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Fingerlakes Wealth Management, Inc.

13F filer · CIK 0001910248
Reported Jul 23, 2026
Net buyer this quarter
13F portfolio value$186MU.S. long equity reported on 13F
Positions423 new · 4 closed
Net flow last quarter+$446KBuys minus sells
Top 10 positions weight22.5%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 23, 202642 positions
QQQInvesco QQQ Trust, Series 1$10.1M5.43%Not reported-0.7%Q4 2021
AAPLApple Inc.$8.87M4.77%0.00%-0.2%Q4 2021
AMATApplied Materials Inc$3.98M2.14%0.00%+0.2%Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust$3.53M1.90%Not reported-0.8%Q4 2021
MSFTMicrosoft Corp$3.32M1.79%0.00%+0.2%Q4 2021
SUSASouthern USA Resources Inc.$3.11M1.67%Not reported+7.2%Q4 2021
VOTVan Kampen Municipal Opportunity Trust II$3.1M1.67%Not reported+6.9%Q4 2021
BRK.BBerkshire Hathaway Inc$2.29M1.23%Not reported-1.3%Q4 2021
SPYSPDR S&P 500 ETF Trust$1.88M1.01%Not reported+0.2%Q4 2021
GOOGLAlphabet Inc.$1.6M0.86%0.00%+2.7%Q4 2021
SPMDSupermedia Inc.$1.47M0.79%Not reported+0.6%Q4 2021
NEENextera Energy Inc$1.46M0.79%0.00%+0.7%Q4 2021
LOWLowes Companies Inc$1.45M0.78%0.00%-1.0%Q4 2021
GOOGAlphabet Inc.$1.42M0.77%Not reported-1.3%Q4 2021
LLYELI LILLY & Co$1.27M0.68%0.00%+1.1%Q4 2021
CATCaterpillar Inc$1.23M0.66%0.00%-0.2%Q4 2021
CSXCSX Corp$1.22M0.66%0.00%+0.2%Q4 2021
HDHome Depot, Inc.$1.04M0.56%0.00%+0.3%Q4 2021
AMZNAmazon Com Inc$882K0.47%0.00%+0.4%Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$821K0.44%Not reported+0.1%Q4 2021
JNJJohnson & Johnson$694K0.37%0.00%+9.8%Q4 2021
SHEShengkai Innovations, Inc.$595K0.32%Not reported+0.2%Q4 2021
CSCOCisco Systems, Inc.$594K0.32%0.00%+2.2%Q4 2021
XOMExxonMobil Holdings Corp$592K0.32%0.00%+6.1%Q3 2024
MCDMcdonalds Corp$494K0.27%0.00%+1.2%Q4 2021
NVDANvidia Corp$481K0.26%0.00%-0.7%Q1 2024
EQIXEquinix Inc$469K0.25%0.00%+1.6%Q4 2021
GLWCorning Inc$442K0.24%0.00%+1.4%Q1 2026
IBMInternational Business Machines Corp$385K0.21%0.00%+0.4%Q2 2022
LMTLockheed Martin Corp$376K0.20%0.00%+0.7%Q4 2021
USRTEnigma-Bulwark, Ltd.$370K0.20%Not reported+0.6%Q4 2021
COSTCostco Wholesale Corp$333K0.18%0.00%Not reportedQ3 2025
PLPlanet Labs PBC$331K0.18%0.00%Not reportedQ2 2022
BTIBritish American Tobacco p.l.c.$295K0.16%0.00%Not reportedQ4 2021
ORCLOracle Corp$237K0.13%0.00%-1.5%Q1 2024
MDLZMondelez International, Inc.$234K0.13%0.00%+2.7%Q4 2021
GLDSPDR Gold Trust$230K0.12%0.00%-2.4%Q3 2025
IMCBIntermountain Community Bancorp$211K0.11%0.00%Not reportedQ4 2021
SCZNXG NextGen Infrastructure Income Fund$209K0.11%Not reportedNot reportedQ4 2021
