Long Island Wealth Management »

Akre Focus Etf shares owned by Long Island Wealth Management

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Long Island Wealth Management from 13F filings

Historical chart of Long Island Wealth Management investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Long Island Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Akre Focus Etf by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $417k 6.4k 65.51

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust GRWT100 PWR BF (NJAN)
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Long Island Wealth Management

Top funds holding Akre Focus Etf

Cambridge Investment Research Advisors
UBS Group
Wealth Enhancement Advisory Services
Affiance Financial
Miracle Mile Advisors
Assetmark
Parisi Gray Wealth Management
Stratos Wealth Partners
Aprio Wealth Management
Urban Financial Advisory Corp
Lighthouse Wealth Management
Cary Street Partners Financial
Canal Capital Management
Montz Harcus Wealth Management
Perigon Wealth Management

View all funds holding Akre Focus Etf