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DOSSIER · 13F-HR · Q1 2026

Long Island Wealth Management, Inc.

$216M in tracked AUM across 89 positions as of Q1 2026.

LI
CIK 0002011177 · last filed Mar 31, 2026
Total AUM
$216M
as of Q1 2026
Holdings
89
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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