Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Long Island Wealth Management, Inc. (CIK 2011177) reported $215.6M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: KJAN ($19.7M, 9.15%), IJAN ($18.5M, 8.59%), VTI ($17.7M, 8.21%), VT ($13.8M, 6.38%), BGDV ($12.7M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KJAN | INNOVATOR ETFS TRUST | $19.7M | 9.15% | 472,994 | Added |
| 2 | IJAN | INNOVATOR ETFS TRUST | $18.5M | 8.59% | 510,484 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $17.7M | 8.21% | 55,189 | Trimmed |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | $13.8M | 6.38% | 99,475 | Added |
| 5 | BGDV | ETF SER SOLUTIONS | $12.7M | 5.89% | 505,604 | New |
| 6 | BALT | INNOVATOR ETFS TRUST | $8.1M | 3.75% | 241,412 | Trimmed |
| 7 | EJAN | INNOVATOR ETFS TRUST | $7.9M | 3.66% | 232,619 | Added |
| 8 | CALF | PACER FDS TR | $7.9M | 3.66% | 175,968 | Trimmed |
| 9 | VXF | VANGUARD INDEX FDS | $6.7M | 3.13% | 32,752 | Added |
| 10 | NJAN | INNOVATOR ETFS TRUST | $6.0M | 2.79% | 112,785 | Added |
| 11 | VTV | VANGUARD INDEX FDS | $5.5M | 2.57% | 28,276 | Added |
| 12 | SCHG | SCHWAB STRATEGIC TR | $5.0M | 2.31% | 170,645 | Trimmed |
| 13 | PBJA | PGIM ROCK ETF TR | $5.0M | 2.30% | 163,247 | Added |
| 14 | PJAN | INNOVATOR ETFS TRUST | $4.8M | 2.22% | 103,874 | Trimmed |
| 15 | JULW | AIM ETF PRODUCTS TRUST | $4.8M | 2.21% | 122,547 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.0M | 1.85% | 8,327 | Added |
| 17 | VOO | VANGUARD INDEX FDS | $3.5M | 1.63% | 5,869 | Added |
| 18 | JANW | AIM ETF PRODUCTS TRUST | $3.5M | 1.61% | 94,923 | Trimmed |
| 19 | SCHB | SCHWAB STRATEGIC TR | $3.3M | 1.51% | 130,116 | Trimmed |
| 20 | SCHF | SCHWAB STRATEGIC TR | $2.8M | 1.31% | 114,499 | Added |
| 21 | VIGI | VANGUARD WHITEHALL FDS | $2.6M | 1.21% | 29,561 | Added |
| 22 | OCTW | AIM ETF PRODUCTS TRUST | $2.3M | 1.08% | 60,525 | Hold |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | $2.2M | 1.04% | 28,234 | Added |
| 24 | DFAT | DIMENSIONAL ETF TRUST | $2.1M | 0.97% | 33,606 | Added |
| 25 | PJUL | INNOVATOR ETFS TRUST | $2.0M | 0.94% | 44,057 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31