Fingerlakes Wealth Management, Inc. Portfolio Holdings

Fingerlakes Wealth Management, Inc.

  • $133 Million
  • Q2 2025

Fingerlakes Wealth Management, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Million distributed in 92 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 $10.7M, Invesco Qqq Trust, Series 1 with a value of $8.02M, Apple Inc. with a value of $6.65M, Technology Sector Spdr with a value of $5.77M, and Schwab Strategic Tr Us Large C with a value of $5.7M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $117M to 133M.

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

Portfolio value $133 Million
ETFs: $108 Million
Technology: $11.8 Million
Consumer Cyclical: $3.89 Million
Financial Services: $2.59 Million
Industrials: $1.99 Million
Communication Services: $1.55 Million
Healthcare: $1.21 Million
Utilities: $1.12 Million
Other: $1.56 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.7 Million 8.02% of portfolio
29,206
Q2 2025 Added 1.49%
$0
$8.02 Million 6.01% of portfolio
14,540
Q2 2025 Reduced 3.79%
$0
$5.77 Million 4.33% of portfolio
22,797
Q2 2025 Added 3.19%
$0
$5.7 Million 4.27% of portfolio
195,093
Q2 2025 Added 16.98%
$0
$5.36 Million 4.02% of portfolio
40,883
Q2 2025 Added 32.45%
$0
$5.04 Million 3.78% of portfolio
7,597
Q2 2025 Reduced 1.54%
$0
$4.49 Million 3.37% of portfolio
14,786
Q2 2025 Reduced 1.09%
$0
$4.03 Million 3.02% of portfolio
20,424
Q2 2025 Reduced 2.46%
$0
$3.62 Million 2.71% of portfolio
26,849
Q2 2025 Added 14.06%
$0
$3.12 Million 2.34% of portfolio
7,083
Q2 2025 Reduced 1.09%
$0
$2.87 Million 2.15% of portfolio
25,645
Q2 2025 Added 11.39%
$0
$2.68 Million 2.01% of portfolio
9,427
Q2 2025 Added 0.17%
$0
$2.58 Million 1.93% of portfolio
68,155
Q2 2025 Added 2.09%
$0
$2.39 Million 1.79% of portfolio
17,691
Q2 2025 Reduced 1.54%
$0
$2.37 Million 1.78% of portfolio
8,465
Q2 2025 Reduced 2.72%
$0
$2.35 Million 1.76% of portfolio
21,403
Q2 2025 Reduced 1.15%
$0
$2.18 Million 1.64% of portfolio
17,220
Q2 2025 Added 0.18%
$0
$2.19 Million 1.64% of portfolio
18,886
Q2 2025 Added 0.52%
$0
$1.99 Million 1.49% of portfolio
34,992
Q2 2025 Added 0.89%
$0
$1.92 Million 1.44% of portfolio
3,085
Q2 2025 Added 0.1%
$0
$1.8 Million 1.35% of portfolio
14,030
Q2 2025 Added 0.47%
$0
$1.61 Million 1.21% of portfolio
25,158
Q2 2025 Added 10.21%
$0
$1.57 Million 1.18% of portfolio
2,538
Q2 2025 Reduced 0.24%
$0
$1.38 Million 1.03% of portfolio
5,599
Q2 2025 Added 28.92%
$0
$1.28 Million 0.96% of portfolio
23,473
Q2 2025 Reduced 1.33%
$0
$1.15 Million 0.86% of portfolio
15,868
Q2 2025 Reduced 5.35%
$0
$1.13 Million 0.85% of portfolio
1,990
Q2 2025 Added 31.44%
$0
$1.11 Million 0.83% of portfolio
11,660
Q2 2025 Reduced 2.3%
$0
$941,000 0.71% of portfolio
2,147
Q1 2025 Added 0.14%
$0
$831,000 0.62% of portfolio
9,333
Q2 2025 Reduced 10.22%
$0
$720,000 0.54% of portfolio
17,443
Q2 2025 Added 0.5%
$0
$689,000 0.52% of portfolio
5,172
Q2 2025 Added 0.1%
$0
$670,000 0.5% of portfolio
11,758
Q2 2025 Added 48.29%
$0
$664,000 0.5% of portfolio
18,438
Q2 2025 Added 1.65%
$0
$656,000 0.49% of portfolio
3,084
Q2 2025 Reduced 0.06%
$0
$620,000 0.46% of portfolio
2,617
Q2 2025 Added 0.42%
$0
$617,000 0.46% of portfolio
2,230
Q2 2025 Added 0.27%
$0
$570,000 0.43% of portfolio
4,115
Q2 2025 Added 0.1%
$0
$531,000 0.4% of portfolio
12,476
Q2 2025 Reduced 0.8%
$0
$519,000 0.39% of portfolio
5,543
Q2 2025 Added 0.6%
$0
$496,000 0.37% of portfolio
2,067
Q2 2025 Reduced 0.14%
$0
$483,000 0.36% of portfolio
3,870
Q2 2025 Reduced 0.08%
$0
$458,000 0.34% of portfolio
16,972
Q2 2025 Added 11.65%
$0
$455,000 0.34% of portfolio
5,137
Q2 2025 Reduced 1.98%
$0
$424,000 0.32% of portfolio
8,757
Q2 2025 Added 19.26%
$0
$411,000 0.31% of portfolio
2,260
Q2 2025 Reduced 0.09%
$0
$384,000 0.29% of portfolio
4,311
Q2 2025 Added 2.52%
$0
$383,000 0.29% of portfolio
6,772
Q2 2025 Reduced 10.27%
$0
$376,000 0.28% of portfolio
4,008
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $133 Million
  • Prior Value $117 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Fingerlakes Wealth Management, Inc. Portfolio

Follow Fingerlakes Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email