Long Island Wealth Management, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 98 total positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the vast majority of the disclosed holdings. Major ETF providers represented in the portfolio include Vanguard, Schwab Strategic Trust, Innovator ETFs, PGIM Rock ETF Trust, and Dimensional ETF Trust. These funds cover a broad spectrum of the market, including S&P 500 indices, international equities, emerging markets, and specific sector funds such as financials, technology, and healthcare.
Among the individual equities listed, Berkshire Hathaway Inc. Class B New is the largest holding with 9,615 shares. Other notable individual stock positions include Apple Inc. with 7,299 shares, Microsoft Corporation with 2,802 shares, and NVIDIA Corporation with 5,955 shares. The filing also includes positions in Alphabet Inc. Class A and Class C, Amazon.com Inc., Eli Lilly & Co., Costco Wholesale Corporation, and Home Depot Inc.
