Fingerlakes Wealth Management, Inc. Top Holdings and 13F Report (2026) About Fingerlakes Wealth Management, Inc.Investment ActivityFingerlakes Wealth Management, Inc. has $150.78 million in total holdings as of March 31, 2026.Fingerlakes Wealth Management, Inc. owns shares of 97 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 2.37% of the portfolio was purchased this quarter.About 2.02% of the portfolio was sold this quarter.This quarter, Fingerlakes Wealth Management, Inc. has purchased 97 new stocks and bought additional shares in 45 stocks.Fingerlakes Wealth Management, Inc. sold shares of 43 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $10,355,756Vanguard Mega Cap Value ETF $8,077,028Invesco QQQ $7,957,222Apple $7,795,359Schwab U.S. Large-Cap Growth ETF $7,158,989 Largest New Holdings this Quarter 219350105 - Corning $232,389 Holding00206R102 - AT&T $200,655 Holding Largest Purchases this Quarter Vanguard Mega Cap Value ETF 4,764 shares (about $690.54K)Schwab U.S. Large-Cap Growth ETF 14,524 shares (about $423.08K)Invesco ESG NASDAQ 100 ETF 7,742 shares (about $306.26K)Corning 1,709 shares (about $232.39K)Vanguard FTSE Developed Markets ETF 3,305 shares (about $211.78K) Largest Sales this Quarter Vanguard Mega Cap Growth ETF 1,117 shares (about $410.42K)Technology Select Sector SPDR Fund 2,871 shares (about $381.56K)Apple 1,181 shares (about $299.72K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 2,773 shares (about $219.24K)Invesco QQQ 339 shares (about $195.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFingerlakes Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$10,355,756$410,424 â–¼-3.8%28,1846.9%ETFMGVVanguard Mega Cap Value ETF$8,077,028$690,540 â–²9.3%55,7235.4%ETFQQQInvesco QQQ$7,957,222$195,669 â–¼-2.4%13,7865.3%FinanceAAPLApple$7,795,359$299,724 â–¼-3.7%30,7165.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$7,158,989$423,084 â–²6.3%245,7604.7%ETFXLKTechnology Select Sector SPDR Fund$5,982,371$381,557 â–¼-6.0%45,0144.0%ETFVGTVanguard Information Technology ETF$4,824,176$194,670 â–¼-3.9%6,9143.2%ETFVTIVanguard Total Stock Market ETF$4,767,711$26,949 â–¼-0.6%14,8613.2%ETFQWLDSPDR MSCI World StrategicFactors ETF$4,445,908$113,796 â–²2.6%31,0602.9%ETFFTECFidelity MSCI Information Technology Index ETF$3,972,668$105,896 â–¼-2.6%19,0952.6%ETFBBUSJPMorgan BetaBuilders U.S. Equity ETF$3,534,791$74,762 â–²2.2%30,1652.3%ETFMSFTMicrosoft$3,291,323$7,404 â–¼-0.2%8,8912.2%Computer and TechnologyQQMGInvesco ESG NASDAQ 100 ETF$3,201,858$306,257 â–²10.6%80,9412.