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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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