§ 13F · FUND PROFILE
Fingerlakes Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $153M (13F)Positions · 98Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$433K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | 28K | $10M | 6.9% | −4% |
| 2 | MGV | VANGUARD WORLD FD | 56K | $8M | 5.4% | +9% |
| 3 | QQQ | INVESCO QQQ TR | 14K | $8M | 5.3% | −2% |
| 4 | AAPL | APPLE INC | 31K | $8M | 5.2% | −4% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 246K | $7M | 4.7% | +6% |
| 6 | XLK | SELECT SECTOR SPDR TR | 45K | $6M | 4.0% | −6% |
| 7 | VGT | VANGUARD WORLD FD | 7K | $5M | 3.2% | −4% |
| 8 | VTI | VANGUARD INDEX FDS | 15K | $5M | 3.2% | −1% |
| 9 | QWLD | SPDR INDEX SHS FDS | 31K | $4M | 2.9% | +3% |
| 10 | FTEC | FIDELITY COVINGTON TRUST | 19K | $4M | 2.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINGERLAKES SIGNAL
AC read
Fingerlakes Wealth Management, Inc. is a Other fund managing $153 million in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed