Long Island Wealth Management, Inc.
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 215,615
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 89 | 215,615 | 13F-HR | Long Island Wealth Management, Inc. |
| Q4 2025 | 1/21/2026 | 87 | 211,463 | 13F-HR | Long Island Wealth Management, Inc. |
| Q3 2025 | 11/6/2025 | 85 | 205,387 | 13F-HR | Long Island Wealth Management, Inc. |
| Q2 2025 | 8/12/2025 | 81 | 192,521 | 13F-HR | Long Island Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.8 K | 45.8% | 0 | 60.22 K | -60.22 K |
| ETFs | 116.8 K | 54.2% | 64.37 K | 0 | 64.37 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
215,615
Holdings
89
QoQ value change ($000)
4,152
(2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.