13F Insight
DOSSIER · 13F-HR · Q3 2026

Long Island Wealth Management, Inc.

$256M in tracked AUM across 98 positions as of Q3 2026.

LI
CIK 0002011177 · last filed Sep 30, 2026
Total AUM
$256M
as of Q3 2026
Holdings
98
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Long Island Wealth Management, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
KJAN
INNOVATOR ETFS TRUST
$22M482K8.6%02
VTI
VANGUARD INDEX FDS
$21M55K8.1%03
IJAN
INNOVATOR ETFS TRUST
$20M528K7.9%04
VT
VANGUARD INTL EQUITY INDEX F
$16M102K6.3%05
JANB
ETF SER SOLUTIONS
$15M527K5.8%06
BALT
INNOVATOR ETFS TRUST
$12M329K4.5%07
CALF
PACER FDS TR
$9M173K3.6%08
EJAN
INNOVATOR ETFS TRUST
$9M241K3.5%09
VXF
VANGUARD INDEX FDS
$8M35K3.1%10
NJAN
INNOVATOR ETFS TRUST
$7M116K2.7%

Filing history

2026Q3Sep 30
$256M▲ 5.8%
98 positionsView →2026Q2Jun 30
$242M▲ 12.3%
95 positionsView →2026Q1Mar 31
$216M▲ 2.0%
89 positionsView →2025Q4Dec 31
$211M▲ 3.0%
87 positionsView →2025Q3Sep 30
$205M▲ 6.7%
85 positionsLocked2025Q2Jun 30
$193M▲ 108.3%
81 positionsLocked2025Q1Mar 31
$92M▼ 42.1%
47 positionsLocked2024Q4Dec 31
$160M▲ 4.9%
72 positionsLocked2024Q3Sep 30
$152M▲ 7.4%
67 positionsLocked2024Q2Jun 30
$142M▲ 0.1%
71 positionsLocked2024Q1Mar 31
$142M▲ 1.0%
73 positionsLocked2023Q4Dec 31
$140M—
434 positionsLocked