Fingerlakes Wealth Management, Inc.

ITHACA, NY · CIK 1910248 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyIthaca, NY

$185.8m reported value +23.2% vs Q1 2026

101positions

44.2%in top 10

8 new 67 added 22 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	145,553	$12.8m6.89%	6.89%	Added +4.6k	+4,633 3.3%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	13,694	$10.1m5.43%	5.43%	Reduced -92	-92 -0.7%
3	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	60,926	$10.0m5.36%	5.36%	Added +5.2k	+5,203 9.3%
4	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	262,572	$8.9m4.78%	4.78%	Added +16.8k	+16,812 6.8%
5	APPLE INC COM AAPL	AAPL	30,658	$8.9m4.77%	4.77%	Reduced -58	-58 -0.2%
6	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	45,201	$8.6m4.63%	4.63%	Added +187	+187 0.4%
7	VANGUARD WORLD FD INF TECH ETF VGT	VGT	56,264	$6.7m3.62%	3.62%	Added +952	+952 1.7%
8	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	19,535	$5.6m3.00%	3.00%	Added +440	+440 2.3%
9	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	14,751	$5.5m2.94%	2.94%	Reduced -110	-110 -0.7%
10	SPDR INDEX SHS FDS MSCI WRLD STRGIC QWLD	QWLD	33,473	$5.1m2.74%	2.74%	Added +2.4k	+2,413 7.8%
11	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	33,379	$4.5m2.42%	2.42%	Added +3.2k	+3,214 10.7%
12	INVESCO EXCH TRADED FD TR II ESG NASDAQ 100 QQMG	QQMG	84,778	$4.3m2.34%	2.34%	Added +3.8k	+3,837 4.7%
13	APPLIED MATLS INC COM AMAT	AMAT	5,501	$4.0m2.14%	2.14%	Added +12	+12 0.2%
14	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	6,760	$3.5m1.90%	1.90%	Reduced -53	-53 -0.8%
15	MICROSOFT CORP COM MSFT	MSFT	8,909	$3.3m1.79%	1.79%	Added +18	+18 0.2%
16	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	24,636	$3.3m1.75%	1.75%	Added +2.0k	+1,975 8.7%
17	ISHARES TR MSCI KLD400 SOC DSI	DSI	22,588	$3.2m1.73%	1.73%	Added +1.4k	+1,413 6.7%
18	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	20,132	$3.1m1.67%	1.67%	Added +1.3k	+1,343 7.2%
19	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	10,128	$3.1m1.67%	1.67%	Added +657	+657 6.9%
20	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	18,034	$3.0m1.59%	1.59%	Added +747	+747 4.3%
21	DBX ETF TR XTRCKR MSCI US USSG	USSG	39,793	$2.8m1.49%	1.49%	Added +1.5k	+1,494 3.9%
22	ISHARES TR RUS TP200 GR ETF IWY	IWY	9,468	$2.8m1.48%	1.48%	Added +1.0k	+1,011 11.9%
23	VANGUARD INDEX FDS MID CAP ETF VO	VO	33,298	$2.7m1.44%	1.44%	Reduced -94	-94 -0.3%
24	ISHARES TR CORE DIV GRWTH DGRO	DGRO	34,075	$2.6m1.39%	1.39%	Added +2.8k	+2,839 9.1%
25	ISHARES TR CORE S&P500 ETF IVV	IVV	3,152	$2.4m1.27%	1.27%	Added +9	+9 0.3%
26	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,570	$2.3m1.23%	1.23%	Reduced -60	-60 -1.3%
27	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	24,615	$2.2m1.20%	1.20%	Reduced -812	-812 -3.2%
28	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	13,935	$2.2m1.18%	1.18%	Reduced -7	-7 -0.1%
29	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,514	$1.9m1.01%	1.01%	Added +5	+5 0.2%
30	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	25,600	$1.8m0.98%	0.98%	Added +4.3k	+4,344 20.4%
31	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,480	$1.6m0.86%	0.86%	Added +119	+119 2.7%
