Long Island Wealth Management, Inc.
Filing Date
Global Rank
#7,983
/ 8,603
▲ 38
· as of Mar 2026
Top Industry
Insurance - Diversified
32.8%
3Y Alpha vs SPY
-6.9%
Period ended 3 months ago
Filed Apr 21, 2026 · 3mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+33.3%
SPY
+54.1%
Annualised alpha
-7.0%
Max drawdown
−9.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
30.6%
+1.2 pts
Top 5
63.3%
+0.7 pts
Top 10
85.3%
+1.0 pts
HHI
1,349
Diversified+70
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.9% | $4,157,026 |
| Financial Services | 30.6% | $3,990,298 |
| Healthcare | 11.1% | $1,450,625 |
| Consumer Defensive | 8.4% | $1,101,055 |
| Unclassified | 6.6% | $861,364 |
| Consumer Cyclical | 4.4% | $579,678 |
| Industrials | 4.3% | $564,109 |
| Utilities | 2.6% | $338,295 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +180 | 4,810 | $838,864 | |
| BRK-B | Berkshire Hathaway Inc | +127 | 8,327 | $3,990,298 | |
| AAPL | Apple Inc. | +77 | 4,931 | $1,251,438 | |
| MSFT | Microsoft Corp | +62 | 2,239 | $828,810 | |
| AMZN | Amazon Com Inc | +55 | 1,640 | $341,562 | |
| ABBV | AbbVie Inc. | +23 | 1,161 | $252,505 | |
| LLY | ELI LILLY & Co | +6 | 1,036 | $952,881 | |
| HON | Honeywell International Inc | +5 | 1,216 | $288,256 | |
| FTV | Fortive Corp | +5 | 5,043 | $278,777 | |
| AMGN | Amgen Inc | +5 | 697 | $245,239 | |
| ED | Consolidated Edison Inc | +5 | 2,989 | $338,295 | |
| COST | Costco Wholesale Corp /New | +4 | 1,105 | $1,101,055 | |
| QQQ | Invesco Qqq Trust, Series 1 | +1 | 890 | $513,690 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBM | International Business Machines Corp | −67 | 3,957 | $959,137 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
17 positions ·
$13,042,450 total
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,327 | $3,990,298 | 30.59% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,931 | $1,251,438 | 9.60% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,105 | $1,101,055 | 8.44% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,957 | $959,137 | 7.35% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,036 | $952,881 | 7.31% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,810 | $838,864 | 6.43% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,239 | $828,810 | 6.35% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 890 | $513,690 | 3.94% | |
| GLD |
Spdr Gold Trust
|
Held | 808 | $347,674 | 2.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,640 | $341,562 | 2.62% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 2,989 | $338,295 | 2.59% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 1,216 | $288,256 | 2.21% | |
| FTV |
Fortive Corp
Technology
|
Added | 5,043 | $278,777 | 2.14% | |
| CW |
Curtiss Wright Corp
Industrials
|
Held | 405 | $275,853 | 2.12% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,161 | $252,505 | 1.94% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 697 | $245,239 | 1.88% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 724 | $238,116 | 1.83% |