Long Island Wealth Management, Inc.
Long Island Wealth Management, Inc. reported 95 positions worth $242.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: KJAN (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | KJAN | SH | $21.7M | 8.97% | 476,337 | — | — | |
| ▸ 2 | VTI | SH | $20.4M | 8.44% | 55,238 | — | — | |
| ▸ 3 | IJAN | SH | $19.6M | 8.11% | 515,972 | — | — | |
| ▸ 4 | VT | SH | $15.6M | 6.43% | 99,194 | — | — | |
| ▸ 5 | JANB | SH | $13.9M | 5.74% | 510,249 | — | — | |
| ▸ 6 | BALT | SH | $9.8M | 4.04% | 285,262 | — | — | |
| ▸ 7 | CALF | SH | $8.8M | 3.62% | 173,149 | — | — | |
| ▸ 8 | EJAN | SH | $8.4M | 3.48% | 234,341 | — | — | |
| ▸ 9 | VXF | SH | $8.1M | 3.33% | 32,746 | — | — | |
| ▸ 10 | NJAN | SH | $6.8M | 2.79% | 114,409 | — | — |
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Frequently Asked Questions
What stocks does Long Island Wealth Management, Inc. hold as of Q2 2026?
Long Island Wealth Management, Inc. reported 95 positions worth $242.2M in its Q2 2026 13F filing. Largest positions: KJAN (9.0%), VTI (8.4%), IJAN (8.1%), VT (6.4%) and JANB (5.7%).
What did Long Island Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Long Island Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.