Long Island Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Long Island Wealth Management, Inc. held in its portfolio 80 assets valued at $211,463,393 (i.e. $211.46M).
The most valuable assets in the portfolio included: INNOVATOR ETFS TRUST ($22.25M), INNOVATOR ETFS TRUST ($20.11M), and VANGUARD INDEX FDS ($18.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 80 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Long Island Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INNOVATOR ETFS TRUST | 476494 | 22251451 | US EQTY PWR BUF |
| INNOVATOR ETFS TRUST | 499781 | 20113906 | US SML CP PWR B |
| VANGUARD INDEX FDS | 56172 | 18832839 | TOTAL STK MKT |
| INNOVATOR ETFS TRUST | 424818 | 15361419 | INTRNL DEV JAN |
| VANGUARD INTL EQUITY INDEX F | 82584 | 11649307 | TT WRLD ST ETF |
| INNOVATOR ETFS TRUST | 245563 | 8228816 | DEFINED WLT SHLD |
| PACER FDS TR | 181519 | 8054000 | US SMALL CAP CAS |
| INNOVATOR ETFS TRUST | 224908 | 7599641 | EMRGNG MKT JAN |
| VANGUARD INDEX FDS | 32380 | 6771309 | EXTEND MKT ETF |
| AIM ETF PRODUCTS TRUST | 157648 | 5954997 | ALLIANZIM US EQU |
| SCHWAB STRATEGIC TR | 179095 | 5842084 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 28263 | 5397958 | VALUE ETF |
| INNOVATOR ETFS TRUST | 96174 | 5281876 | GRWT100 PWR BF |
| AIM ETF PRODUCTS TRUST | 122681 | 4799281 | US LRGCP B20 JUL |
| SCHWAB STRATEGIC TR | 170407 | 4469782 | US BRD MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 8200 | 4121730 | CL B NEW |
| VANGUARD INDEX FDS | 5778 | 3623670 | S&P 500 ETF SHS |
| PGIM ROCK ETF TR | 91493 | 2818813 | S&P 500 BUFFER |
| VANGUARD WHITEHALL FDS | 29489 | 2696771 | INTL DVD ETF |
| SCHWAB STRATEGIC TR | 107257 | 2578469 | INTL EQTY ETF |
| INNOVATOR ETFS TRUST | 58113 | 1947245 | INTRNL DEV JULY |
| VANECK ETF TRUST | 17765 | 1839772 | MRNGSTR WDE MOAT |
| DIMENSIONAL ETF TRUST | 21929 | 1626474 | US EQUITY MARKET |
| VANGUARD INTL EQUITY INDEX F | 21950 | 1614653 | ALLWRLD EX US |
| VANGUARD SCOTTSDALE FDS | 20149 | 1606445 | SHRT TRM CORP BD |
| VANGUARD WORLD FD | 2110 | 1590795 | INF TECH ETF |
| INVESCO EXCH TRADED FD TR II | 21883 | 1562873 | S&P500 LOW VOL |
| DIMENSIONAL ETF TRUST | 25924 | 1543489 | US TARGETED VLU |
| SCHWAB STRATEGIC TR | 50313 | 1512921 | US MID-CAP ETF |
| SCHWAB STRATEGIC TR | 48569 | 1438130 | US LCAP VA ETF |
| PACER FDS TR | 40049 | 1410138 | US LRG CP CASH |
| INNOVATOR ETFS TRUST | 31324 | 1355076 | US EQT ULTRA BF |
| APPLE INC | 4854 | 1319539 | COM |
| AIM ETF PRODUCTS TRUST | 36613 | 1276333 | US LRGCP B20 APR |
| INTERNATIONAL BUSINESS MACHS | 4024 | 1191949 | COM |
| VANGUARD WELLINGTON FD | 8466 | 1124153 | US VALUE FACTR |
| ELI LILLY & CO | 1030 | 1106920 | COM |
| MICROSOFT CORP | 2177 | 1052865 | COM |
| PGIM ROCK ETF TR | 35977 | 1051241 | LADDERED S&P 500 |
| VANGUARD INDEX FDS | 1948 | 950364 | GROWTH ETF |
| COSTCO WHSL CORP NEW | 1101 | 949436 | COM |
| VANGUARD WORLD FD | 3102 | 892862 | HEALTH CAR ETF |
| NVIDIA CORPORATION | 4630 | 863495 | COM |
| SCHWAB STRATEGIC TR | 28869 | 822191 | US SML CAP ETF |
| PACER FDS TR | 13028 | 783895 | US CASH COWS 100 |
| VANGUARD WORLD FD | 5155 | 688134 | FINANCIALS ETF |
| INNOVATOR ETFS TRUST | 18399 | 641389 | INTERNATIONAL DV |
| VANGUARD SCOTTSDALE FDS | 7423 | 621673 | INT-TERM CORP |
| PROSHARES TR | 5308 | 551311 | SP500 EX TECH |
| INVESCO QQQ TR | 889 | 546404 | UNIT SER 1 |
| VANGUARD SPECIALIZED FUNDS | 2340 | 514208 | DIV APP ETF |
| INNOVATOR ETFS TRUST | 6698 | 486409 | GRWT100 PWR BUF |
| INNOVATOR ETFS TRUST | 12046 | 470300 | US EQTY ULTRA B |
| VANGUARD MUN BD FDS | 9221 | 463725 | TAX EXEMPT BD |
| INNOVATOR ETFS TRUST | 11945 | 419628 | US SML CP PWR ET |
| PROFESIONALLY MANAGED PORTFO | 6371 | 417364 | AKRE FOCUS ETF |
| VANGUARD BD INDEX FDS | 5356 | 417101 | INTERMED TERM |
| AIM ETF PRODUCTS TRUST | 11000 | 373340 | ALLIANZIM US EQT |
| VANGUARD WORLD FD | 932 | 367037 | CONSUM DIS ETF |
| AMAZON COM INC | 1585 | 365850 | COM |
| VANGUARD INDEX FDS | 1943 | 344630 | MCAP VL IDXVIP |
| ALPHABET INC | 1080 | 338996 | CAP STK CL C |
| SPDR GOLD TR | 808 | 320218 | GOLD SHS |
| SELECT SECTOR SPDR TR | 2182 | 314143 | STATE STREET TEC |
| DIMENSIONAL ETF TRUST | 6114 | 305089 | INTERNATNAL VAL |
| CONSOLIDATED EDISON INC | 2984 | 296406 | COM |
| FORTIVE CORP | 5038 | 278148 | COM |
| VANGUARD INDEX FDS | 996 | 278023 | MCAP GR IDXVIP |
| ABBVIE INC | 1138 | 260102 | COM |
| DIMENSIONAL ETF TRUST | 7527 | 257499 | US LARGE CAP VAL |
| HOME DEPOT INC | 724 | 249128 | COM |
| HONEYWELL INTL INC | 1211 | 236254 | COM |
| DIMENSIONAL ETF TRUST | 6730 | 231916 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 4374 | 226573 | GLOBAL SUSTAINA |
| AMGEN INC | 692 | 226499 | COM |
| CURTISS WRIGHT CORP | 405 | 223264 | COM |
| SCHWAB STRATEGIC TR | 6800 | 223040 | 1000 INDEX ETF |
| CVS HEALTH CORP | 2658 | 210974 | COM |
| META PLATFORMS INC | 318 | 209909 | CL A |
| INNOVATOR ETFS TRUST | 5300 | 207336 | US EQT PWR BUF |
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