StockDriftsStockDriftsTop 50 Long Run Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USIG | ISHARES TR | 11.67% | 1.20M | $61.9M | +2.38%(+27.82K) | $50.34(+2.45%) | 2025-12-31 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 8.93% | 2.23M | $47.4M | +2.92%(+63.26K) | $21.03(+0.43%) | 2025-12-31 | |
| IEFA | ISHARES TR | 6.27% | 371.7K | $33.3M | +5.21%(+18.40K) | $71.55(+34.77%) | 2025-12-31 | |
| XLK | SELECT SECTOR SPDR TR | 6.15% | 226.4K | $32.6M | +108.04%(+117.59K) | $90.54(+66.01%) | 2025-12-31 | |
| VYM | VANGUARD WHITEHALL FDS | 4.23% | 156.2K | $22.4M | +3.00%(+4.55K) | $111.57(+37.18%) | 2025-12-31 | |
| EFV | ISHARES TR | 3.47% | 258.0K | $18.4M | +3.76%(+9.34K) | $51.55(+51.81%) | 2025-12-31 | |
| XLV | SELECT SECTOR SPDR TR | 3.29% | 112.8K | $17.5M | +2.22%(+2.45K) | $134.75(+9.66%) | 2025-12-31 | |
| IEMG | ISHARES INC | 2.9% | 228.5K | $15.4M | +4.72%(+10.29K) | $53.58(+42.39%) | 2025-12-31 | |
| XLF | SELECT SECTOR SPDR TR | 2.82% | 273.0K | $15.0M | +5.96%(+15.36K) | $41.05(+27.08%) | 2025-12-31 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.63% | 279.4K | $14.0M | +3.20%(+8.67K) | $48.86(+2.56%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.38% | +38.17% | — | — | +18.54% |
| Top 20 Holdings Unweighted | +14.94% | +51.84% | — | — | +26.47% |
Long Run Wealth Advisors, Llc reports $530.69M in US-listed equity holdings across 106 positions in its most recent 13F filing. Its largest disclosed positions are USIG (11.7%), FTCB (8.9%) and IEFA (6.3%). The top 20 holdings account for 69.8% of reported assets. Its disclosed equity book has returned +38.17% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Long Run Wealth Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903296). View Long Run Wealth Advisors, Llc’s 13F filings on SEC