Fingerlakes Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationithaca, NY
- Num holdings
92
- Value ($000)
$133,991
- Date Filed07/30/2025
- Form type13F-HR
- CIK0001910248
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $10.69 M | 8 % | 29,206 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.02 M | 6 % | 14,540 | ||
AAPL APPLE INC | COM | 037833100 | $6.65 M | 5 % | 32,429 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.77 M | 4 % | 22,797 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.70 M | 4 % | 195,093 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $5.36 M | 4 % | 40,883 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $5.04 M | 4 % | 7,597 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.49 M | 3 % | 14,786 | ||
FTEC FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | $4.03 M | 3 % | 20,424 | ||
QWLD SPDR INDEX SHS FDS | MSCI WRLD STRGIC | 78463X418 | $3.62 M | 3 % | 26,849 |
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