Long Island Wealth Management, Inc.

Est. AUM

$215.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INNOVATOR ETFS TRUST	US SML CP PWR B	$19.7M	472994	9.15%	SOLE
2	INNOVATOR ETFS TRUST	INTRNL DEV JAN	$18.5M	510484	8.59%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$17.7M	55189	8.21%	SOLE
4	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$13.8M	99475	6.38%	SOLE
5	ETF SER SOLUTIONS	APTUS JAN BUFFER	$12.7M	505604	5.89%	SOLE
6	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$8.1M	241412	3.75%	SOLE
7	PACER FDS TR	US SMALL CAP CAS	$7.9M	175968	3.66%	SOLE
8	INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$7.9M	232619	3.66%	SOLE
9	VANGUARD INDEX FDS	EXTEND MKT ETF	$6.7M	32752	3.13%	SOLE
10	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$6.0M	112785	2.79%	SOLE
11	VANGUARD INDEX FDS	VALUE ETF	$5.5M	28276	2.57%	SOLE
12	SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.0M	170645	2.31%	SOLE
13	PGIM ROCK ETF TR	S&P 500 BUFFER	$5.0M	163247	2.30%	SOLE
14	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.8M	103874	2.22%	SOLE
15	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$4.8M	122547	2.21%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	8327	1.85%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.5M	5869	1.63%	SOLE
18	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$3.5M	94923	1.61%	SOLE
19	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.3M	130116	1.51%	SOLE
20	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.8M	114499	1.31%	SOLE
21	VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.6M	29561	1.21%	SOLE
22	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$2.3M	60525	1.08%	SOLE
23	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.2M	28234	1.04%	SOLE
24	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.1M	33606	0.97%	SOLE
25	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.0M	44057	0.94%	SOLE
26	INNOVATOR ETFS TRUST	INTRNL DEV JULY	$2.0M	58113	0.91%	SOLE
27	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.8M	24228	0.84%	SOLE
28	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.6M	51447	0.74%	SOLE
29	VANGUARD WORLD FD	INF TECH ETF	$1.6M	2264	0.73%	SOLE
30	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.6M	21929	0.72%	SOLE
31	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.5M	48588	0.69%	SOLE
32	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.5M	20102	0.68%	SOLE
33	INNOVATOR ETFS TRUST	US SML CP PWR B	$1.4M	44514	0.66%	SOLE
34	PACER FDS TR	US LRG CP CASH	$1.4M	41188	0.64%	SOLE
35	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$1.3M	36613	0.60%	SOLE
36	APPLE INC	COM	$1.3M	4931	0.58%	SOLE
37	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$1.2M	27903	0.55%	SOLE
38	VANGUARD WELLINGTON FD	US VALUE FACTR	$1.2M	8610	0.54%	SOLE
39	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1105	0.51%	SOLE
40	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	25724	0.51%	SOLE
41	INTERNATIONAL BUSINESS MACHS	COM	$959K	3957	0.44%	SOLE
42	ELI LILLY & CO	COM	$953K	1036	0.44%	SOLE
43	SCHWAB STRATEGIC TR	US SML CAP ETF	$892K	30678	0.41%	SOLE
44	VANGUARD WORLD FD	HEALTH CAR ETF	$871K	3197	0.40%	SOLE
45	NVIDIA CORPORATION	COM	$839K	4810	0.39%	SOLE
46	MICROSOFT CORP	COM	$829K	2239	0.38%	SOLE
47	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$791K	22146	0.37%	SOLE
48	PACER FDS TR	US CASH COWS 100	$763K	12192	0.35%	SOLE
49	VANGUARD INDEX FDS	GROWTH ETF	$754K	1726	0.35%	SOLE
50	INNOVATOR ETFS TRUST	INTERNATIONAL DV	$726K	20699	0.34%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.