Fingerlakes Wealth Management, Inc. - Portfolio Stock Holdings
Fingerlakes Wealth Management, Inc. disclosed 105 stock positions in a recent SEC 13F filing. $185,821,056 of stock holdings were filed, with the largest holdings including MGK, QQQ, and MGV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $285,398,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
105Est. Stock Holding Value:
$185,821,056Top Stock Holdings By Sector
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Portfolio Stock Holdings - Fingerlakes Wealth Management, Inc.
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