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Home > Institutional Investor > Fingerlakes Wealth Management, Inc. > Profile

Instuitional Investor - Fingerlakes Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Fingerlakes Wealth Management, Inc.
Portfolio Value $157,315,118
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 29,301 $12,094,457 7.69%
2.
Invesco Qqq Tr
 14,125 $8,677,300 5.52%
3.
Apple Inc.
 AAPL 31,897 $8,671,478 5.51%
4.
Schwab Strategic Trust
 FNDF 231,236 $7,542,910 4.79%
5.
Vanguard World Fd - MEGA CAP VAL ETF
 50,959 $7,193,337 4.57%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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