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Jeffrey Myers

Long Island Wealth Management, Inc.

Assets Managed
$215.615M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
1.97%(2Q avg: 2.47%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Long Island Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Long Island Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 215.615M in assets, with a quarterly growth rate of 1.97% and a 2-quarter average growth rate of 2.47%. The portfolio is managed by Jeffrey Myers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
KJAN
Innovator U.s. Small Cap Pow
Recent Activity
Increased 8.57%
9.16%
$19.734M
472,994 shares@ $41.73 avg price
IJAN
Innovator International Deve
Recent Activity
Increased 20.17%
8.59%
$18.52M
510,484 shares@ $36.29 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.74%
8.22%
$17.705M
55,189 shares@ $320.82 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Increased 20.46%
6.39%
$13.759M
99,475 shares@ $138.33 avg price
JANB
Aptus January Buffer Etf
Recent Activity
New Position
5.89%
$12.689M
505,604 shares@ $25.1 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
Decreased -1.69%
3.75%
$8.079M
241,412 shares@ $33.47 avg price
CALF
Pacer Us Small Cap Cash Cows
Recent Activity
Decreased -3.05%
3.67%
$7.896M
175,968 shares@ $44.87 avg price
EJAN
Innovator Emerging Markets P
Recent Activity
Increased 3.43%
3.67%
$7.893M
232,619 shares@ $33.94 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 1.15%
3.13%
$6.74M
32,752 shares@ $205.81 avg price
NJAN
Innovator Growth 100 Power B
Recent Activity
Increased 17.28%
2.8%
$6.019M
112,785 shares@ $53.37 avg price

1-10 of 89