Fingerlakes Wealth Management, Inc. - Portfolio overview

Fingerlakes Wealth Management, Inc. has 103 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. MGK - VANGUARD WORLD FD, 6.77%
2. MGV - VANGUARD WORLD FD, 5.28%
3. QQQ - INVESCO QQQ TR, 5.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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