account_balance
Investment manager · 13F filer · SEC CIK 2011177
Long Island Wealth Management, Inc.
Reported value$256Mas of Sep 30, 2026
Positions98 8 new, 5 sold out
Top 10 weight54.0%KJAN alone is 9%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
KJANInnovator Etfs Trust
8.6%
VTIVanguard Index FDS
8.1%
IJANInnovator Etfs Trust
7.9%Added +2%
VTVanguard Intl Equity Index F
6.3%Added +3%
JANBETF Ser Solutions
5.8%Added +3%
BALTInnovator Etfs Trust
4.5%Added +15%
CALFPacer FDS Tr
3.6%
EJANInnovator Etfs Trust
3.5%Added +3%
VXFVanguard Index FDS
3.1%Added +6%
NJANInnovator Etfs Trust
2.7%
SCHGSchwab Strategic Tr
2.4%
VTVVanguard Index FDS
2.4%
KJANInnovator Etfs Trust
8.6%
VTIVanguard Index FDS
8.1%
IJANInnovator Etfs Trust
7.9%
VTVanguard Intl Equity Index F
6.3%
JANBETF Ser Solutions
5.8%+3%
BALTInnovator Etfs Trust
4.5%
CALFPacer FDS Tr
3.6%
EJANInnovator Etfs Trust
3.5%
VXF3.1%
NJAN
SCHG
VTV2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KJAN Innovator Etfs Trust 8.6% Held
VTI Vanguard Index FDS 8.1% Held
IJAN Innovator Etfs Trust 7.9% Added +2%
VT Vanguard Intl Equity Index F 6.3% Added +3%
JANB ETF Ser Solutions 5.8% Added +3%
BALT Innovator Etfs Trust 4.5% Added +15%
CALF Pacer FDS Tr 3.6% Held
EJAN Innovator Etfs Trust 3.5% Added +3%
VXF Vanguard Index FDS 3.1% Added +6%
NJAN Innovator Etfs Trust 2.7% Held
SCHG Schwab Strategic Tr 2.4% Held
VTV Vanguard Index FDS 2.4% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.