Fingerlakes Wealth Management, Inc. Portfolio Holdings

Fingerlakes Wealth Management, Inc.

  • $153 Million
  • Q3 2025

Fingerlakes Wealth Management, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $153 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $12M, Invesco Qqq Trust, Series 1 with a value of $8.67M, Apple Inc. with a value of $8.19M, Schwab Strategic Tr Us Large C with a value of $6.96M, and Technology Sector Spdr with a value of $6.96M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $133M to 153M.

Below you can find more details about Fingerlakes Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $153 Million
ETFs: $121 Million
Technology: $15.7 Million
Consumer Cyclical: $4.52 Million
Financial Services: $2.88 Million
Industrials: $2.23 Million
Communication Services: $2.12 Million
Healthcare: $1.25 Million
Utilities: $1.22 Million
Other: $1.95 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Million 7.89% of portfolio
29,937
Q3 2025 Added 2.5%
$0
$8.67 Million 5.68% of portfolio
14,442
Q3 2025 Reduced 0.67%
$4.3T
$8.19 Million 5.36% of portfolio
32,164
Q3 2025 Reduced 0.82%
$0
$6.96 Million 4.56% of portfolio
218,248
Q3 2025 Added 11.87%
$0
$6.96 Million 4.55% of portfolio
24,678
Q3 2025 Added 8.25%
$0
$6.49 Million 4.25% of portfolio
47,143
Q3 2025 Added 15.31%
$0
$5.62 Million 3.68% of portfolio
7,529
Q3 2025 Reduced 0.9%
$0
$4.83 Million 3.16% of portfolio
14,720
Q3 2025 Reduced 0.45%
$3.78T
$4.62 Million 3.03% of portfolio
8,923
Q3 2025 Added 74.76%
$0
$4.45 Million 2.91% of portfolio
20,027
Q3 2025 Reduced 1.94%
$0
$4.01 Million 2.62% of portfolio
28,529
Q3 2025 Added 6.26%
$0
$3.39 Million 2.22% of portfolio
28,100
Q3 2025 Added 9.57%
$0
$3.29 Million 2.16% of portfolio
7,099
Q3 2025 Added 0.23%
$0
$2.86 Million 1.87% of portfolio
69,208
Q3 2025 Added 1.55%
$0
$2.84 Million 1.86% of portfolio
9,656
Q3 2025 Added 2.43%
$662B
$2.57 Million 1.69% of portfolio
5,121
Q3 2025 Reduced 0.14%
$0
$2.56 Million 1.67% of portfolio
21,596
Q3 2025 Added 0.9%
$0
$2.46 Million 1.61% of portfolio
8,382
Q3 2025 Reduced 0.98%
$0
$2.42 Million 1.59% of portfolio
30,050
Q3 2025 Reduced 1.84%
$0
$2.41 Million 1.58% of portfolio
19,168
Q3 2025 Added 1.49%
$0
$2.38 Million 1.56% of portfolio
17,579
Q3 2025 Added 2.08%
$0
$2.18 Million 1.42% of portfolio
35,463
Q3 2025 Added 1.35%
$0
$2.07 Million 1.36% of portfolio
3,093
Q3 2025 Added 0.26%
$0
$1.95 Million 1.28% of portfolio
28,671
Q3 2025 Added 13.96%
$0
$1.94 Million 1.27% of portfolio
7,079
Q3 2025 Added 26.43%
$0
$1.93 Million 1.26% of portfolio
13,995
Q3 2025 Reduced 0.25%
$140B
$1.72 Million 1.13% of portfolio
6,862
Q3 2025 Reduced 1.96%
$0
$1.7 Million 1.11% of portfolio
2,546
Q3 2025 Added 0.32%
$0
$1.33 Million 0.87% of portfolio
23,211
Q3 2025 Reduced 1.12%
$0
$1.22 Million 0.8% of portfolio
11,652
Q3 2025 Reduced 0.07%
$168B
$1.22 Million 0.8% of portfolio
16,215
Q3 2025 Added 0.77%
$0
$1.22 Million 0.8% of portfolio
1,993
Q3 2025 Added 0.15%
$367B
$1.21 Million 0.79% of portfolio
2,980
Q3 2025 Added 11.95%
$0
$1.15 Million 0.76% of portfolio
14,738
Q3 2025 Reduced 7.12%
$197B
$1.14 Million 0.75% of portfolio
5,567
Q3 2025 Added 0.23%
$1.65T
$1.12 Million 0.74% of portfolio
4,626
Q3 2025 Reduced 0.3%
$0
$1.06 Million 0.7% of portfolio
2,218
Q3 2025 Added 3.31%
$1.74T
$993,000 0.65% of portfolio
4,081
Q3 2025 Reduced 1.73%
$73.4B
$965,000 0.63% of portfolio
27,188
Q3 2025 Reduced 1.32%
$0
$924,000 0.61% of portfolio
15,429
Q3 2025 Added 31.22%
$2.39T
$848,000 0.56% of portfolio
3,864
Q2 2025 Reduced 2.03%
$0
$811,000 0.53% of portfolio
8,875
Q3 2025 Reduced 4.91%
$971B
$788,000 0.52% of portfolio
1,034
Q3 2025 Reduced 6.17%
$0
$783,000 0.51% of portfolio
17,387
Q3 2025 Reduced 0.32%
$0
$729,000 0.48% of portfolio
5,176
Q3 2025 Added 0.08%
$0
$719,000 0.47% of portfolio
18,596
Q3 2025 Added 0.86%
$0
$704,000 0.46% of portfolio
2,368
Q3 2025 Added 6.19%
$0
$688,000 0.45% of portfolio
2,998
Q3 2025 Reduced 2.79%
$0
$660,000 0.43% of portfolio
2,598
Q3 2025 Reduced 0.73%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $153 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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