Long Island Wealth Management, Inc.: summary

Long Island Wealth Management, Inc. reported 98 positions with a reported value of $256.32M in its 13F for Q3 2026. Compared with Q2 2026: 8 new positions, 5 exited.

Top positions

• INNOVATOR ETFS TRUST
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• INNOVATOR ETFS TRUST
• VANGUARD TOTAL WORLD STOCK ETF
• Aptus January Buffer ETF
• INNOVATOR ETFS TRUST
• PACER US SMALL CAP CASH COWS ETF
• INNOVATOR ETFS TRUST
• VANGUARD INDEX FDS
• INNOVATOR ETFS TRUST