13F Filings History of Long Run Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$530,687,273
Signature - Title
Lynn M Magnus - CCO
Location
Lake Placid, NY
Summary
This page shows a list of all the recent 13F filings made by Long Run Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Long Run Wealth Advisors, LLC reported 106 stock holdings with total value $530,687,273 as of Q4 2025. Top holdings included USIG, FTCB, IEFA, XLK, and VYM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 106 $530,687,273 +$39,913,457 -$4,228,662 +$35,684,795 USIG, FTCB, IEFA, XLK, VYM 13F-HR 02 Feb 2026, 14:14
Q3 2025 109 $509,495,009 +$29,096,233 -$21,417,953 +$7,678,280 USIG, FTCB, IEFA, XLK, VYM 13F-HR 09 Oct 2025, 08:46
Q2 2025 105 $476,735,147 +$57,995,636 -$51,636,840 +$6,358,796 USIG, FTCB, IEFA, XLK, VYM 13F-HR 06 Aug 2025, 11:46
Q1 2025 102 $441,011,621 +$46,626,366 -$19,920,818 +$26,705,548 USIG, FIXD, IEFA, XLK, VYM 13F-HR 10 Apr 2025, 15:14
Q4 2024 98 $417,266,187 +$22,488,066 -$21,246,174 +$1,241,892 USIG, FIXD, IEFA, XLK, VYM 13F-HR 27 Jan 2025, 15:47
Q3 2024 104 $424,814,850 +$37,939,489 -$26,467,784 +$11,471,705 USIG, FIXD, IEFA, XLK, VYM 13F-HR 30 Oct 2024, 16:13
Q2 2024 101 $395,046,698 +$49,221,731 -$27,387,067 +$21,834,664 USIG, FIXD, XLK, IEFA, VYM 13F-HR 19 Jul 2024, 16:27
Q1 2024 95 $379,904,767 +$17,945,173 -$3,062,278 +$14,882,895 USIG, FIXD, IEFA, XLK, VYM 13F-HR 24 Apr 2024, 17:36
Q4 2023 93 $346,286,483 +$18,395,184 -$8,055,901 +$10,339,283 USIG, FIXD, IEFA, XLK, VYM 13F-HR 10 Jan 2024, 15:31
Q3 2023 82 $308,298,347 +$19,517,479 -$12,895,153 +$6,622,326 USIG, FIXD, IEFA, XLK, VYM 13F-HR 10 Oct 2023, 16:17
Q2 2023 96 $313,325,744 +$63,309,211 -$54,692,317 +$8,616,894 USIG, FIXD, IEFA, XLK, VYM 13F-HR 17 Jul 2023, 16:44
Q1 2023 93 $293,807,129 +$28,603,603 -$26,314,990 +$2,288,613 VTIP, IEFA, FTSM, USIG, VYM 13F-HR 21 Apr 2023, 14:59
Q4 2022 94 $277,969,153 +$14,205,268 -$5,610,559 +$8,594,709 VTIP, FTSM, USIG, VYM, XLK 13F-HR 26 Jan 2023, 14:52
Q3 2022 94 $252,455,000 +$50,975,760 -$41,008,574 +$9,967,186 VTIP, FTSM, USIG, VYM, XLK 13F-HR 09 Nov 2022, 13:04
Q2 2022 90 $258,208,000 +$9,509,359 -$4,349,633 +$5,159,726 FTSM, VTIP, QLTA, XLK, VYM 13F-HR 19 Jul 2022, 14:19
Q1 2022 96 $286,195,000 +$27,522,242 -$16,286,216 +$11,236,026 FTSM, VTIP, QLTA, XLK, VYM 13F-HR 27 Apr 2022, 17:17
Q4 2021 98 $287,655,000 $0 $0 $0 FTSM, VTIP, QLTA, XLK, VYM 13F-HR 21 Jan 2022, 16:28