SEC Form 13F

Long Island Wealth Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$242,195,113
Positions95

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INNOVATOR ETFS TRUSTKJANUS SML CP PWR B$21,735,257476,337
VANGUARD INDEX FDSVTITOTAL STK MKT$20,440,42855,238
INNOVATOR ETFS TRUSTIJANINTRNL DEV JAN$19,648,162515,972
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$15,568,43299,194
ETF SER SOLUTIONSJANBAPTUS JAN BUFFER$13,894,080510,249
INNOVATOR ETFS TRUSTBALTDEFINED WLT SHLD$9,775,929285,262
PACER FDS TRCALFUS SM CAP CA ETF$8,763,079173,149
INNOVATOR ETFS TRUSTEJANEMRGNG MKT JAN$8,435,620234,341
VANGUARD INDEX FDSVXFEXTEND MKT ETF$8,062,32632,746
INNOVATOR ETFS TRUSTNJANGRWT100 PWR BF$6,752,419114,409

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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