Long Island Wealth Management, Inc. - Portfolio overview

Long Island Wealth Management, Inc. has 92 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. KJAN - INNOVATOR ETFS TRUST, 9.12%
2. IJAN - INNOVATOR ETFS TRUST, 8.55%
3. VTI - VANGUARD INDEX FDS, 8.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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