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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) |
|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 2,977 shares | $218,953 |
| MCDONALDS CORP | COM | 580135101 | — | 713 shares | $217,922 |
| ISHARES TR | CORE S&P US VLU | 464287663 | — | 2,084 shares | $213,720 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 806 shares | $207,251 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 1,037 shares | $207,053 |
| ORIGIN MATERIALS INC | COM | 68622D106 | — | 10,000 shares | $2,117 |