Fingerlakes Wealth Management, Inc.

Est. AUM

$150.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WORLD FD	MEGA GRWTH IND	$10.4M	28184	6.87%	SOLE
2	VANGUARD WORLD FD	MEGA CAP VAL ETF	$8.1M	55723	5.36%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$8.0M	13786	5.28%	SOLE
4	APPLE INC	COM	$7.8M	30716	5.17%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.2M	245760	4.75%	SOLE
6	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.0M	45014	3.97%	SOLE
7	VANGUARD WORLD FD	INF TECH ETF	$4.8M	6914	3.20%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$4.8M	14861	3.16%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$4.4M	31060	2.95%	SOLE
10	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$4.0M	19095	2.63%	SOLE
11	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$3.5M	30165	2.34%	SOLE
12	MICROSOFT CORP	COM	$3.3M	8891	2.18%	SOLE
13	INVESCO EXCH TRADED FD TR II	ESG NASDAQ 100	$3.2M	80941	2.12%	SOLE
14	STATE STR SPDR DOW JONES IND	UT SER 1	$3.2M	6813	2.09%	SOLE
15	ISHARES TR	ESG MSCI KLD 400	$2.6M	21175	1.70%	SOLE
16	VANGUARD WORLD FD	ESG US STK ETF	$2.5M	22661	1.69%	SOLE
17	ISHARES TR	ESG OPTIMIZED	$2.5M	18789	1.65%	SOLE
18	ISHARES TR	ESG AWR MSCI USA	$2.4M	17287	1.62%	SOLE
19	VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.4M	9471	1.62%	SOLE
20	VANGUARD INDEX FDS	MID CAP ETF	$2.4M	8348	1.59%	SOLE
21	DBX ETF TR	XTRACKERS MSCI	$2.3M	38299	1.52%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.2M	4630	1.47%	SOLE
23	ISHARES TR	CORE DIV GRWTH	$2.2M	31236	1.45%	SOLE
24	ISHARES TR	RUS TP200 GR ETF	$2.1M	8457	1.40%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$2.1M	3143	1.36%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$2.0M	25427	1.33%	SOLE
27	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.9M	13942	1.28%	SOLE
28	APPLIED MATLS INC	COM	$1.9M	5489	1.24%	SOLE
29	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	2509	1.08%	SOLE
30	LOWES COS INC	COM	$1.6M	6645	1.04%	SOLE
31	NEXTERA ENERGY INC	COM	$1.5M	16553	1.02%	SOLE
32	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.4M	21256	0.90%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	21570	0.85%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2113	0.84%	SOLE
35	ALPHABET INC	CAP STK CL A	$1.3M	4361	0.83%	SOLE
36	ALPHABET INC	CAP STK CL C	$1.2M	4079	0.78%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	14345	0.73%	SOLE
38	CSX CORP	COM	$1.1M	25653	0.70%	SOLE
39	HOME DEPOT INC	COM	$970K	2948	0.64%	SOLE
40	ELI LILLY & CO	COM	$964K	1048	0.64%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$959K	9799	0.64%	SOLE
42	VANGUARD INDEX FDS	GROWTH ETF	$865K	1981	0.57%	SOLE
43	ISHARES TR	ESG AWARE MSCI	$829K	17638	0.55%	SOLE
44	CATERPILLAR INC	COM	$817K	1153	0.54%	SOLE
45	VANGUARD INDEX FDS	SML CP GRW ETF	$786K	2601	0.52%	SOLE
46	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$769K	5190	0.51%	SOLE
47	AMAZON COM INC	COM	$767K	3685	0.51%	SOLE
48	NUSHARES ETF TR	NUVEEN ESG MIDVL	$742K	19134	0.49%	SOLE
49	VANGUARD INDEX FDS	REAL ESTATE ETF	$732K	8250	0.49%	SOLE
50	EXXON MOBIL CORP	COM	$693K	4083	0.46%	SOLE

1–50 of 97

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.