Institutions / Fingerlakes Wealth Management, Inc.

Fingerlakes Wealth Management, Inc.

CIK 1910248 · Institution · as of Dec 31, 2025

Portfolio value

$157.32M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 97 →

Company	Class	Value	Shares	% of portfolio
Vanguard World Fd	—	$12.09M	29,301	7.7%
Invesco Qqq Tr	—	$8.68M	14,125	5.5%
Apple Inc.	—	$8.67M	31,897	5.5%
Schwab Strategic Tr	—	$7.54M	231,236	4.8%
Vanguard World Fd	—	$7.19M	50,959	4.6%
Select Sector SPDR Tr	—	$6.89M	47,885	4.4%
Vanguard World Fd	—	$5.42M	7,193	3.4%
Vanguard Index Fds	—	$5.01M	14,945	3.2%
Fidelity Covington Trust	—	$4.40M	19,604	2.8%
SPDR Index Shs Fds	—	$4.34M	30,265	2.8%
Microsoft Corp	—	$4.31M	8,911	2.7%
J P Morgan Exchange Traded F	—	$3.64M	29,527	2.3%
SPDR Dow Jones Indl Average	—	$3.28M	6,835	2.1%
Invesco Exch Traded Fd Tr II	—	$3.10M	73,199	2.0%
Vanguard World Fd	—	$2.65M	21,898	1.7%
Vanguard Index Fds	—	$2.64M	9,468	1.7%
iShares Tr	—	$2.59M	20,138	1.6%
iShares Tr	—	$2.59M	17,360	1.6%
iShares Tr	—	$2.57M	18,466	1.6%
Warren E. Buffett	—	$2.49M	4,953	1.6%
Vanguard Index Fds	—	$2.43M	8,388	1.5%
SPDR Series Trust	—	$2.33M	28,200	1.5%
Dbx ETF Tr	—	$2.32M	36,492	1.5%
iShares Tr	—	$2.22M	8,007	1.4%
iShares Tr	—	$2.10M	30,257	1.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.