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$3,155,652$10,190 â–¼-0.3%6,8132.1%FinanceDSIiShares ESG MSCI KLD 400 ETF$2,566,240$125,676 â–²5.1%21,1751.7%ETFESGVVanguard ESG U.S. Stock ETF$2,544,097$85,660 â–²3.5%22,6611.7%ETFSUSAiShares MSCI USA ESG Select ETF$2,482,059$42,669 â–²1.7%18,7891.6%ETFESGUiShares ESG Aware MSCI USA ETF$2,444,768$10,324 â–¼-0.4%17,2871.6%ManufacturingVOTVanguard Mid-Cap Growth ETF$2,437,376$772 â–²0.0%9,4711.6%ETFVOVanguard Mid-Cap ETF$2,397,466$11,488 â–¼-0.5%8,3481.6%ETFUSSGXtrackers MSCI USA Selection Equity ETF$2,285,714$107,843 â–²5.0%38,2991.5%ETFBRK.BBerkshire Hathaway$2,218,763$154,786 â–¼-6.5%4,6301.5%FinanceDGROiShares Core Dividend Growth ETF$2,192,136$68,706 â–²3.2%31,2361.5%ETFIWYiShares Russell Top 200 Growth ETF$2,104,340$111,973 â–²5.6%8,4571.4%ETFIVViShares Core S&P 500 ETF$2,052,866$86,216 â–²4.4%3,1431.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,010,295$219,237 â–¼-9.8%25,4271.3%ETFVTVanguard Total World Stock ETF$1,928,440$7,193 â–¼-0.4%13,9421.3%ETFAMATApplied Materials$1,876,064$23,583 â–¼-1.2%5,4891.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,631,859$28,618 â–¼-1.7%2,5091.1%FinanceLOWLowe's Companies$1,570,117$35,443 â–¼-2.2%6,6451.0%Retail/WholesaleNEENextEra Energy$1,537,480$9,846 â–²0.6%16,5531.0%UtilitiesVEAVanguard FTSE Developed Markets ETF$1,362,073$211,783 â–²18.4%21,2560.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,277,349$23,391 â–¼-1.8%21,5700.8%ETFVOOVanguard S&P 500 ETF$1,262,430$66,915 â–²5.6%2,1130.8%ETFGOOGLAlphabet$1,254,167$24,445 â–¼-1.9%4,3610.8%Computer and TechnologyGOOGAlphabet$1,170,227$11,189 â–¼-0.9%4,0790.8%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$1,097,989$29,086 â–¼-2.6%14,3450.7%ETFCSXCSX$1,053,043$56,484 â–¼-5.1%25,6530.7%TransportationHDHome Depot$969,607$17,761 â–¼-1.8%2,9480.6%Retail/WholesaleLLYEli Lilly and Company$963,756$14,714 â–²1.6%1,0480.6%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$959,382$65,597 â–¼-6.4%9,7990.6%ETFVUGVanguard Growth ETF$865,233$4,804 â–²0.6%1,9810.6%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$829,329$10,203 â–²1.2%17,6380.6%ETFCATCaterpillar$817,085$9,921 â–¼-1.2%1,1530.5%IndustrialsVBKVanguard Small-Cap Growth ETF$786,230$25,694 â–²3.4%2,6010.5%ETFVYMVanguard High Dividend Yield ETF$768,595$889 â–²0.1%5,1900.5%Financial ServicesAMZNAmazon.com$767,475$9,997 â–¼-1.3%3,6850.5%Retail/WholesaleNUMVNuveen ESG Mid-Cap Value ETF$741,829$6,475 â–²0.9%19,1340.5%ETFVNQVanguard Real Estate ETF$731,812$38,143 â–¼-5.0%8,2500.5%ETFXOMExxonMobil$692,646$4,920 â–¼-0.7%4,0830.5%EnergyVBVanguard Small-Cap ETF$660,960$10,999 â–²1.7%2,5240.4%ETFFRELFidelity MSCI Real Estate Index ETF$647,543$69,375 â–²12.0%24,0630.4%ETFJNJJohnson & Johnson$609,015$6,846 â–¼-1.1%2,4910.4%MedicalRPVInvesco S&P 500 Pure Value ETF$607,055$3,759 â–²0.6%5,6530.4%ETFESGDiShares ESG Aware MSCI EAFE ETF$572,278$129,085 â–²29.1%5,9850.4%ManufacturingMCDMcDonald's$561,386$2,798 â–²0.5%1,8060.4%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$548,675$193 â–²0.0%11,3550.