Long Island Wealth Management, Inc. - Q42025 Holdings

Long Island Wealth Management, Inc. holds 87 stocks with a total portfolio value of $ 211.46M as of Q42025. In Q42025, Long Island Wealth Management, Inc. added 3 new positions, increased stakes in 37 stocks, reduced 19 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VTI), representing 8.91% of the total portfolio.