Chief Compliance Officer

0002056519-25-000002.txt : 20250513 0002056519-25-000002.hdr.sgml : 20250513 20250513102449 ACCESSION NUMBER: 0002056519-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250513 DATE AS OF CHANGE: 20250513 EFFECTIVENESS DATE: 20250513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Long Island Wealth Management, Inc. CENTRAL INDEX KEY: 0002011177 ORGANIZATION NAME: EIN: 260484066 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23879 FILM NUMBER: 25937767 BUSINESS ADDRESS: STREET 1: 155 PINELAWN ROAD STREET 2: SUITE 210 N CITY: MELVILLE STATE: NY ZIP: 11747 BUSINESS PHONE: (516) 238-7629 MAIL ADDRESS: STREET 1: 155 PINELAWN ROAD STREET 2: SUITE 210 N CITY: MELVILLE STATE: NY ZIP: 11747 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002011177 XXXXXXXX 03-31-2025 03-31-2025 Long Island Wealth Management, Inc.

155 PINELAWN ROAD SUITE 210 N MELVILLE NY 11747

13F HOLDINGS REPORT 028-23879 000173363 801-80445 N Jeffrey J. Myers Chief Compliance Officer (516) 238-7629 Jeffrey J. Myers Melville NY 05-13-2025 0 78 164214351 false INFORMATION TABLE 2 liwealth13f0512252037.xml ABBVIE INC COM 00287Y109 211196 1008 SH SOLE 0 0 0 AIM ETF PRODUCTS TRUST US LRGCP B20 APR 00888H208 557371 17369 SH SOLE 0 0 0 AIM ETF PRODUCTS TRUST US LRGCP B20 JUL 00888H406 1617627 46934 SH SOLE 0 0 0 AIM ETF PRODUCTS TRUST US LRGCP B20 OCT 00888H505 831852 23686 SH SOLE 0 0 0 AIM ETF PRODUCTS TRUST US LRGCP B20 DEC 00888H794 329450 11000 SH SOLE 0 0 0 AIM ETF PRODUCTS TRUST US LRGCP B20 JAN 00888H802 1620814 48805 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 210917 1109 SH SOLE 0 0 0 AMGEN INC COM 031162100 215593 692 SH SOLE 0 0 0 APPLE INC COM 037833100 942416 4243 SH SOLE 0 0 0 BAXTER INTL INC COM 071813109 374107 10929 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4443848 8344 SH SOLE 0 0 0 BROADCOM INC COM 11135F101 367007 2192 SH SOLE 0 0 0 CONSOLIDATED EDISON INC COM 209115104 330040 2984 SH SOLE 0 0 0 COSTCO WHSL CORP NEW COM 22160K105 1041304 1101 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 1326266 21929 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1028255 19970 SH SOLE 0 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 225887 5739 SH SOLE 0 0 0 DIREXION SHS ETF TR DAILY NVDA BEAR 25461A700 97795 13415 SH SOLE 0 0 0 FORTIVE CORP COM 34959J108 368681 5038 SH SOLE 0 0 0 HANESBRANDS INC COM 410345102 76531 13264 SH SOLE 0 0 0 HOME DEPOT INC COM 437076102 265339 724 SH SOLE 0 0 0 HONEYWELL INTL INC COM 438516106 254100 1200 SH SOLE 0 0 0 INNOVATOR ETFS TRUST GRWT100 PWR BUF 45782C276 275402 4588 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US SML CP PWR B 45782C284 915790 32747 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C300 1217632 31924 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US SML CP PWR ET 45782C342 368503 11945 SH SOLE 0 0 0 INNOVATOR ETFS TRUST GRWT100 PWR BF 45782C466 283333 6110 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US SML CP PWR B 45782C474 10571177 295780 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508 4311221 103960 SH SOLE 0 0 0 INNOVATOR ETFS TRUST EMRGNG MKT JAN 45782C516 4505644 149008 SH SOLE 0 0 0 INNOVATOR ETFS TRUST INTRNL DEV JAN 45782C524 7161111 223966 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US EQTY ULTRA B 45782C532 1405100 40965 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C540 997302 26524 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US SML CP PWR B 45782C599 567386 19386 SH SOLE 0 0 0 INNOVATOR ETFS TRUST INTERNATIONAL DV 45782C631 661458 21581 SH SOLE 0 0 0 INNOVATOR ETFS TRUST INTRNL DEV JULY 45782C722 902487 30992 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 496697 12785 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 1488316 37032 SH SOLE 0 0 0 INNOVATOR ETFS TRUST US EQTY ULTRA B 45782C821 607935 17596 SH SOLE 0 0 0 INNOVATOR ETFS TRUST DEFINED WLT SHLD 45783Y855 6707632 213755 SH SOLE 0 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 422737 902 SH SOLE 0 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1617653 21650 SH SOLE 0 0 0 ELI LILLY & CO COM 532457108 846558 1025 SH SOLE 0 0 0 MICROSOFT CORP COM 594918104 757520 2018 SH SOLE 0 0 0 NVIDIA CORPORATION COM 67066G104 213509 1970 SH SOLE 0 0 0 PACER FDS TR US LRG CP CASH 69374H360 1220480 39639 SH SOLE 0 0 0 PACER FDS TR US SMALL CAP CAS 69374H857 5841255 155767 SH SOLE 0 0 0 PACER FDS TR US CASH COWS 100 69374H881 696492 12719 SH SOLE 0 0 0 PGIM ROCK ETF TR S&P 500 BUFFER 69420N205 7786675 281576 SH SOLE 0 0 0 PGIM ROCK ETF TR LADDERED S&P 500 69420N692 4408461 168551 SH SOLE 0 0 0 PROSHARES TR SP500 EX TECH 74347B557 562242 6172 SH SOLE 0 0 0 SPDR GOLD TR GOLD SHS 78463V107 232817 808 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 11993563 557063 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 4710638 188125 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1355418 50994 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2680038 102292 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 630795 26923 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2183805 110405 SH SOLE 0 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 225270 1091 SH SOLE 0 0 0 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 9591299 108992 SH SOLE 0 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 453747 2339 SH SOLE 0 0 0 VANGUARD WELLINGTON FD US VALUE FACTR 921935805 1013548 8891 SH SOLE 0 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 396357 5176 SH SOLE 0 0 0 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2420529 29184 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1512725 13046 SH SOLE 0 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1486467 24505 SH SOLE 0 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 302305 929 SH SOLE 0 0 0 VANGUARD WORLD FD FINANCIALS ETF 92204A405 628387 5260 SH SOLE 0 0 0 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 903338 3412 SH SOLE 0 0 0 VANGUARD WORLD FD INF TECH ETF 92204A702 1294590 2387 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1117065 14151 SH SOLE 0 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4350977 53216 SH SOLE 0 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1009554 20346 SH SOLE 0 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2544291 4951 SH SOLE 0 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 5278730 30644 SH SOLE 0 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 747665 2016 SH SOLE 0 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 4784355 27697 SH SOLE 0 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 15811974 57532 SH SOLE 0 0 0