Fingerlakes Wealth Management, Inc.

CIK

1910248

Location

ITHACA, NY

Portfolio Value

Micro $1,537,442

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 3 months ago

Filed Apr 21, 2026 · 55d

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

+65.4%

SPY

+74.2%

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

1 positions · $1,537,442 total · Utilities only · 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	History
NEE	Nextera Energy Inc Utilities	Added	16,553	+106	$1,537,442	+16.4%	100.00%