Long Island Wealth Management
$256M 13F equity value
103 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Long Island Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| KJAN | INNOVATOR ETFS TRUST | 482,098 | $22M | 8.6% |
| VTI | VANGUARD INDEX FDS | 55,239 | $21M | 8.1% |
| IJAN | INNOVATOR ETFS TRUST | 527,571 | $20M | 7.9% |
| VT | VANGUARD INTL EQUITY INDEX F | 102,117 | $16M | 6.3% |
| JANB | ETF SER SOLUTIONS | 526,999 | $15M | 5.8% |
| BALT | INNOVATOR ETFS TRUST | 329,207 | $12M | 4.5% |
| CALF | PACER FDS TR | 173,267 | $9M | 3.6% |
| EJAN | INNOVATOR ETFS TRUST | 240,572 | $9M | 3.5% |
| VXF | VANGUARD INDEX FDS | 34,745 | $8M | 3.1% |
| NJAN | INNOVATOR ETFS TRUST | 115,970 | $7M | 2.7% |
Track Long Island Wealth Management's 13F portfolio: $256M in reported holdings, 103 positions. Top holdings and quarterly changes on SentiSense.
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