Fingerlakes Wealth Management, Inc.
Q3 2025 13F Holdings
- Locationithaca, NY
- Num holdings
98
- Value ($000)
$153,340
- Date Filed 10/23/2025
- Form type13F-HR
- CIK 0001910248
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
M VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $12.05M | 8 % | 29,937 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.67M | 6 % | 14,442 | ||
A APPLE INC | COM | 037833100 | $8.19M | 5 % | 32,164 | ||
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $6.96M | 5 % | 218,248 | ||
X SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $6.96M | 5 % | 24,678 | ||
M VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $6.49M | 4 % | 47,143 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $5.62M | 4 % | 7,529 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.83M | 3 % | 14,720 | ||
M MICROSOFT CORP | COM | 594918104 | $4.62M | 3 % | 8,923 | ||
F FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $4.45M | 3 % | 20,027 |
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