Long Island Wealth Management, Inc.: 13F holdings
CIK 20111772026Q2
| Positions | 95 |
|---|
| Reported value | $242.2m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 95 (+6 vs prior quarter) |
|---|
| Reported value | $242.2m (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KJAN INNOVATOR ETFS TRUST | 476,337 | $21.7m | 9.0% |
| VTI VANGUARD INDEX FDS | 55,238 | $20.4m | 8.4% |
| IJAN INNOVATOR ETFS TRUST | 515,972 | $19.6m | 8.1% |
| ACWI VANGUARD INTL EQUITY INDEX F | 99,194 | $15.6m | 6.4% |
| ETF SER SOLUTIONS | 510,249 | $13.9m | 5.7% |
| BALT INNOVATOR ETFS TRUST | 285,262 | $9.8m | 4.0% |
| CALF PACER FDS TR | 173,149 | $8.8m | 3.6% |
| EJAN INNOVATOR ETFS TRUST | 234,341 | $8.4m | 3.5% |
| VXF VANGUARD INDEX FDS | 32,746 | $8.1m | 3.3% |
| NJAN INNOVATOR ETFS TRUST | 114,409 | $6.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011177")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples