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Portfolio (Quarterly) Guide ↗

Long Run Wealth Advisors, LLC

· CIK 0001903296
13F Portfolio $531M AUM 106 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 70 Added 16 Reduced 5 Exited
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVV ISHARES TR 1,971.0 $1.4M 0.25% $685.00 +8.4%
62 ICSH ISHARES TR 24,882.0 $1.3M 0.24% +1K +4.9% $50.58 -0.1%
63 BERKSHIRE HATHAWAY INC DEL 2,381.0 $1.2M 0.23% $502.65
64 BND VANGUARD BD INDEX FDS 15,509.0 $1.1M 0.22% +208.0 +1.4% $74.07 -1.7%
65 DSI ISHARES TR 8,322.0 $1.1M 0.20% +47.0 +0.6% $128.83 +9.1%
66 CRBN ISHARES TR 4,553.0 $1.0M 0.20% $230.53 +8.4%
67 PM PHILIP MORRIS INTL INC Consumer Defensive 6,214.0 $997K 0.19% +2K +47.1% $160.40 +16.8%
68 AME AMETEK INC Industrials 4,112.0 $844K 0.16% -95.0 -2.3% $205.29 +9.1%
69 ESML ISHARES TR 18,262.0 $840K 0.16% +179.0 +1.0% $45.98 +11.4%
70 VXUS VANGUARD STAR FDS 10,326.0 $779K 0.15% +2K +17.6% $75.44 +11.2%
71 GOVT ISHARES TR 30,797.0 $709K 0.13% +9K +40.9% $23.03 -1.9%
72 WMT WALMART INC Consumer Defensive 6,316.0 $704K 0.13% -191.0 -2.9% $111.41 +18.8%
73 EFA ISHARES TR 6,150.0 $591K 0.11% +552.0 +9.9% $96.03 +7.6%
74 V VISA INC Financial Services 1,660.0 $582K 0.11% -29.0 -1.7% $350.73 -6.0%
75 NYF ISHARES TR 10,559.0 $565K 0.11% $53.51 -0.9%
76 BE BLOOM ENERGY CORP Industrials 6,298.0 $547K 0.10% -100.0 -1.6% $86.89 +225.2%
77 ITOT ISHARES TR 3,384.0 $503K 0.10% +552.0 +19.5% $148.70 +8.5%
78 TSLA TESLA INC Consumer Cyclical 1,054.0 $474K 0.09% +346.0 +48.9% $449.72 -8.2%
79 LLY ELI LILLY & CO Healthcare 426.0 $458K 0.09% +145.0 +51.6% $1074.08 -6.2%
80 MO ALTRIA GROUP INC Consumer Defensive 7,484.0 $432K 0.08% +112.0 +1.5% $57.66 +28.1%
Page 4 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.7%
Financial Services 26.3%
Consumer Cyclical 9.3%
Communication Services 7.6%
Healthcare 6.2%
Industrials 3.7%
Consumer Defensive 2.6%
Energy 1.8%
Real Estate 1.6%
Utilities 0.3%