§ 13F · FUND PROFILE
Long Run Wealth Advisors, LLC.
AUM · $509M (13F)Positions · 109Turnover · n/a · Q4Filed · Feb 2, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USIG | ISHARES TR | 1.20M | $62M | 11.7% | +2% |
| 2 | FTCB | FIRST TR EXCHANGE-TRADED FD | 2.23M | $47M | 8.9% | +3% |
| 3 | IEFA | ISHARES TR | 372K | $33M | 6.3% | +5% |
| 4 | XLK | SELECT SECTOR SPDR TR | 226K | $33M | 6.1% | +108% |
| 5 | VYM | VANGUARD WHITEHALL FDS | 156K | $22M | 4.2% | +3% |
| 6 | EFV | ISHARES TR | 258K | $18M | 3.5% | +4% |
| 7 | XLV | SELECT SECTOR SPDR TR | 113K | $17M | 3.3% | +2% |
| 8 | IEMG | ISHARES INC | 229K | $15M | 2.9% | +5% |
| 9 | XLF | SELECT SECTOR SPDR TR | 273K | $15M | 2.8% | +6% |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | 279K | $14M | 2.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONG SIGNAL
AC read
Long Run Wealth Advisors, LLC is a Other fund managing $509 million in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →