account_balance
Investment manager · 13F filer · SEC CIK 1910248
Fingerlakes Wealth Management, Inc.
Reported value$187Mas of Sep 30, 2026
Positions95 2 new, 8 sold out
Top 10 weight46.7%MGK alone is 7%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MGKVanguard World Fd
7.4%Added +3%
MGVVanguard World Fd
5.5%Added +6%
AAPLApple Inc.
5.4%
SCHGSchwab Strategic Tr
5.4%Added +7%
QQQInvesco QQQ Tr
5.3%Trimmed −2%
XLKSelect Sector SPDR Tr
4.8%Added +3%
VGTVanguard World Fd
3.8%
FTECFidelity Covington Trust
3.1%
QWLDSPDR Index SHS FDS
3.0%Added +8%
VTIVanguard Index FDS
2.9%
BBUSJ P Morgan Exchange Traded F
2.6%Added +7%
QQMGInvesco Exch Traded Fd Tr II
2.2%Trimmed −6%
MGKVanguard World Fd
7.4%+3%
MGVVanguard World Fd
5.5%
AAPLApple Inc.
5.4%
SCHGSchwab Strategic Tr
5.4%
QQQInvesco QQQ Tr
5.3%
XLKSelect Sector SPDR Tr
4.8%+3%
VGTVanguard World Fd
3.8%
FTECFidelity Covington Trust
3.1%
QWLDSPDR Index SHS FDS
3.0%
VTI2.9%
BBUS
QQMG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MGK Vanguard World Fd 7.4% Added +3%
MGV Vanguard World Fd 5.5% Added +6%
AAPL Apple Inc. 5.4% HeldSCHG Schwab Strategic Tr 5.4% Added +7%
QQQ Invesco QQQ Tr 5.3% Trimmed −2%
XLK Select Sector SPDR Tr 4.8% Added +3%
VGT Vanguard World Fd 3.8% Held
FTEC Fidelity Covington Trust 3.1% Held
QWLD SPDR Index SHS FDS 3.0% Added +8%
VTI Vanguard Index FDS 2.9% Held
BBUS J P Morgan Exchange Traded F 2.6% Added +7%
QQMG Invesco Exch Traded Fd Tr II 2.2% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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