CHRWC. H. Robinson Worldwide, Inc.$206K0.11%0.00%Not reportedQ4 2021
EADAllspring Income Opportunities Fund$142K0.08%Not reported+2.4%Q3 2025
NRONeuberger Real Estate Securities Income Fund Inc$48.6K0.03%Not reported+11.6%Q2 2025
Q1 2026Reported Apr 21, 202643 positions
QQQInvesco QQQ Trust, Series 1$7.96M5.28%Not reported-2.4%Q4 2021
AAPLApple Inc.$7.8M5.17%0.00%-3.7%Q4 2021
MSFTMicrosoft Corp$3.29M2.18%0.00%-0.2%Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust$3.16M2.09%Not reported-0.3%Q4 2021
SUSASouthern USA Resources Inc.$2.48M1.65%Not reported+1.8%Q4 2021
VOTVan Kampen Municipal Opportunity Trust II$2.44M1.62%Not reported0.0%Q4 2021
BRK.BBerkshire Hathaway Inc$2.22M1.47%Not reported-6.5%Q4 2021
AMATApplied Materials Inc$1.88M1.24%0.00%-1.2%Q4 2021
SPYSPDR S&P 500 ETF Trust$1.63M1.08%Not reported-1.7%Q4 2021
LOWLowes Companies Inc$1.57M1.04%0.00%-2.2%Q4 2021
NEENextera Energy Inc$1.54M1.02%0.00%+0.6%Q4 2021
SPMDSupermedia Inc.$1.28M0.85%Not reported-1.8%Q4 2021
GOOGLAlphabet Inc.$1.25M0.83%0.00%-1.9%Q4 2021
GOOGAlphabet Inc.$1.17M0.78%Not reported-1.0%Q4 2021
CSXCSX Corp$1.05M0.70%0.00%-5.1%Q4 2021
HDHome Depot, Inc.$970K0.64%0.00%-1.8%Q4 2021
LLYELI LILLY & Co$964K0.64%0.00%+1.6%Q4 2021
CATCaterpillar Inc$817K0.54%0.00%-1.2%Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$769K0.51%Not reported+0.1%Q4 2021
AMZNAmazon Com Inc$767K0.51%0.00%-1.3%Q4 2021
XOMExxonMobil Holdings Corp$693K0.46%0.00%-0.7%Q3 2024
JNJJohnson & Johnson$609K0.40%0.00%-1.1%Q4 2021
MCDMcdonalds Corp$561K0.37%0.00%+0.5%Q4 2021
SHEShengkai Innovations, Inc.$491K0.33%Not reported-1.3%Q4 2021
LMTLockheed Martin Corp$443K0.29%0.00%-1.0%Q4 2021
EQIXEquinix Inc$434K0.29%0.00%+0.5%Q4 2021
NVDANvidia Corp$422K0.28%0.00%+4.4%Q1 2024
CSCOCisco Systems, Inc.$384K0.25%0.00%+0.5%Q4 2021
COSTCostco Wholesale Corp$355K0.24%0.00%Not reportedQ3 2025
IBMInternational Business Machines Corp$331K0.22%0.00%Not reportedQ2 2022
USRTEnigma-Bulwark, Ltd.$328K0.22%Not reported-2.9%Q4 2021
PLPlanet Labs PBC$280K0.19%0.00%Not reportedQ2 2022
BTIBritish American Tobacco p.l.c.$279K0.18%0.00%Not reportedQ4 2021
GLDSPDR Gold Trust$275K0.18%0.00%+13.1%Q3 2025
ORCLOracle Corp$242K0.16%0.00%-3.8%Q1 2024
GLWCorning Inc$232K0.15%0.00%NewQ1 2026
MDLZMondelez International, Inc.$228K0.15%0.00%-19.2%Q4 2021
PEPPepsico Inc$221K0.15%0.00%-6.4%Q4 2021
WMWaste Management Inc$203K0.13%0.00%-10.8%Q1 2025
TAt&T Inc.$201K0.13%0.00%NewQ1 2026
EADAllspring Income Opportunities Fund$138K0.09%Not reported+2.4%Q3 2025
VTNInvesco Trust for Investment Grade New York Municipals$115K0.08%Not reported+1.8%Q3 2025
