13F Filings History of Fingerlakes Wealth Management, Inc.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$157,315,118
Signature - Title
Marshall McCormick - Chief Compliance Officer
Location
Ithaca, NY
Summary
This page shows a list of all the recent 13F filings made by Fingerlakes Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fingerlakes Wealth Management, Inc. reported 97 stock holdings with total value $157,315,118 as of Q4 2025. Top holdings included MGK, QQQ, AAPL, SCHG, and MGV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 97 $157,315,118 +$6,936,632 -$3,051,265 +$3,885,367 MGK, QQQ, AAPL, SCHG, MGV 13F-HR 04 Feb 2026, 18:32
Q3 2025 98 $153,340,351 +$8,550,715 -$1,299,062 +$7,251,653 MGK, QQQ, AAPL, SCHG, XLK 13F-HR 23 Oct 2025, 20:20
Q2 2025 92 $133,991,165 +$5,777,327 -$2,049,487 +$3,727,840 MGK, QQQ, AAPL, XLK, SCHG 13F-HR 30 Jul 2025, 12:30
Q1 2025 86 $117,570,121 +$4,666,422 -$3,605,905 +$1,060,517 MGK, AAPL, QQQ, XLK, VGT 13F-HR 30 Apr 2025, 17:32
Q4 2024 86 $123,902,902 +$7,298,679 -$2,335,045 +$4,963,634 MGK, AAPL, QQQ, VGT, VTI 13F-HR 31 Jan 2025, 19:56
Q3 2024 89 $120,322,314 +$5,124,681 -$2,577,092 +$2,547,589 AAPL, MGK, QQQ, VGT, VTI 13F-HR 31 Oct 2024, 10:44
Q2 2024 89 $111,456,925 +$5,551,402 -$1,484,479 +$4,066,923 AAPL, QQQ, MGK, VGT, VTI 13F-HR 07 Aug 2024, 19:24
Q1 2024 90 $103,573,506 +$4,172,557 -$600,036 +$3,572,521 QQQ, AAPL, MGK, VGT, VTI 13F-HR 24 Apr 2024, 09:53
Q4 2023 85 $93,022,358 +$2,854,300 -$1,292,644 +$1,561,656 AAPL, QQQ, MGK, VGT, VTI 13F-HR 26 Jan 2024, 17:24
Q3 2023 81 $81,840,430 +$1,126,786 -$2,335,285 -$1,208,499 AAPL, QQQ, MGK, VGT, VTI 13F-HR 07 Nov 2023, 20:30
Q2 2023 86 $87,364,096 +$1,384,469 -$1,401,051 -$16,582 AAPL, QQQ, MGK, VGT, VTI 13F-HR 10 Aug 2023, 13:22
Q1 2023 87 $80,254,117 +$2,763,034 -$1,122,601 +$1,640,433 AAPL, QQQ, MGK, VGT, VTI 13F-HR 02 May 2023, 18:25
Q4 2022 86 $72,731,446 +$1,046,003 -$921,448 +$124,555 AAPL, QQQ, MGK, VTI, MGV 13F-HR 10 Feb 2023, 16:38
Q3 2022 84 $68,556,000 +$2,869,478 -$3,050,717 -$181,239 AAPL, QQQ, MGK, VTI, VGT 13F-HR 28 Oct 2022, 17:30
Q2 2022 90 $73,093,000 +$5,300,057 -$3,102,275 +$2,197,782 AAPL, QQQ, MGK, VTI, VGT 13F-HR 04 Aug 2022, 17:33
Q1 2022 94 $85,529,000 +$2,991,635 -$518,333 +$2,473,302 AAPL, QQQ, MGK, VTI, VGT 13F-HR 05 May 2022, 19:30
Q4 2021 91 $88,813,000 $0 $0 $0 QQQ, AAPL, MGK, VTI, VGT 13F-HR 17 Feb 2022, 10:17