Fingerlakes Wealth Management, Inc.

CIK

1910248

Location

ITHACA, NY

Portfolio Value

Micro $43,540,999

Diversification

Diversified

Filing Date

Global Rank

#6,656 / 8,232 ▲ 193

Top Industry

Consumer Electronics 25.5%

3Y Alpha vs SPY

-2.1%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.4%

SPY

+76.3%

Annualised alpha

-2.1%

Max drawdown

−19.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.3%

−0.7 pts

Top 5

56.1%

−4.1 pts

Top 10

74.2%

−2.5 pts

HHI

893

Diversified−88

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.5%	$14,573,865	8
Unclassified	29.9%	$13,019,374	4
Consumer Cyclical	8.9%	$3,868,407	4
Industrials	6.4%	$2,794,726	5
Financial Services	5.8%	$2,511,804	4
Healthcare	3.6%	$1,572,818	2
Utilities	3.5%	$1,537,442	1
Communication Services	3.3%	$1,454,717	2
Consumer Defensive	2.5%	$1,081,859	4
Energy	1.6%	$692,721	1
Real Estate	1.0%	$433,266	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
EAD	Allspring Income Opportunities Fund	+492	21,250	$137,700
VTN	Invesco Trust for Investment Grade New York Municipals	+187	10,471	$114,552
NEE	Nextera Energy Inc	+106	16,553	$1,537,442
NVDA	Nvidia Corp	+102	2,422	$422,396
GLD	Spdr Gold Trust	+74	639	$274,955
CSCO	Cisco Systems, Inc.	+23	4,946	$383,760
LLY	ELI LILLY & Co	+16	1,048	$963,918
MCD	Mcdonalds Corp	+9	1,806	$561,286
EQIX	Equinix Inc	+2	442	$433,266
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	−1,376	25,653	$1,053,055
AAPL	Apple Inc.	−1,181	30,716	$7,795,413
MDLZ	Mondelez International, Inc.	−936	3,948	$227,562
QQQ	Invesco Qqq Trust, Series 1	−339	13,786	$7,957,003
BRK-B	Berkshire Hathaway Inc	−323	4,630	$2,218,696
LOW	Lowes Companies Inc	−150	6,645	$1,570,080
WM	Waste Management Inc	−107	883	$202,904
PEP	Pepsico Inc	−97	1,421	$220,667
GOOGL	Alphabet Inc.	−85	4,361	$1,254,049
AMAT	Applied Materials Inc /De	−69	5,489	$1,876,085
ORCL	Oracle Corp	−64	1,642	$241,554
HD	Home Depot, Inc.	−54	2,948	$969,567
AMZN	Amazon Com Inc	−48	3,685	$767,474
SPY	Spdr S&P 500 ETF Trust	−44	2,509	$1,631,703
XOM	Exxon Mobil Corp	−29	4,083	$692,721
JNJ	Johnson & Johnson	−28	2,491	$608,900
DIA	Spdr Dow Jones Industrial Average ETF Trust	−22	6,813	$3,155,713
MSFT	Microsoft Corp	−20	8,891	$3,291,181
NRO	Neuberger Real Estate Securities Income Fund Inc	−18	14,386	$40,856
CAT	Caterpillar Inc	−14	1,153	$816,854
LMT	Lockheed Martin Corp	−7	732	$442,413
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	1,709	$232,372
T	At&T Inc.	6,922	$200,668
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PG	PROCTER & GAMBLE Co	1,441	$206,509
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $43,540,999 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	13,786	-339	$7,957,003	−8.3%	18.27%
AAPL	Apple Inc. Technology	Reduced	30,716	-1,181	$7,795,413	−10.1%	17.90%
MSFT	Microsoft Corp Technology	Reduced	8,891	-20	$3,291,181	−23.6%	7.56%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	6,813	-22	$3,155,713	−3.9%	7.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,630	-323	$2,218,696	−10.9%	5.10%
AMAT	Applied Materials Inc /De Technology	Reduced	5,489	-69	$1,876,085	+31.3%	4.31%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,509	-44	$1,631,703	−6.3%	3.75%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	6,645	-150	$1,570,080	−4.2%	3.61%
NEE	Nextera Energy Inc Utilities	Added	16,553	+106	$1,537,442	+16.4%	3.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,361	-85	$1,254,049	−9.9%	2.88%
CSX	Csx Corp Industrials	Reduced	25,653	-1,376	$1,053,055	+7.5%	2.42%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,948	-54	$969,567	−6.1%	2.23%
LLY	ELI LILLY & Co Healthcare	Added	1,048	+16	$963,918	−13.1%	2.21%
CAT	Caterpillar Inc Industrials	Reduced	1,153	-14	$816,854	+22.2%	1.88%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,685	-48	$767,474	−10.9%	1.76%
XOM	Exxon Mobil Corp Energy	Reduced	4,083	-29	$692,721	+40.0%	1.59%
JNJ	Johnson & Johnson Healthcare	Reduced	2,491	-28	$608,900	+16.8%	1.40%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,806	+9	$561,286	+2.2%	1.29%
LMT	Lockheed Martin Corp Industrials	Reduced	732	-7	$442,413	+23.8%	1.02%
EQIX	Equinix Inc Real Estate	Added	442	+2	$433,266	+28.5%	1.00%
NVDA	Nvidia Corp Technology	Added	2,422	+102	$422,396	−2.4%	0.97%
CSCO	Cisco Systems, Inc. Technology	Added	4,946	+23	$383,760	+1.2%	0.88%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	356	0	$354,729	+15.5%	0.81%
IBM	International Business Machines Corp Technology	Held	1,366	0	$331,104	−18.2%	0.76%
PL	Planet Labs PBC Industrials	Held	10,000	0	$279,500	+41.7%	0.64%
BTI	British American Tobacco p.l.c. Consumer Defensive	Held	4,770	0	$278,901	+3.3%	0.64%
GLD	Spdr Gold Trust	Added	639	+74	$274,955	+22.8%	0.63%
ORCL	Oracle Corp Technology	Reduced	1,642	-64	$241,554	−27.4%	0.55%
GLW	Corning Inc /Ny Technology	NEW	1,709	NEW	$232,372	NEW	0.53%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	3,948	-936	$227,562	−13.4%	0.52%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,421	-97	$220,667	+1.3%	0.51%
WM	Waste Management Inc Industrials	Reduced	883	-107	$202,904	−6.7%	0.47%
T	At&T Inc. Communication Services	NEW	6,922	NEW	$200,668	NEW	0.46%
EAD	Allspring Income Opportunities Fund Financial Services	Added	21,250	+492	$137,700	−2.2%	0.32%
VTN	Invesco Trust for Investment Grade New York Municipals Financial Services	Added	10,471	+187	$114,552	−3.2%	0.26%
NRO	Neuberger Real Estate Securities Income Fund Inc Financial Services	Reduced	14,386	-18	$40,856	−6.7%	0.09%