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$545,820$57,606 â–²11.8%2,2740.4%ETFFNDXSchwab Fundamental U.S. Large Company ETF$532,003$165,990 â–²45.4%19,1020.4%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$531,859$864 â–²0.2%2,4630.4%ManufacturingIWPiShares Russell Mid-Cap Growth ETF$517,647$128 â–²0.0%4,0400.3%ETFVIGVanguard Dividend Appreciation ETF$493,404$1,936 â–²0.4%2,2940.3%ETFSHESPDR MSCI USA Gender Diversity ETF$491,180$6,518 â–¼-1.3%3,8430.3%ETFNZACSPDR MSCI ACWI Climate Paris Aligned ETF$476,008$11,747 â–¼-2.4%11,7110.3%ETFBNDVanguard Total Bond Market ETF$451,793$1,694 â–¼-0.4%6,1350.3%ETFLMTLockheed Martin$442,684$4,233 â–¼-0.9%7320.3%AerospaceEQIXEquinix$433,702$1,962 â–²0.5%4420.3%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$428,814$28,021 â–¼-6.1%4,4380.3%ETFNVDANVIDIA$422,349$17,787 â–²4.4%2,4220.3%Computer and TechnologyNUMGNuveen ESG Mid-Cap Growth ETF$420,199$53,074 â–²14.5%10,2290.3%ETFSPHBInvesco S&P 500 High Beta ETF$413,0140.0%3,5620.3%ETFXLIIndustrial Select Sector SPDR Fund$390,273$970 â–²0.2%2,4130.3%ETFCSCOCisco Systems$383,746$1,785 â–²0.5%4,9460.3%Computer and TechnologyNULGNuveen ESG Large-Cap Growth ETF$382,7600.0%4,2090.3%ETFSCHMSchwab U.S. Mid-Cap ETF$372,524$867 â–²0.2%12,0320.2%ETFIJHiShares Core S&P Mid-Cap ETF$358,766$540 â–²0.2%5,3130.2%ETFCOSTCostco Wholesale$355,1110.0%3560.2%Retail/WholesaleIBMInternational Business Machines$331,1960.0%1,3660.2%Computer and TechnologyUSRTiShares Core U.S. REIT ETF$328,007$9,766 â–¼-2.9%5,5420.2%ETFPLPlanet Labs PBC$279,5000.0%10,0000.2%Computer and TechnologyBTIBritish American Tobacco$278,8960.0%4,7700.2%Consumer StaplesGLDSPDR Gold Shares$274,955$31,841 â–²13.1%6390.2%FinanceAIVLWisdomTree U.S. AI Enhanced Value Fund$261,359$28,693 â–¼-9.9%2,2590.2%FinanceIUSViShares Core S&P U.S. Value ETF$254,196$1,023 â–²0.4%2,4860.2%ManufacturingIWRiShares Russell Mid-Cap ETF$245,200$6,514 â–¼-2.6%2,5220.2%ETFORCLOracle$241,543$9,415 â–¼-3.8%1,6420.2%Computer and TechnologyVSGXVanguard ESG International Stock ETF$238,433$4,591 â–¼-1.9%3,3240.2%ETFGLWCorning$232,389$232,389 â–²New Holding1,7090.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$229,207$310 â–²0.1%1,4780.2%ManufacturingMDLZMondelez International$227,551$53,948 â–¼-19.2%3,9480.2%Consumer StaplesPEPPepsiCo$220,687$15,064 â–¼-6.4%1,4210.1%Consumer StaplesPVALPutnam Focused Large Cap Value ETF$216,9200.0%4,6750.1%ETFWMWaste Management$202,947$24,593 â–¼-10.8%8830.1%Business ServicesTAT&T$200,655$200,655 â–²New Holding6,9220.1%Computer and TechnologyALLSPRING INCOME OPPORTUNIT$137,701$3,188 â–²2.4%21,2500.1%INC OPPTY FDVTNInv Vk Invt Ny$114,552$2,046 â–²1.8%10,4710.1%FinanceNEUBERGER R/EST SECS INC FD$40,856$51 â–¼-0.1%14,3860.0%COMIMCBiShares Morningstar Mid-Cap ETF$0$213,487 â–¼-100.0%00.0%ETFPGProcter & Gamble$0$206,485 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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