Long Run Wealth Advisors, LLC

All 13F Filings

Location
Lake Placid, NY
Most recent 13F
Q4 2025
Holdings value ($000)
530,687
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/2/2026 106 530,687 13F-HR Long Run Wealth Advisors, LLC
Q3 2025 10/9/2025 109 509,495 13F-HR Long Run Wealth Advisors, LLC
Q2 2025 8/6/2025 105 476,735 13F-HR Long Run Wealth Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 411.3 K 77.5% 26.32 K 0 26.32 K
ETFs 119 K 22.4% 0 5.127 K -5.127 K
Debt 324 0.1% 0 1 -1
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Fund Snapshot

Q4 2025
Latest filed
2/2/2026
Total value ($000)
530,687
Holdings
106
QoQ value change ($000)
21,192 (4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.