Fingerlakes Wealth Management, Inc.
•CIK: 1910248•Filing: Q4 2025
**Fingerlakes Wealth Management, Inc.** manages $157M across a diversified portfolio of 97 positions. The strategy exhibits a pronounced technology and growth tilt, evidenced by top holdings including MGK at $12.1M and NDQ and AAPL, each at $8.7M. Significant allocations are also directed toward sector-specific ETFs such as SCHG ($7.5M), MGV ($7.2M), and XLK ($6.9M). This concentration suggests a conviction in high-growth, technology-driven market segments.
Total AUM
$157.3M
QoQ Performance
+2.6%
Positions
56
Top 10 Concentration
44.7%
Latest Filing
Q4 2025
Top Holdings Allocation
MGK
NDQ
AAPL
MGK7.7%
NDQ5.5%
AAPL5.5%
SCHG4.8%
MGV4.6%
XLK4.4%
VGT3.4%
VTI3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.7%
Technology10.9%
ETF3.2%
Consumer2.8%
Healthcare1.0%
Utilities0.8%
Industrial0.7%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑51 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022