32	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	21,704	$1.5m0.79%	0.79%	Added +134	+134 0.6%
33	NEXTERA ENERGY INC COM NEE	NEE	16,669	$1.5m0.79%	0.79%	Added +116	+116 0.7%
34	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,119	$1.5m0.78%	0.78%	Added +6	+6 0.3%
35	LOWES COS INC COM LOW	LOW	6,581	$1.5m0.78%	0.78%	Reduced -64	-64 -1.0%
36	ALPHABET INC CAP STK CL C GOOG	GOOG	4,026	$1.4m0.77%	0.77%	Reduced -53	-53 -1.3%
37	ELI LILLY & CO COM LLY	LLY	1,059	$1.3m0.68%	0.68%	Added +11	+11 1.1%
38	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	14,373	$1.3m0.68%	0.68%	Added +28	+28 0.2%
39	CATERPILLAR INC COM CAT	CAT	1,151	$1.2m0.66%	0.66%	Reduced -2	-2 -0.2%
40	CSX CORP COM CSX	CSX	25,715	$1.2m0.66%	0.66%	Added +62	+62 0.2%
41	ISHARES TR ESG AWARE MSCI ESML	ESML	20,734	$1.2m0.62%	0.62%	Added +3.1k	+3,096 17.6%
42	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,142	$1.1m0.62%	0.62%	Added +541	+541 20.8%
43	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	9,534	$1.1m0.61%	0.61%	Reduced -265	-265 -2.7%
44	HOME DEPOT INC COM HD	HD	2,956	$1.0m0.56%	0.56%	Added +8	+8 0.3%
45	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	11,819	$1.0m0.55%	0.55%	Reduced -67	-67 -0.6%
46	AMAZON COM INC COM AMZN	AMZN	3,699	$881.6k0.47%	0.47%	Added +14	+14 0.4%
47	NUSHARES ETF TR NUVEEN ESG MIDVL NUMV	NUMV	19,135	$832.2k0.45%	0.45%	Added +1	+1 0.0%
48	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	2,461	$823.6k0.44%	0.44%	Reduced -2	-2 -0.1%
49	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	5,197	$821.3k0.44%	0.44%	Added +7	+7 0.1%
50	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,378	$815.1k0.44%	0.44%	Added +104	+104 4.6%
51	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	8,292	$799.6k0.43%	0.43%	Added +42	+42 0.5%
52	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	7,731	$794.8k0.43%	0.43%	Added +1.7k	+1,746 29.2%
53	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	24,684	$767.7k0.41%	0.41%	Added +5.6k	+5,582 29.2%
54	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,530	$766.9k0.41%	0.41%	Added +6	+6 0.2%
55	FIDELITY COVINGTON TRUST MSCI RL EST ETF FREL	FREL	25,722	$753.6k0.41%	0.41%	Added +1.7k	+1,659 6.9%
56	JOHNSON & JOHNSON COM JNJ	JNJ	2,734	$694.3k0.37%	0.37%	Added +243	+243 9.8%
57	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	11,439	$659.7k0.36%	0.36%	Added +84	+84 0.7%
58	INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL RPV	RPV	5,567	$633.6k0.34%	0.34%	Reduced -86	-86 -1.5%
59	SPDR SER TR SPDR MSCI USA GE SHE	SHE	3,851	$594.8k0.32%	0.32%	Added +8	+8 0.2%
60	CISCO SYS INC COM CSCO	CSCO	5,056	$593.9k0.32%	0.32%	Added +110	+110 2.2%
61	ISHARES TR RUS MD CP GR ETF IWP	IWP	4,045	$592.2k0.32%	0.32%	Added +5	+5 0.1%
62	EXXON MOBIL CORP COM XOM	XOM	4,331	$592.1k0.32%	0.32%	Added +248	+248 6.1%
63	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,304	$545.2k0.29%	0.29%	Added +10	+10 0.4%
64	SPDR INDEX SHS FDS MSCI ACWI CLMTE NZAC	NZAC	11,784	$541.0k0.29%	0.29%	Added +73	+73 0.6%
65	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	4,424	$527.1k0.28%	0.28%	Reduced -14	-14 -0.3%
66	NUSHARES ETF TR NUVEEN ESG MIDCP NUMG	NUMG	10,810	$507.6k0.27%	0.27%	Added +581	+581 5.7%