NRONeuberger Real Estate Securities Income Fund Inc$40.9K0.03%Not reported-0.1%Q2 2025
Q4 2025Reported Feb 5, 202643 positions
QQQInvesco QQQ Trust, Series 1$8.68M5.52%Not reported-2.2%Q4 2021
AAPLApple Inc.$8.67M5.51%0.00%-0.8%Q4 2021
MSFTMicrosoft Corp$4.31M2.74%0.00%-0.1%Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust$3.28M2.09%Not reported-3.7%Q4 2021
VOTVan Kampen Municipal Opportunity Trust II$2.64M1.68%Not reported-2.0%Q4 2021
SUSASouthern USA Resources Inc.$2.57M1.64%Not reported+5.1%Q4 2021
BRK.BBerkshire Hathaway Inc$2.49M1.58%Not reported-3.3%Q4 2021
SPYSPDR S&P 500 ETF Trust$1.74M1.11%Not reported+0.3%Q4 2021
LOWLowes Companies Inc$1.64M1.04%0.00%-1.0%Q4 2021
AMATApplied Materials Inc$1.43M0.91%0.00%-0.2%Q4 2021
GOOGLAlphabet Inc.$1.39M0.88%0.00%-3.9%Q4 2021
NEENextera Energy Inc$1.32M0.84%0.00%+1.4%Q4 2021
GOOGAlphabet Inc.$1.29M0.82%Not reported+0.9%Q4 2021
SPMDSupermedia Inc.$1.27M0.81%Not reported-5.4%Q4 2021
LLYELI LILLY & Co$1.11M0.71%0.00%-0.2%Q4 2021
HDHome Depot, Inc.$1.03M0.66%0.00%+0.7%Q4 2021
CSXCSX Corp$980K0.62%0.00%-0.6%Q4 2021
AMZNAmazon Com Inc$862K0.55%0.00%-3.4%Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$744K0.47%Not reported+0.2%Q4 2021
CATCaterpillar Inc$669K0.42%0.00%-2.2%Q4 2021
MCDMcdonalds Corp$549K0.35%0.00%+0.8%Q4 2021
JNJJohnson & Johnson$521K0.33%0.00%+0.2%Q4 2021
SHEShengkai Innovations, Inc.$514K0.33%Not reported+0.3%Q4 2021
XOMExxonMobil Holdings Corp$495K0.31%0.00%+7.5%Q3 2024
NVDANvidia Corp$433K0.28%0.00%-30.0%Q1 2024
IBMInternational Business Machines Corp$404K0.26%0.00%+8.2%Q2 2022
CSCOCisco Systems, Inc.$379K0.24%0.00%+8.5%Q4 2021
LMTLockheed Martin Corp$357K0.23%0.00%+4.4%Q4 2021
EQIXEquinix Inc$337K0.21%0.00%-1.6%Q4 2021
ORCLOracle Corp$333K0.21%0.00%+2.2%Q1 2024
USRTEnigma-Bulwark, Ltd.$325K0.21%Not reported-11.6%Q4 2021
COSTCostco Wholesale Corp$307K0.20%0.00%-8.3%Q3 2025
BTIBritish American Tobacco p.l.c.$270K0.17%0.00%+0.4%Q4 2021
MDLZMondelez International, Inc.$263K0.17%0.00%-3.1%Q4 2021
GLDSPDR Gold Trust$224K0.14%0.00%-11.0%Q3 2025
PEPPepsico Inc$218K0.14%0.00%Not reportedQ4 2021
WMWaste Management Inc$217K0.14%0.00%+1.4%Q1 2025
IMCBIntermountain Community Bancorp$213K0.14%0.00%+0.3%Q4 2021
PGPROCTER & GAMBLE Co$206K0.13%0.00%-8.1%Q4 2021
PLPlanet Labs PBC$197K0.13%0.00%Not reportedQ2 2022
EADAllspring Income Opportunities Fund$141K0.09%Not reported-3.2%Q3 2025
VTNInvesco Trust for Investment Grade New York Municipals$118K0.08%Not reported+1.8%Q3 2025
NRONeuberger Real Estate Securities Income Fund Inc$43.8K0.03%Not reported+9.6%Q2 2025
Q3 2025Reported Oct 24, 202544 positions
