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Long Island Wealth Management, Inc. 13F holdings

Filed 2026-08-07 · Long Island Wealth Management, Inc. · 95 positions · $242.2M

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TickerCompanySharesValue% of portfolio
KJANINNOVATOR ETFS TRUST476.3K$21.7M9.0%
VTIVANGUARD INDEX FDS55.2K$20.4M8.4%
IJANINNOVATOR ETFS TRUST516.0K$19.6M8.1%
VTVANGUARD INTL EQUITY INDEX F99.2K$15.6M6.4%
—ETF SER SOLUTIONS510.2K$13.9M5.7%
BALTINNOVATOR ETFS TRUST285.3K$9.8M4.0%
CALFPACER FDS TR173.1K$8.8M3.6%
EJANINNOVATOR ETFS TRUST234.3K$8.4M3.5%
VXFVANGUARD INDEX FDS32.7K$8.1M3.3%
NJANINNOVATOR ETFS TRUST114.4K$6.8M2.8%
VTVVANGUARD INDEX FDS28.3K$6.2M2.5%
SCHGSCHWAB STRATEGIC TR170.6K$5.8M2.4%
—PGIM ROCK ETF TR161.4K$5.2M2.2%
PJANINNOVATOR ETFS TRUST104.1K$5.2M2.1%
JULWAIM ETF PRODUCTS TRUST122.5K$5.0M2.1%
BRK-BBERKSHIRE HATHAWAY INC DEL8.6K$4.3M1.8%
VOOVANGUARD INDEX FDS5.9K$4.0M1.7%
SCHBSCHWAB STRATEGIC TR130.3K$3.8M1.6%
JANWAIM ETF PRODUCTS TRUST94.9K$3.7M1.5%
SCHFSCHWAB STRATEGIC TR119.4K$3.3M1.4%
VIGIVANGUARD WHITEHALL FDS29.6K$2.8M1.1%
OCTWAIM ETF PRODUCTS TRUST60.5K$2.5M1.0%
DFATDIMENSIONAL ETF TRUST35.3K$2.5M1.0%
IJULINNOVATOR ETFS TRUST65.8K$2.4M1.0%
VGTVANGUARD WORLD FD18.1K$2.2M0.9%
PJULINNOVATOR ETFS TRUST44.1K$2.2M0.9%
VCSHVANGUARD SCOTTSDALE FDS27.0K$2.1M0.9%
VEUVANGUARD INTL EQUITY INDEX F24.2K$2.0M0.8%
SCHMSCHWAB STRATEGIC TR51.5K$1.9M0.8%
AAPLAPPLE INC6.4K$1.8M0.8%
KJULINNOVATOR ETFS TRUST53.2K$1.8M0.7%
DFUSDIMENSIONAL ETF TRUST21.9K$1.8M0.7%
SCHVSCHWAB STRATEGIC TR48.6K$1.7M0.7%
COWGPACER FDS TR41.2K$1.7M0.7%
SPLVINVESCO EXCH TRADED FD TR II20.2K$1.5M0.6%
VFVAVANGUARD WELLINGTON FD9.9K$1.5M0.6%
APRWAIM ETF PRODUCTS TRUST36.6K$1.4M0.6%
UJANINNOVATOR ETFS TRUST27.6K$1.2M0.5%
LLYELI LILLY & CO1.0K$1.2M0.5%
DFIVDIMENSIONAL ETF TRUST22.1K$1.2M0.5%
PDECINNOVATOR ETFS TRUST25.7K$1.2M0.5%
SCHASCHWAB STRATEGIC TR30.7K$1.1M0.5%
COSTCOSTCO WHOLESALE CORPORATION1.1K$1.0M0.4%
VHTVANGUARD WORLD FD3.2K$956,5990.4%
NVDANVIDIA CORPORATION4.7K$941,4230.4%
DFLVDIMENSIONAL ETF TRUST23.6K$932,9860.4%
IBMINTERNATIONAL BUSINESS MACHS3.2K$892,8420.4%
MSFTMICROSOFT CORP2.2K$830,3920.3%
VUGVANGUARD INDEX FDS9.6K$824,7610.3%
IOCTINNOVATOR ETFS TRUST20.7K$765,6560.3%
COWZPACER FDS TR12.2K$758,3420.3%
KOCTINNOVATOR ETFS TRUST19.6K$732,1810.3%
QQQINVESCO QQQ TR890$655,1710.3%
VFHVANGUARD WORLD FD4.7K$615,7590.3%
—PGIM ROCK ETF TR17.0K$532,9940.2%
VCITVANGUARD SCOTTSDALE FDS6.1K$500,6220.2%
UOCTINNOVATOR ETFS TRUST12.0K$495,2110.2%
KAPRINNOVATOR ETFS TRUST11.9K$475,4110.2%
NJULINNOVATOR ETFS TRUST6.1K$470,2320.2%
POCTINNOVATOR ETFS TRUST9.5K$442,0550.2%
Top Fund Holdings
13F
Top Fund Holdings

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