CIK 1910248
Fingerlakes Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
97
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–97 of 97
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RPV | INVESCO EXCHANGE TRADED FD T | 6K | $500K+ | SH |
| FREL | FIDELITY COVINGTON TRUST | 21K | $500K+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 2K | $500K+ | SH |
| IWP | ISHARES TR | 4K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| SPSM | SPDR SERIES TRUST | 11K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| NZAC | SPDR INDEX SHS FDS | 12K | $500K+ | SH |
| SHE | SPDR SERIES TRUST | 4K | $500K+ | SH |
| MTUM | ISHARES TR | 2K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 4K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| SLYG | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| ESGD | ISHARES TR | 5K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| NUMG | NUSHARES ETF TR | 9K | $100K–$500K | SH |
| SPHB | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| NULG | NUSHARES ETF TR | 4K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 739 | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| EQIX | EQUINIX INC | 440 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| USRT | ISHARES TR | 6K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 356 | $100K–$500K | SH |
| AIVL | WISDOMTREE TR | 3K | $100K–$500K | SH |
| BTI | BRITISH AMERN TOB PLC | 5K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 5K | $100K–$500K | SH |
| IUSV | ISHARES TR | 2K | $100K–$500K | SH |
| IWR | ISHARES TR | 3K | $100K–$500K | SH |
| IUSG | ISHARES TR | 1K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 565 | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 990 | $100K–$500K | SH |
| IMCB | ISHARES TR | 3K | $100K–$500K | SH |
| PVAL | PUTNAM ETF TRUST | 5K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| PL | PLANET LABS PBC | 10K | $100K–$500K | SH |
| EAD | ALLSPRING INCOME OPPORTUNIT | 21K | $100K–$500K | SH |
| VTN | INVESCO TR INVT GRADE NEW YO | 10K | $100K–$500K | SH |
| NRO | NEUBERGER REAL ESTATE | 14K | $15K–$50K | SH |