240 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 | — | 5,627 shares | $351,151 |
| CHEVRON CORP NEW | COM | 166764100 | — | 2,277 shares | $347,014 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 1,459 shares | $327,865 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | — | 4,665 shares | $324,307 |
| COCA COLA CO | COM | 191216100 | — | 4,321 shares | $302,104 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 954 shares | $298,758 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | — | 3,240 shares | $297,878 |
| META PLATFORMS INC | CL A | 30303M102 | — | 422 shares | $278,333 |
| NISOURCE INC | COM | 65473P105 | — | 6,480 shares | $270,618 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 2,951 shares | $265,588 |
| ABBVIE INC | COM | 00287Y109 | — | 1,153 shares | $263,543 |
| CITIGROUP INC | COM NEW | 172967424 | — | 2,226 shares | $259,799 |
| GE AEROSPACE | COM NEW | 369604301 | — | 777 shares | $239,337 |
| HOME DEPOT INC | COM | 437076102 | — | 658 shares | $226,522 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 1,532 shares | $219,598 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 2,488 shares | $219,460 |