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Fingerlakes Wealth Management, Inc.
Fingerlakes Wealth Management, Inc. is a Registered Investment Adviser based in Ithaca, New York. The firm, founded in 2009, provides comprehensive portfolio management, financial planning, and pension consulting services to individuals and entities. It is licensed to operate in NY, FL, CA, PA, and TX and has a small team of approximately 3 employees, all of whom are investment professionals. The firm emphasizes tailored financial guidance and holistic wealth management that integrates with clients’ values at every stage of life.
Investment Strategy
Fingerlakes Wealth Management, Inc. focuses on comprehensive portfolio management and financial planning, emphasizing tailored advice that integrates with client values at every life stage. The firm provides holistic wealth management, pension consulting, and strives to deliver smart financial choices with a broad-based approach to long-term financial well-being. Its investment philosophy centers on sound financial principles, risk assessment, and individual client needs, aiming to preserve and grow client wealth over time.
Latest 13F Filing Activity
Fingerlakes Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 92 equity positions with a total 13F market value of $134M. The fund increased holdings in Vanguard World FD, Schwab Strategic TR, Vanguard World FD among other positions. Fingerlakes Wealth Management, Inc. reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Pepsico Inc. among others.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 7.98% | $10.7M | 29,206 | $270.64 | $366.17 | +$1.8M |
Q QQQ | INVESCO QQQ TR | 5.99% | $8.0M | 14,540 | $397.25 | $551.64 | +$933.8K |
A AAPL | APPLE INC | 4.97% | $6.7M | 32,429 | $177.64 | $205.17 | -$732.7K |
X XLK | SELECT SECTOR SPDR TR | 4.31% | $5.8M | 22,797 | $211.49 | $253.23 | +$1.2M |
S SCHG | SCHWAB STRATEGIC TR | 4.25% | $5.7M | 195,093 | $22.76 | $29.21 | +$1.5M |
Industry Allocation
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