13F Filings History of Long Island Wealth Management, Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$211,463,393
Signature - Title
Jeffrey Myers - Chief Compliance Officer
Location
Melville, NY
Summary
This page shows a list of all the recent 13F filings made by Long Island Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Long Island Wealth Management, Inc. reported 87 stock holdings with total value $211,463,393 as of Q4 2025. Top holdings included VTI, PJAN, KJAN, IJAN, and VT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $211,463,393 +$3,186,394 -$1,531,310 +$1,655,084 VTI, PJAN, KJAN, IJAN, VT 13F-HR 20 Jan 2026, 17:58
Q3 2025 85 $205,386,797 +$3,692,788 -$1,484,186 +$2,208,602 VTI, PJAN, KJAN, IJAN, VT 13F-HR 06 Nov 2025, 16:55
Q2 2025 81 $192,521,205 +$54,757,286 -$37,387,427 +$17,369,859 PJAN, VTI, KJAN, IJAN, VT 13F-HR 12 Aug 2025, 11:15
Q1 2025 78 $164,214,351 +$20,808,630 -$12,726,034 +$8,082,596 VTI, SCHB, KJAN, MOAT, PBJA 13F-HR 13 May 2025, 10:24
Q4 2024 72 $159,768,662 +$47,081,480 -$26,295,624 +$20,785,856 VTI, SCHB, KJAN, PBFR, MOAT 13F-HR 14 Feb 2025, 15:32
Q3 2024 67 $152,267,569 +$13,391,108 -$11,131,639 +$2,259,469 VTI, SPXT, KJAN, IJAN, SCHG 13F-HR 12 Nov 2024, 19:13
Q2 2024 71 $141,744,000 +$1,930,832 -$2,865,851 -$935,019 VTI, SPXT, KJAN, IJAN, VXF 13F-HR 15 Aug 2024, 11:06
Q1 2024 73 $141,599,000 +$4,111,737 -$12,188,223 -$8,076,486 VTI, SPXT, KJAN, IJAN, VXF 13F-HR 13 May 2024, 12:21
Q4 2023 418 $140,157,000 $0 $0 $0 VTI, SPXT, KJAN, IJAN, VXF 13F-HR 14 Feb 2024, 14:13