13F Insight
DOSSIER · 13F-HR · Q2 2026

Fingerlakes Wealth Management, Inc.

$186M in tracked AUM across 101 positions as of Q2 2026.

FW
CIK 0001910248 · last filed Jun 30, 2026
Total AUM
$186M
as of Q2 2026
Holdings
101
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Fingerlakes Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MGK
VANGUARD WORLD FD
$13M146K6.9%02
QQQ
INVESCO QQQ TR
$10M14K5.4%03
MGV
VANGUARD WORLD FD
$10M61K5.4%04
SCHG
SCHWAB STRATEGIC TR
$9M263K4.8%05
AAPL
APPLE INC
$9M31K4.8%06
XLK
SELECT SECTOR SPDR TR
$9M45K4.6%07
VGT
VANGUARD WORLD FD
$7M56K3.6%08
FTEC
FIDELITY COVINGTON TRUST
$6M20K3.0%09
VTI
VANGUARD INDEX FDS
$5M15K2.9%10
QWLD
SPDR INDEX SHS FDS
$5M33K2.7%

Filing history

2026Q2Jun 30
$186M▲ 23.2%
101 positionsView →2026Q1Mar 31
$151M▼ 4.2%
97 positionsView →2025Q4Dec 31
$157M▲ 2.6%
97 positionsView →2025Q3Sep 30
$153M▲ 14.4%
98 positionsView →2025Q2Jun 30
$134M▲ 14.0%
92 positionsLocked2025Q1Mar 31
$118M▼ 5.1%
86 positionsLocked2024Q4Dec 31
$124M▲ 3.0%
86 positionsLocked2024Q3Sep 30
$120M▲ 8.0%
89 positionsLocked2024Q2Jun 30
$111M▲ 7.6%
89 positionsLocked2024Q1Mar 31
$104M▲ 11.3%
90 positionsLocked2023Q4Dec 31
$93M▲ 13.7%
85 positionsLocked2023Q3Sep 30
$82M▼ 6.3%
81 positionsLocked
Showing 12 of 19