Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Fingerlakes Wealth Management, Inc. (CIK 1910248) reported $150.8M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MGK ($10.4M, 6.87%), MGV ($8.1M, 5.36%), QQQ ($8.0M, 5.28%), AAPL ($7.8M, 5.17%), SCHG ($7.2M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | $10.4M | 6.87% | 28,184 | Trimmed |
| 2 | MGV | VANGUARD WORLD FD | $8.1M | 5.36% | 55,723 | Added |
| 3 | QQQ | INVESCO QQQ TR | $8.0M | 5.28% | 13,786 | Trimmed |
| 4 | AAPL | APPLE INC | $7.8M | 5.17% | 30,716 | Trimmed |
| 5 | SCHG | SCHWAB STRATEGIC TR | $7.2M | 4.75% | 245,760 | Added |
| 6 | XLK | SELECT SECTOR SPDR TR | $6.0M | 3.97% | 45,014 | Trimmed |
| 7 | VGT | VANGUARD WORLD FD | $4.8M | 3.20% | 6,914 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $4.8M | 3.16% | 14,861 | Trimmed |
| 9 | QWLD | SPDR INDEX SHS FDS | $4.4M | 2.95% | 31,060 | Added |
| 10 | FTEC | FIDELITY COVINGTON TRUST | $4.0M | 2.63% | 19,095 | Trimmed |
| 11 | BBUS | J P MORGAN EXCHANGE TRADED F | $3.5M | 2.34% | 30,165 | Added |
| 12 | MSFT | MICROSOFT CORP | $3.3M | 2.18% | 8,891 | Trimmed |
| 13 | QQMG | INVESCO EXCH TRADED FD TR II | $3.2M | 2.12% | 80,941 | Added |
| 14 | DIA | STATE STR SPDR DOW JONES IND | $3.2M | 2.09% | 6,813 | Trimmed |
| 15 | DSI | ISHARES TR | $2.6M | 1.70% | 21,175 | Added |
| 16 | ESGV | VANGUARD WORLD FD | $2.5M | 1.69% | 22,661 | Added |
| 17 | SUSA | ISHARES TR | $2.5M | 1.65% | 18,789 | Added |
| 18 | ESGU | ISHARES TR | $2.4M | 1.62% | 17,287 | Trimmed |
| 19 | VOT | VANGUARD INDEX FDS | $2.4M | 1.62% | 9,471 | Added |
| 20 | VO | VANGUARD INDEX FDS | $2.4M | 1.59% | 8,348 | Trimmed |
| 21 | USSG | DBX ETF TR | $2.3M | 1.52% | 38,299 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.47% | 4,630 | Trimmed |
| 23 | DGRO | ISHARES TR | $2.2M | 1.45% | 31,236 | Added |
| 24 | IWY | ISHARES TR | $2.1M | 1.40% | 8,457 | Added |
| 25 | IVV | ISHARES TR | $2.1M | 1.36% | 3,143 | Added |
Source: SEC Form 13F filings · as of 2026-03-31