StockDriftsStockDriftsTop 50 Long Island Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KJAN | INNOVATOR ETFS TRUST | 8.97% | 476.3K | $21.7M | +0.71%(+3.34K) | $34.80(+32.66%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 8.44% | 55.2K | $20.4M | +0.09%(+49) | $225.68(+69.28%) | 2026-06-30 | |
| IJAN | INNOVATOR ETFS TRUST | 8.11% | 516.0K | $19.6M | +1.08%(+5.49K) | $32.22(+20.89%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 6.43% | 99.2K | $15.6M | -0.28%(-281) | $123.02(+31.22%) | 2026-06-30 | |
| JANB | ETF SER SOLUTIONS | 5.74% | 510.2K | $13.9M | +0.92%(+4.64K) | $25.38(+9.69%) | 2026-06-30 | |
| BALT | INNOVATOR ETFS TRUST | 4.04% | 285.3K | $9.8M | +18.16%(+43.85K) | $31.32(+10.71%) | 2026-06-30 | |
| CALF | PACER FDS TR | 3.62% | 173.1K | $8.8M | -1.60%(-2.82K) | $43.49(+29.84%) | 2026-06-30 | |
| EJAN | INNOVATOR ETFS TRUST | 3.48% | 234.3K | $8.4M | +0.74%(+1.72K) | $29.93(+21.31%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 3.33% | 32.7K | $8.1M | -0.02%(-6) | $157.09(+57.33%) | 2026-06-30 | |
| NJAN | INNOVATOR ETFS TRUST | 2.79% | 114.4K | $6.8M | +1.44%(+1.62K) | $49.11(+21.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +40.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +41.29% |
Long Island Wealth Management, Inc. reports $242.20M in US-listed equity holdings across 95 positions in its most recent 13F filing. Its largest disclosed positions are KJAN (9.0%), VTI (8.4%) and IJAN (8.1%). The top 20 holdings account for 74.1% of reported assets. Its disclosed equity book has returned +40.97% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Long Island Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011177). View Long Island Wealth Management, Inc.’s 13F filings on SEC