Fingerlakes Wealth Management, Inc. 13F Holdings
CIK 0001910248 · ITHACA, NY
As of Sep 30, 2025, Fingerlakes Wealth Management, Inc. reported 98 positions worth
CIK 0001910248 · ITHACA, NY
As of Sep 30, 2025, Fingerlakes Wealth Management, Inc. reported 98 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD WORLD FUND | MGK | — | 29,937 | 2.0M | 7.86% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 14,442 | $8.7M | 5.65% |
| APPLE INC | AAPL | Technology | 32,164 | $8.2M | 5.34% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 218,248 | $7.0M | 4.54% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 24,678 | $7.0M | 4.54% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 47,143 | $6.5M | 4.23% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 7,529 | $5.6M | 3.67% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 14,720 | $4.8M | 3.15% |
| MICROSOFT CORP | MSFT | Technology | 8,923 | $4.6M | 3.01% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | FTEC | — | 20,027 | $4.4M | 2.90% |
| SPDR MSCI WORLD STRATEGICFACTORS ETF | QWLD | — | 28,529 | $4.0M | 2.61% |
| JPMORGAN BETABUILDERS US EQUITY ETF | BBUS | — | 28,100 | $3.4M | 2.21% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 7,099 | $3.3M | 2.15% |
| INVESCO ESG NASDAQ 100 ETF | QQMG | — | 69,208 | $2.9M | 1.87% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 9,656 | $2.8M | 1.85% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,121 | $2.6M | 1.68% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 17,583 | $2.6M | 1.67% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 21,596 | $2.6M | 1.67% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 8,382 | $2.5M | 1.61% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 30,050 | $2.4M | 1.58% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 19,168 | $2.4M | 1.57% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 17,579 | $2.4M | 1.56% |
| XTRACKERS MSCI USA SELECTION EQUITY ETF | USSG | — | 35,463 | $2.2M | 1.42% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,093 | $2.1M | 1.35% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 28,671 | $2.0M | 1.27% |