Long Island Wealth Management, Inc.
Long Island Wealth Management, Inc. reported 95 holdings worth US$242M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Long Island Wealth Management, Inc. reported 95 holdings worth US$242M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Eli Lilly And Company. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 95
- Value as reported
- US$242M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 8,556 | US$4.28M | 1.8% |
| Apple Inc | 6,357 | US$1.84M | 0.76% |
| Eli Lilly And Company | 1,037 | US$1.24M | 0.51% |
| Costco Wholesale Corporation | 1,103 | US$1.03M | 0.43% |
| Nvidia Corporation | 4,705 | US$941K | 0.39% |
| International Business Machines Corporation | 3,175 | US$893K | 0.37% |
| Microsoft Corp. | 2,226 | US$830K | 0.34% |
| Alphabet Inc (google) Class C | 1,690 | US$604K | 0.25% |
| Amazon.com, Inc. | 1,645 | US$392K | 0.16% |
| Consolidated Edison, Inc. | 2,989 | US$331K | 0.14% |
| Fortive Corporation | 5,043 | US$308K | 0.13% |
| Curtiss-wright Corporation | 405 | US$307K | 0.13% |
| Abbvie Inc. | 1,184 | US$298K | 0.12% |
| Corning Incorporated | 1,147 | US$293K | 0.12% |
| Cvs Health Corporation | 2,688 | US$278K | 0.11% |
| Home Depot, Inc. (the) | 732 | US$258K | 0.11% |
| Amgen Inc. | 696 | US$252K | 0.10% |
| Goldman Sachs Group, Inc. (the) | 230 | US$233K | 0.10% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |