Fingerlakes Wealth Management

Fingerlakes Wealth Management as of March 31, 2026

Portfolio Holdings for Fingerlakes Wealth Management

Fingerlakes Wealth Management holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard World Mega Grwth Ind (MGK) 6.9 $10M 28k 367.43
Vanguard World Mega Cap Val Etf (MGV) 5.4 $8.1M 56k 144.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.3 $8.0M 14k 577.20
Apple (AAPL) 5.2 $7.8M 31k 253.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.7 $7.2M 246k 29.13
Select Sector Spdr Tr State Street Tec (XLK) 4.0 $6.0M 45k 132.90
Vanguard World Inf Tech Etf (VGT) 3.2 $4.8M 6.9k 697.74
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $4.8M 15k 320.82
Spdr Index Shs Fds State Street Spd (QWLD) 2.9 $4.4M 31k 143.14
Fidelity Covington Trust Msci Info Tech I (FTEC) 2.6 $4.0M 19k 208.05
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 2.3 $3.5M 30k 117.18
Microsoft Corporation (MSFT) 2.2 $3.3M 8.9k 370.19
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) 2.1 $3.2M 81k 39.56
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 2.1 $3.2M 6.8k 463.18
Ishares Tr Esg Msci Kld 400 (DSI) 1.7 $2.6M 21k 121.19
Vanguard World Esg Us Stk Etf (ESGV) 1.7 $2.5M 23k 112.27
Ishares Tr Esg Optimized (SUSA) 1.6 $2.5M 19k 132.10
Ishares Tr Esg Awr Msci Usa (ESGU) 1.6 $2.4M 17k 141.42
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.6 $2.4M 9.5k 257.35
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $2.4M 8.3k 287.19
Dbx Etf Tr Xtrackers Msci (USSG) 1.5 $2.3M 38k 59.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.2M 4.6k 479.21
Ishares Tr Core Div Grwth (DGRO) 1.5 $2.2M 31k 70.18
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.4 $2.1M 8.5k 248.83
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.1M 3.1k 653.15
Spdr Series Trust State Street Spd (SPTM) 1.3 $2.0M 25k 79.06
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.3 $1.9M 14k 138.32
Applied Materials (AMAT) 1.2 $1.9M 5.5k 341.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $1.6M 2.5k 650.40
Lowe's Companies (LOW) 1.0 $1.6M 6.6k 236.29
Nextera Energy (NEE) 1.0 $1.5M 17k 92.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $1.4M 21k 64.08
Spdr Series Trust State Street Spd (SPMD) 0.8 $1.3M 22k 59.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.3M 2.1k 597.46
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.3M 4.4k 287.59
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.2M 4.1k 286.89
Spdr Series Trust State Street Spd (SPYM) 0.7 $1.1M 14k 76.54
CSX Corporation (CSX) 0.7 $1.1M 26k 41.05
Home Depot (HD) 0.6 $970k 2.9k 328.90
Eli Lilly & Co. (LLY) 0.6 $964k 1.0k 919.61
Spdr Series Trust State Street Spd (SPYG) 0.6 $959k 9.8k 97.91
Vanguard Index Fds Growth Etf (VUG) 0.6 $865k 2.0k 436.77
Ishares Tr Esg Aware Msci (ESML) 0.6 $829k 18k 47.02
Caterpillar (CAT) 0.5 $817k 1.2k 708.66
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $786k 2.6k 302.28
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $769k 5.2k 148.09
Amazon (AMZN) 0.5 $768k 3.7k 208.27
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.5 $742k 19k 38.77
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $732k 8.3k 88.70
Exxon Mobil Corporation (XOM) 0.5 $693k 4.1k 169.64
Vanguard Index Fds Small Cp Etf (VB) 0.4 $661k 2.5k 261.87
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.4 $648k 24k 26.91
Johnson & Johnson (JNJ) 0.4 $609k 2.5k 244.49
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.4 $607k 5.7k 107.39
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $572k 6.0k 95.62
McDonald's Corporation (MCD) 0.4 $561k 1.8k 310.85
Spdr Series Trust State Street Spd (SPSM) 0.4 $549k 11k 48.32
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $546k 2.3k 240.03
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $532k 19k 27.85
First Tr Exchange-traded SHS (QTEC) 0.4 $532k 2.5k 215.94
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $518k 4.0k 128.13
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $493k 2.3k 215.08
Spdr Series Trust State Street Spd (SHE) 0.3 $491k 3.8k 127.81
Spdr Index Shs Fds Sst Spdr Msci (NZAC) 0.3 $476k 12k 40.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $452k 6.1k 73.64
Lockheed Martin Corporation (LMT) 0.3 $443k 732.00 604.76
Equinix (EQIX) 0.3 $434k 442.00 981.23
Spdr Series Trust State Street Spd (SLYG) 0.3 $429k 4.4k 96.62
NVIDIA Corporation (NVDA) 0.3 $422k 2.4k 174.38
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.3 $420k 10k 41.08
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.3 $413k 3.6k 115.95
Select Sector Spdr Tr State Street Ind (XLI) 0.3 $390k 2.4k 161.74
Cisco Systems (CSCO) 0.3 $384k 4.9k 77.59
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $383k 4.2k 90.94
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $373k 12k 30.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $359k 5.3k 67.53
Costco Wholesale Corporation (COST) 0.2 $355k 356.00 997.50
International Business Machines (IBM) 0.2 $331k 1.4k 242.46
Ishares Tr Cre U S Reit Etf (USRT) 0.2 $328k 5.5k 59.19
Planet Labs Pbc Com Cl A (PL) 0.2 $280k 10k 27.95
British Amern Tob Sponsored Adr (BTI) 0.2 $279k 4.8k 58.47
Spdr Gold Tr Gold Shs (GLD) 0.2 $275k 639.00 430.29
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.2 $261k 2.3k 115.70
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $254k 2.5k 102.25
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $245k 2.5k 97.22
Oracle Corporation (ORCL) 0.2 $242k 1.6k 147.10
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $238k 3.3k 71.73
Corning Incorporated (GLW) 0.2 $232k 1.7k 135.98
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $229k 1.5k 155.08
Mondelez Intl Cl A (MDLZ) 0.2 $228k 3.9k 57.64
Pepsi (PEP) 0.1 $221k 1.4k 155.30
Putnam Etf Trust Focused Lar Cap (PVAL) 0.1 $217k 4.7k 46.40
Waste Management (WM) 0.1 $203k 883.00 229.84
At&t (T) 0.1 $201k 6.9k 28.99
Allspring Income Opportunit Inc Oppty Fd (EAD) 0.1 $138k 21k 6.48
Invesco Van Kampen Trust for IGNYM Fund (VTN) 0.1 $115k 11k 10.94
Neuberger Berman Real Estate Sec (NRO) 0.0 $41k 14k 2.84