StockDriftsStockDriftsTop 50 Fingerlakes Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 6.89% | 145.6K | $12.8M | +3.29%(+4.63K) | $53.94(+67.78%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.43% | 13.7K | $10.1M | -0.67%(-92) | $377.42(+94.09%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 5.36% | 60.9K | $10.0M | +9.34%(+5.20K) | $122.12(+37.89%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.78% | 262.6K | $8.9M | +6.84%(+16.81K) | $24.78(+43.73%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.77% | 30.7K | $8.9M | -0.19%(-58) | $159.57(+91.38%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.63% | 45.2K | $8.6M | +0.42%(+187) | $105.01(+81.63%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 3.62% | 56.3K | $6.7M | +1.72%(+952) | $53.51(+129.07%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 3% | 19.5K | $5.6M | +2.30%(+440) | $154.24(+89.64%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.94% | 14.8K | $5.5M | -0.74%(-110) | $232.13(+65.15%) | 2026-06-30 | |
| QWLD | SPDR INDEX SHS FDS | 2.74% | 33.5K | $5.1M | +7.77%(+2.41K) | $112.45(+42.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.43% | +74.66% | — | — | +58.22% |
| Top 20 Holdings Unweighted | +19.17% | +69.25% | — | — | +53.34% |
Fingerlakes Wealth Management, Inc. reports $185.82M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are MGK (6.9%), QQQ (5.4%) and MGV (5.4%). The top 20 holdings account for 63.16% of reported assets. Its disclosed equity book has returned +74.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fingerlakes Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910248). View Fingerlakes Wealth Management, Inc.’s 13F filings on SEC