What does Fingerlakes Wealth Management, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Fingerlakes Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD WORLD FD

$10M28K6.9%

VANGUARD WORLD FD

$8M56K5.4%

INVESCO QQQ TR

$8M14K5.3%

APPLE INC

$8M31K5.2%

SCHWAB STRATEGIC TR

$7M246K4.7%

SELECT SECTOR SPDR TR

$6M45K4.0%

VANGUARD WORLD FD

$5M7K3.2%

VANGUARD INDEX FDS

$5M15K3.2%

SPDR INDEX SHS FDS

$4M31K2.9%

FIDELITY COVINGTON TRUST

$4M19K2.6%

Filing history loading…