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Long Island Wealth Management, Inc.
Long Island Wealth Management, Inc. is an investment advisory firm headquartered in Melville, NY. The firm specializes in providing comprehensive wealth management solutions and personalized financial strategies to individual clients, particularly high net worth individuals. Founded in New York, Long Island Wealth Management manages client assets primarily on a discretionary basis. The firm serves over 90 clients and maintains a reputation for dedicated, individualized service. With only one investment professional, it is a boutique adviser focused on bespoke planning and investment management solutions.
Investment Strategy
Long Island Wealth Management, Inc. provides personalized wealth management and financial planning solutions, focusing on preserving and growing client assets, primarily for high net worth individuals. They offer discretionary portfolio management and tailor investment strategies to meet the individual financial goals, risk tolerance, and circumstances of each client. Their approach emphasizes long-term planning, diversified portfolios, and direct engagement with clients to adapt strategies as market and personal conditions evolve.
Latest 13F Filing Activity
Long Island Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 78 equity positions with a total 13F market value of $193M. The fund increased holdings in Innovator Etfs Trust, Vanguard Intl Equity Index F, Innovator Etfs Trust among other positions. Long Island Wealth Management, Inc. reduced exposure to Vaneck Etf Trust, Schwab Strategic TR, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PJAN | INNOVATOR ETFS TRUST | 9.18% | $17.7M | 401,391 | $42.43 | $44.05 | +$13.4M |
V VTI | VANGUARD INDEX FDS | 8.88% | $17.1M | 56,278 | $237.73 | $303.93 | +$1.3M |
K KJAN | INNOVATOR ETFS TRUST | 8.45% | $16.3M | 433,892 | $35.42 | $37.48 | +$5.7M |
I IJAN | INNOVATOR ETFS TRUST | 7.34% | $14.1M | 413,011 | $32.31 | $34.21 | +$7.0M |
V VT | VANGUARD INTL EQUITY INDEX F | 5.52% | $10.6M | 82,652 | $125.26 | $128.52 | +$9.1M |
Industry Allocation
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