QQQInvesco QQQ Trust, Series 1$8.67M5.65%Not reported-0.7%Q4 2021
AAPLApple Inc.$8.19M5.34%0.00%-0.8%Q4 2021
MSFTMicrosoft Corp$4.62M3.01%0.00%+74.8%Q4 2021
DIASPDR Dow Jones Industrial Average ETF Trust$3.29M2.15%Not reported+0.2%Q4 2021
VOTVan Kampen Municipal Opportunity Trust II$2.84M1.85%Not reported+2.4%Q4 2021
BRK.BBerkshire Hathaway Inc$2.57M1.68%Not reported-0.1%Q4 2021
SUSASouthern USA Resources Inc.$2.38M1.56%Not reported+2.1%Q4 2021
LOWLowes Companies Inc$1.72M1.12%0.00%-2.0%Q4 2021
SPYSPDR S&P 500 ETF Trust$1.7M1.11%Not reported+0.3%Q4 2021
SPMDSupermedia Inc.$1.33M0.87%Not reported-1.1%Q4 2021
NEENextera Energy Inc$1.22M0.80%0.00%+0.8%Q4 2021
HDHome Depot, Inc.$1.21M0.79%0.00%+12.0%Q4 2021
AMATApplied Materials Inc$1.14M0.74%0.00%+0.2%Q4 2021
GOOGLAlphabet Inc.$1.12M0.73%0.00%-0.3%Q4 2021
GOOGAlphabet Inc.$994K0.65%Not reported-1.7%Q4 2021
CSXCSX Corp$965K0.63%0.00%-1.3%Q4 2021
AMZNAmazon Com Inc$848K0.55%0.00%Not reportedQ4 2021
LLYELI LILLY & Co$789K0.51%0.00%-6.2%Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$730K0.48%Not reported+0.1%Q4 2021
NVDANvidia Corp$618K0.40%0.00%-2.4%Q1 2024
CATCaterpillar Inc$569K0.37%0.00%+0.4%Q4 2021
MCDMcdonalds Corp$542K0.35%0.00%+0.5%Q4 2021
SHEShengkai Innovations, Inc.$495K0.32%Not reported+0.3%Q4 2021
ORCLOracle Corp$470K0.31%0.00%+0.2%Q1 2024
JNJJohnson & Johnson$466K0.30%0.00%+7.9%Q4 2021
XOMExxonMobil Holdings Corp$431K0.28%0.00%+0.2%Q3 2024
USRTEnigma-Bulwark, Ltd.$379K0.25%Not reported-4.7%Q4 2021
COSTCostco Wholesale Corp$359K0.23%0.00%NewQ3 2025
IBMInternational Business Machines Corp$356K0.23%0.00%+3.3%Q2 2022
LMTLockheed Martin Corp$353K0.23%0.00%-9.9%Q4 2021
EQIXEquinix Inc$350K0.23%0.00%-3.7%Q4 2021
MDLZMondelez International, Inc.$315K0.21%0.00%+0.7%Q4 2021
CSCOCisco Systems, Inc.$310K0.20%0.00%+0.5%Q4 2021
BTIBritish American Tobacco p.l.c.$252K0.16%0.00%Not reportedQ4 2021
PGPROCTER & GAMBLE Co$241K0.16%0.00%+14.9%Q4 2021
GLDSPDR Gold Trust$226K0.15%0.00%NewQ3 2025
WMWaste Management Inc$215K0.14%0.00%+8.7%Q1 2025
IMCBIntermountain Community Bancorp$214K0.14%0.00%-1.7%Q4 2021
DRIDarden Restaurants Inc$204K0.13%0.00%NewQ3 2025
SCZNXG NextGen Infrastructure Income Fund$202K0.13%Not reportedNot reportedQ4 2021
EADAllspring Income Opportunities Fund$150K0.10%Not reportedNewQ3 2025
PLPlanet Labs PBC$130K0.08%0.00%Not reportedQ2 2022
VTNInvesco Trust for Investment Grade New York Municipals$111K0.07%Not reportedNewQ3 2025
NRONeuberger Real Estate Securities Income Fund Inc$42.5K0.03%Not reported+0.9%Q2 2025
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