67	MCDONALDS CORP COM MCD	MCD	1,828	$494.2k0.27%	0.27%	Added +22	+22 1.2%
68	NVIDIA CORPORATION COM NVDA	NVDA	2,406	$481.5k0.26%	0.26%	Reduced -16	-16 -0.7%
69	INVESCO EXCH TRADED FD TR II S&P 500 HB ETF SPHB	SPHB	3,091	$480.9k0.26%	0.26%	Reduced -471	-471 -13.2%
70	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	4,108	$480.9k0.26%	0.26%	Reduced -101	-101 -2.4%
71	EQUINIX INC COM EQIX	EQIX	449	$468.5k0.25%	0.25%	Added +7	+7 1.6%
72	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	6,121	$449.4k0.24%	0.24%	Reduced -14	-14 -0.2%
73	SELECT SECTOR SPDR TR INDL XLI	XLI	2,419	$448.0k0.24%	0.24%	Added +6	+6 0.2%
74	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	12,060	$444.6k0.24%	0.24%	Added +28	+28 0.2%
75	CORNING INC COM GLW	GLW	1,732	$442.3k0.24%	0.24%	Added +23	+23 1.4%
76	ISHARES TR CORE S&P MCP ETF IJH	IJH	5,321	$410.3k0.22%	0.22%	Added +8	+8 0.1%
77	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,371	$385.5k0.21%	0.21%	Added +5	+5 0.4%
78	LOCKHEED MARTIN CORP COM LMT	LMT	737	$375.6k0.20%	0.20%	Added +5	+5 0.7%
79	ISHARES TR CRE U S REIT ETF USRT	USRT	5,573	$370.3k0.20%	0.20%	Added +31	+31 0.6%
80	COSTCO WHSL CORP NEW COM COST	COST	356	$333.4k0.18%	0.18%	Unchanged
81	PLANET LABS PBC COM CL A PL	PL	10,000	$331.3k0.18%	0.18%	Unchanged
82	ISHARES TR CORE S&P US GWT IUSG	IUSG	1,698	$319.3k0.17%	0.17%	Added +220	+220 14.9%
83	ISHARES TR CORE S&P US VLU IUSV	IUSV	2,840	$312.8k0.17%	0.17%	Added +354	+354 14.2%
84	WISDOMTREE TR US AI ENHANCED AIVL	AIVL	2,268	$297.4k0.16%	0.16%	Added +9	+9 0.4%
85	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	3,596	$296.1k0.16%	0.16%	Added +272	+272 8.2%
86	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	4,770	$294.6k0.16%	0.16%	Unchanged
87	ISHARES TR RUS MID CAP ETF IWR	IWR	2,529	$279.0k0.15%	0.15%	Added +7	+7 0.3%
88	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	4,675	$238.2k0.13%	0.13%	Unchanged
89	ORACLE CORP COM ORCL	ORCL	1,617	$237.0k0.13%	0.13%	Reduced -25	-25 -1.5%
90	MONDELEZ INTL INC CL A MDLZ	MDLZ	4,053	$234.4k0.13%	0.13%	Added +105	+105 2.7%
91	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	4,247	$232.3k0.12%	0.12%	New
92	SPDR GOLD TR GOLD SHS GLD	GLD	624	$229.9k0.12%	0.12%	Reduced -15	-15 -2.4%
93	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	4,402	$220.1k0.12%	0.12%	New
94	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	877	$213.0k0.11%	0.11%	New
95	ISHARES TR MRGSTR MD CP ETF IMCB	IMCB	2,188	$211.2k0.11%	0.11%	New
96	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	1,869	$209.5k0.11%	0.11%	New
97	ISHARES TR EAFE SML CP ETF SCZ	SCZ	2,544	$209.3k0.11%	0.11%	New
98	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	1,095	$206.3k0.11%	0.11%	New
99	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	2,420	$201.1k0.11%	0.11%	New
100	ALLSPRING INCOME OPPORTUNIT INC OPPTY FD XEADX	XEADX	21,769	$141.5k0.08%	0.08%	Added +519	+519 2.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
PEPSICO INC PEP	PEP	1,421	$220.7k1.4k shares
WASTE MGMT INC DEL WM	WM	883	$202.9k883 shares
AT&T INC T	T	6,922	$200.7k6.9k shares
INVESCO TR INVT GRADE NEW YO VTN	VTN	10,471	$114.6k10.5k shares