Long Island Wealth Management, Inc.
Q3 2026 13F filing
Updated 16 days ago98 disclosed positions worth $256.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A INNOVATOR ETFS TRUST | $22M | 482.1K | 8.57% | Added(+1.2%) |
| 2 | V VANGUARD INDEX FDS | $20.7M | 55.2K | 8.07% | Added(0.0%) |
| 3 | I INNOVATOR ETFS TRUST | $20.3M | 527.6K | 7.91% | Added(+2.3%) |
| 4 | V VANGUARD INTL EQUITY INDEX F | $16.1M | 102.1K | 6.29% | Added(+3.0%) |
| 5 | ? N/A ETF SER SOLUTIONS | $14.8M | 527.0K | 5.76% | Added(+3.3%) |
| 6 | ? N/A INNOVATOR ETFS TRUST | $11.5M | 329.2K | 4.49% | Added(+15.4%) |
| 7 | ? N/A PACER FDS TR | $9.2M | 173.3K | 3.60% | Added(+0.1%) |
| 8 | ? N/A INNOVATOR ETFS TRUST | $8.9M | 240.6K | 3.49% | Added(+2.7%) |
| 9 | V VANGUARD INDEX FDS | $8M | 34.7K | 3.14% | Added(+6.1%) |
| 10 | ? N/A INNOVATOR ETFS TRUST | $7M | 116.0K | 2.75% | Added(+1.4%) |
| 11 | S SCHWAB STRATEGIC TR | $6.1M | 170.6K | 2.39% | Added(+0.0%) |
| 12 | V VANGUARD INDEX FDS | $6.1M | 28.3K | 2.39% | Added(+0.0%) |
| 13 | ? N/A INNOVATOR ETFS TRUST | $5.3M | 104.0K | 2.06% | Trimmed(-0.1%) |
| 14 | ? N/A PGIM ROCK ETF TR | $5.2M | 158.9K | 2.05% | Trimmed(-1.5%) |
| 15 | ? N/A AIM ETF PRODUCTS TRUST | $4.9M | 117.2K | 1.90% | Trimmed(-4.3%) |
| 16 | B BERKSHIRE HATHAWAY INC DEL | $4.8M | 9.6K | 1.87% | Added(+12.4%) |
| 17 | V VANGUARD INDEX FDS | $4.6M | 6.6K | 1.80% | Added(+11.9%) |
| 18 | S SCHWAB STRATEGIC TR | $3.8M | 130.4K | 1.49% | Added(+0.1%) |
| 19 | S SCHWAB STRATEGIC TR | $3.8M | 138.6K | 1.49% | Added(+16.1%) |
| 20 | ? N/A AIM ETF PRODUCTS TRUST | $3.7M | 93.4K | 1.44% | Trimmed(-1.6%) |
| 21 | ? N/A INNOVATOR ETFS TRUST | $3.2M | 89.6K | 1.26% | Added(+36.1%) |
| 22 | V VANGUARD WHITEHALL FDS | $2.8M | 29.8K | 1.10% | Added(+0.7%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 42.1K | 1.09% | Added(+19.2%) |
| 24 | A APPLE INC | $2.4M | 7.3K | 0.95% | Added(+14.8%) |
| 25 | ? N/A INNOVATOR ETFS TRUST | $2.3M | 71.0K | 0.91% | Added(+33.5%) |
| 26 | I INNOVATOR ETFS TRUST | $2.3M | 45.8K | 0.89% | Added(+3.9%) |
| 27 | V VANGUARD WORLD FD | $2.2M | 17.5K | 0.86% | Trimmed(-3.7%) |
| 28 | ? N/A AIM ETF PRODUCTS TRUST | $2.1M | 49.3K | 0.81% | Trimmed(-18.5%) |
| 29 | V VANGUARD INTL EQUITY INDEX F | $2M | 24.2K | 0.78% | Unchanged |
| 30 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 21.9K | 0.71% | Unchanged |
| 31 | ? N/A DIMENSIONAL ETF TRUST | $1.8M | 44.2K | 0.69% | Added(+87.2%) |
| 32 | V VANGUARD SCOTTSDALE FDS | $1.8M | 23.0K | 0.69% | Trimmed(-14.9%) |
| 33 | S SCHWAB STRATEGIC TR | $1.8M | 51.5K | 0.68% | Added(+0.0%) |
| 34 | ? N/A PACER FDS TR | $1.6M | 41.2K | 0.64% | Added(0.0%) |
| 35 | S SCHWAB STRATEGIC TR | $1.6M | 48.6K | 0.63% | Added(+0.0%) |
| 36 | I INVESCO EXCH TRADED FD TR II | $1.5M | 22.0K | 0.60% | Added(+8.8%) |
| 37 | V VANGUARD WELLINGTON FD | $1.5M | 9.9K | 0.58% | Added(+0.1%) |
| 38 | M MICROSOFT CORP | $1.4M | 2.8K | 0.56% | Added(+25.9%) |
| 39 | M DIMENSIONAL ETF TRUST | $1.4M | 25.3K | 0.55% | Added(+14.8%) |
| 40 | ? N/A AIM ETF PRODUCTS TRUST | $1.4M | 36.6K | 0.54% | Unchanged |
| 41 | N NVIDIA CORPORATION | $1.4M | 6.0K | 0.53% | Added(+26.6%) |
| 42 | ? N/A INNOVATOR ETFS TRUST | $1.3M | 27.3K | 0.49% | Trimmed(-0.8%) |
| 43 | L ELI LILLY & CO | $1.2M | 1.1K | 0.49% | Added(+3.9%) |
| 44 | ? N/A INNOVATOR ETFS TRUST | $1.2M | 25.7K | 0.47% | Unchanged |
| 45 | C COSTCO WHOLESALE CORPORATION | $1M | 1.1K | 0.40% | Added(+3.1%) |
| 46 | ? N/A INNOVATOR ETFS TRUST | $1M | 27.0K | 0.40% | Added(+30.3%) |
| 47 | V VANGUARD WORLD FD | $1M | 3.2K | 0.39% | Added(+0.1%) |
| 48 | Q PACER FDS TR | $1M | 15.1K | 0.39% | Added(+24.0%) |
| 49 | S SCHWAB STRATEGIC TR | $1M | 30.7K | 0.39% | Added(+0.0%) |
| 50 | V VANGUARD INDEX FDS | $863K | 9.6K | 0.34% | Added(+0.0%) |