§ 13F · FUND PROFILE
Long Island Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $192.5T (13F)Positions · 81Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$870.4B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 56K | $18.8T | 8.9% | ±0% |
| 2 | PJAN | INNOVATOR ETFS TRUST | 394K | $18.5T | 8.8% | ±0% |
| 3 | KJAN | INNOVATOR ETFS TRUST | 436K | $18.0T | 8.5% | +1% |
| 4 | IJAN | INNOVATOR ETFS TRUST | 425K | $15.4T | 7.3% | +3% |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | 83K | $11.6T | 5.5% | +1% |
| 6 | BALT | INNOVATOR ETFS TRUST | 246K | $8.2T | 3.9% | +3% |
| 7 | CALF | PACER FDS TR | 182K | $8.1T | 3.8% | +1% |
| 8 | EJAN | INNOVATOR ETFS TRUST | 225K | $7.6T | 3.6% | +1% |
| 9 | VXF | VANGUARD INDEX FDS | 32K | $6.8T | 3.2% | ±0% |
| 10 | SCHG | SCHWAB STRATEGIC TR | 179K | $5.8T | 2.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONG SIGNAL
AC read
Long Island Wealth Management, Inc. is a Other fund managing $192521.2 trillion in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed