Long Island Wealth Management, Inc.
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.8% | $5,105,121 |
| Financial Services | 29.0% | $4,513,951 |
| Healthcare | 13.3% | $2,071,858 |
| Consumer Defensive | 6.6% | $1,031,823 |
| Unclassified | 6.1% | $953,047 |
| Consumer Cyclical | 4.2% | $650,230 |
| Communication Services | 3.9% | $603,880 |
| Utilities | 2.1% | $330,673 |
| Industrials | 2.0% | $306,892 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +1,426 | 6,357 | $1,839,461 | |
| GOOGL | Alphabet Inc. | +622 | 1,702 | $603,880 | |
| BRK-B | Berkshire Hathaway Inc | +229 | 8,556 | $4,281,336 | |
| ABBV | AbbVie Inc. | +23 | 1,184 | $297,941 | |
| HD | Home Depot, Inc. | +8 | 732 | $258,161 | |
| AMZN | Amazon Com Inc | +5 | 1,645 | $392,069 | |
| LLY | ELI LILLY & Co | +1 | 1,037 | $1,243,809 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBM | International Business Machines Corp | −782 | 3,175 | $892,841 | |
| NVDA | Nvidia Corp | −105 | 4,705 | $941,423 | |
| MSFT | Microsoft Corp | −13 | 2,226 | $830,342 | |
| COST | Costco Wholesale Corp /New | −2 | 1,103 | $1,031,823 | |
| AMGN | Amgen Inc | −1 | 696 | $252,035 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VXF | Vanguard Extended Market ETF | 32,752 | $6,740,361 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 29,561 | $2,614,966 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 24,228 | $1,819,522 | |
| VIG | Vanguard Dividend Appreciation ETF | 2,340 | $503,240 | |
| AKRE | Akre Focus ETF | 6,371 | $336,707 | |
| HON | Honeywell International Inc | 1,216 | $274,852 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 2,880 | $222,278 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,556 | $4,281,336 | 27.50% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,357 | $1,839,461 | 11.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,037 | $1,243,809 | 7.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,103 | $1,031,823 | 6.63% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,705 | $941,423 | 6.05% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,175 | $892,841 | 5.74% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,226 | $830,342 | 5.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 890 | $655,396 | 4.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,702 | $603,880 | 3.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,645 | $392,069 | 2.52% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 2,989 | $330,673 | 2.12% | |
| FTV |
Fortive Corp
Technology
|
Held | 5,043 | $308,076 | 1.98% | |
| CW |
Curtiss Wright Corp
Industrials
|
Held | 405 | $306,892 | 1.97% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,184 | $297,941 | 1.91% | |
| GLD |
Spdr Gold Trust
|
Held | 808 | $297,651 | 1.91% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,147 | $292,978 | 1.88% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
NEW | 2,688 | $278,073 | 1.79% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 732 | $258,161 | 1.66% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 696 | $252,035 | 1.62% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 230 | $232,615 | 1.49% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.