§ 13F · FUND PROFILE
Fingerlakes Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $134.0T (13F)Positions · 92Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$430.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | 29K | $12.1T | 7.7% | −2% |
| 2 | QQQ | INVESCO QQQ TR | 14K | $8.7T | 5.5% | −2% |
| 3 | AAPL | APPLE INC | 32K | $8.7T | 5.5% | −1% |
| 4 | SCHG | SCHWAB STRATEGIC TR | 231K | $7.5T | 4.8% | +6% |
| 5 | MGV | VANGUARD WORLD FD | 51K | $7.2T | 4.6% | +8% |
| 6 | XLK | SELECT SECTOR SPDR TR | 48K | $6.9T | 4.4% | +94% |
| 7 | VGT | VANGUARD WORLD FD | 7K | $5.4T | 3.4% | −4% |
| 8 | VTI | VANGUARD INDEX FDS | 15K | $5.0T | 3.2% | +2% |
| 9 | FTEC | FIDELITY COVINGTON TRUST | 20K | $4.4T | 2.8% | −2% |
| 10 | QWLD | SPDR INDEX SHS FDS | 30K | $4.3T | 2.8% | +6% |
§ 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 $133991.2 trillion in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed