Fingerlakes Wealth Management, Inc.: 13F holdings

CIK 19102482026Q2

Positions101
Reported value$185.8m
Filed2026-07-23

Change since last quarter

Positions101 (+4 vs prior quarter)
Reported value$185.8m (+23.2%)

Top 10 holdings

SecuritySharesValueWeight
MGK VANGUARD WORLD FD145,553$12.8m6.9%
QQQ INVESCO QQQ TR13,694$10.1m5.4%
MGV VANGUARD WORLD FD60,926$10.0m5.4%
SCHG SCHWAB STRATEGIC TR262,572$8.9m4.8%
AAPL APPLE INC30,658$8.9m4.8%
XLK SELECT SECTOR SPDR TR45,201$8.6m4.6%
VGT VANGUARD WORLD FD56,264$6.7m3.6%
FTEC FIDELITY COVINGTON TRUST19,535$5.6m3.0%
VTI VANGUARD INDEX FDS14,751$5.5m2.9%
SPDR INDEX SHS FDS33,473$5.1m2.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1910248")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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