Managers / Q3 2025 · view latest →
Long Run Wealth Advisors, LLC
CIK 0001903296 · 55 BARN RD, LAKE PLACID, NY, USA, SUITE 206, LAKE PLACID, NY, 12946 · 518-523-8050
Reported Value
$509M
Q3 2025
Positions
109
Filings on Record
17
2019–present window
Filed
Oct 9, 2025
original filing
Summary
Long Run Wealth Advisors, Llc reported $509M in U.S.-listed holdings across 109 positions for Q3 2025.
Its largest position, USIG, represents 12.0% of the portfolio.
Compared with Q2 2025, the fund opened 8 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2025 | $531M | 106 | Feb 2, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $509M | 109 | Oct 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $477M | 105 | Aug 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $441M | 102 | Apr 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $417M | 98 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $425M | 104 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $395M | 101 | Jul 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $380M | 95 | Apr 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $346M | 93 | Jan 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $308M | 82 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $313M | 96 | Jul 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $294M | 93 | Apr 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $278.0B | 94 | Jan 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $252M | 94 | Nov 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $258M | 90 | Jul 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $286M | 96 | Apr 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $288M | 98 | Jan 21, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.