Long Island Wealth Management, Inc.
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 242,195
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 95 | 242,195 | 13F-HR | Long Island Wealth Management, Inc. |
| 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 | 101.5 K | 41.9% | 2.742 K | 0 | 2.742 K |
| ETFs | 140.7 K | 58.1% | 23.83 K | 0 | 23.83 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
242,195
Holdings
95
QoQ value change ($000)
26,580
(12.3%)
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.