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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 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VEU VANGUARD INTL EQUITY INDEX F 2,977.0 $219K 0.04% NEW $73.55 +10.1%
102 MCD MCDONALDS CORP Consumer Cyclical 713.0 $218K 0.04% -31.0 -4.2% $305.64 -9.1%
103 IUSV ISHARES TR 2,084.0 $214K 0.04% +11.0 +0.5% $102.55 +5.9%
104 ADP AUTOMATIC DATA PROCESSING IN Industrials 806.0 $207K 0.04% $257.14 -16.1%
105 IYW ISHARES TR 1,037.0 $207K 0.04% $199.67 +18.1%
106 ORIGIN MATERIALS INC 10,000.0 $2K -350.0 -3.4% $0.21
Page 6 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%