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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54,000 0.04% of portfolio
12,874
Q2 2025 New
$0
$41,000 0.03% of portfolio
13,028
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
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