Long Island Wealth Management, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $18.8B, Innovator U.S. Equity Power Bu with a value of $18.5B, Innovator Etfs Trust with a value of $18B, Innovator Etfs Tr Intl Dev Pwr with a value of $15.4B, and Vanguard Total World Stk Index with a value of $11.6B.
Examining the 13F form we can see an increase of $6.08B in the current position value, from $205B to 211B.
Long Island Wealth Management, Inc. is based out at Melville, NY
Below you can find more details about Long Island Wealth Management, Inc. portfolio as well as his latest detailed transactions.
