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Home > Institutional Investor > Fingerlakes Wealth Management, Inc. > Profile

Instuitional Investor - Fingerlakes Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Fingerlakes Wealth Management, Inc.
Portfolio Value $185,822,722
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 145,553 $12,795,533 6.89%
2.
Invesco Qqq Tr
 13,694 $10,084,540 5.43%
3.
Vanguard World Fd - MEGA CAP VAL ETF
 60,926 $9,958,398 5.36%
4.
Schwab Strategic Trust
 SCHD 262,572 $8,885,420 4.78%
5.
Apple Inc.
 AAPL 30,658 $8,871,168 4.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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