Long Run Wealth Advisors, LLC
Annual return '25
-32.3%
SPY '25
+17.7%
Alpha
-50.0ptsvs SPY
Invested
$88.7M
Holdings
72
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CMTG
CLAROS MTG TR INC
Held since at least Q1 2024
54.9%
02
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Increased +100.0% (10.9k → 21.7k shares)
4.1%
03
$GQ9
SPDR GOLD TR
Q1 2026: Increased +78.7% (1.7k → 3.1k shares)
3.9%
04
$LBAY
TIDAL TRUST I
Held since at least Q1 2024
1.8%
05
$MTUM
ISHARES TR
Q1 2026: Increased +100.0% (1.1k → 2.1k shares)
1.8%
06
$IJT
ISHARES TR
Held since at least Q1 2024
1.1%
07
$VNQ
VANGUARD INDEX FDS
Q1 2026: Increased +100.2% (6.2k → 12.3k shares)
1.1%
08
$IVW
ISHARES TR
Q1 2026: Increased +100.0% (7.4k → 14.8k shares)
1.1%
09
$IJK
ISHARES TR
Q1 2026: Increased +100.0% (4.2k → 8.4k shares)
1.1%
10
$PSP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:18 UTC.