Fingerlakes Wealth Management, Inc. holds a diversified book of 101 stocks worth $185.8M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Ishares Inc Ishares Esg Awar and trimmed Invesco QQQ Trust Series 1. Their largest long position is Vanguard Mega Cap Growth ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +38% (+20.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910248/holdings"
Use Arkolith to show Fingerlakes Wealth Management, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 11.9 points over this window.
Growth of $10,000 cloning Fingerlakes Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Fingerlakes Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $616.8B |
| MORGAN STANLEY | 80 / 80 | $497.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $153.5B |
| LPL Financial LLC | 80 / 80 | $97.0B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $91.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.7B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $371.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $142.7B |
Ranked by how many of Fingerlakes Wealth Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD MEGA GRWTH IND | $12.8M | 145.6K | 6.9% | ▲+416% Added · +117K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $10.1M | 13.7K | 5.4% | ▼−0.7% Reduced · −92 sh | |
| 3 | Vanguard World FD MEGA CAP VAL ETF | $10.0M | 60.9K | 5.4% | ▲+9.3% Added · +5K sh | |
| 4 | Schwab Strategic TR US LCAP GR ETF | $8.9M | 262.6K | 4.8% | ▲+6.8% Added · +17K sh | |
| 5 | Apple Inc COM | $8.9M | 30.7K | 4.8% | ▼−0.2% Reduced · −58 sh | |
| 6 | Select Sector SPDR TR ST STR TECHN ETF | $8.6M | 45.2K | 4.6% | ▲+0.4% Added · +187 sh | |
| 7 | Vanguard World FD INF TECH ETF | $6.7M | 56.3K | 3.6% | ▲+714% Added · +49K sh | |
| 8 | Fidelity Covington Trust MSCI INFO TECH I | $5.6M | 19.5K | 3.0% | ▲+2.3% Added · +440 sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $5.5M | 14.8K | 2.9% | ▼−0.7% Reduced · −110 sh | |
| 10 | SPDR Index SHS FDS ST STR MSCI WLD | $5.1M | 33.5K | 2.7% | ▲+7.8% Added · +2K sh | |
| 11 | J P Morgan Exchange Traded F BETABUILDRS US | $4.5M | 33.4K | 2.4% | ▲+11% Added · +3K sh | |
| 12 | Invesco Exch Traded FD TR II ESG NASDAQ 100 | $4.3M | 84.8K | 2.3% | ▲+4.7% Added · +4K sh | |
| 13 | Applied Matls Inc COM | $4.0M | 5.5K | 2.1% | ▲+0.2% Added · +12 sh | |
| 14 | State STR SPDR Dow Jones Ind UT SER 1 | $3.5M | 6.8K | 1.9% | ▼−0.8% Reduced · −53 sh | |
| 15 | Microsoft Corp COM | $3.3M | 8.9K | 1.8% | ▲+0.2% Added · +18 sh | |
| 16 | Vanguard World FD ESG US STK ETF | $3.3M | 24.6K | 1.8% | ▲+8.7% Added · +2K sh | |
| 17 | Ishares TR ESG MSCI KLD ETF | $3.2M | 22.6K | 1.7% | ▲+6.7% Added · +1K sh | |
| 18 | Ishares TR ESG OPTIMIZED | $3.1M | 20.1K | 1.7% | ▲+7.1% Added · +1K sh | |
| 19 | Vanguard Index FDS MCAP GR IDXVIP | $3.1M | 10.1K | 1.7% | ▲+6.9% Added · +657 sh | |
| 20 | Ishares TR ESG AWR MSCI USA | $3.0M | 18.0K | 1.6% | ▲+4.3% Added · +747 sh | |
| 21 | DBX ETF TR XTRACKERS MSCI | $2.8M | 39.8K | 1.5% | ▲+3.9% Added · +1K sh | |
| 22 | Ishares TR RUS TP200 GR ETF | $2.8M | 9.5K | 1.5% | ▲+12% Added · +1K sh | |
| 23 | Vanguard Index FDS MID CAP ETF | $2.7M | 33.3K | 1.4% | ▲+299% Added · +25K sh | |
| 24 | Ishares TR CORE DIV GRWTH | $2.6M | 34.1K | 1.4% | ▲+9.1% Added · +3K sh | |
| 25 | Ishares TR CORE S&P500 ETF | $2.4M | 3.2K | 1.3% | ▲+0.3% Added · +9 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.6K | 1.2% | ▼−1.3% Reduced · −60 sh | |
| 27 | SPDR Series Trust ST STR PR SP1500 | $2.2M | 24.6K | 1.2% | ▼−3.2% Reduced · −812 sh | |
| 28 | Vanguard Intl Equity Index F TT WRLD ST ETF | $2.2M | 13.9K | 1.2% | ▼−0.1% Reduced · −7 sh | |
| 29 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.5K | 1.0% | ▲+0.2% Added · +5 sh | |
| 30 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.8M | 25.6K | 1.0% | ▲+20% Added · +4K sh | |
| 31 | Alphabet Inc CAP STK CL A | $1.6M | 4.5K | 0.9% | ▲+2.7% Added · +119 sh | |
| 32 | SPDR Series Trust ST STR P400MID | $1.5M | 21.7K | 0.8% | ▲+0.6% Added · +134 sh | |
| 33 | NextEra Energy Inc COM | $1.5M | 16.7K | 0.8% | ▲+0.7% Added · +116 sh | |
| 34 | Vanguard Index FDS S&P 500 ETF SHS | $1.5M | 2.1K | 0.8% | ▲+0.3% Added · +6 sh | |
| 35 | Lowes Cos Inc COM | $1.5M | 6.6K | 0.8% | ▼−1.0% Reduced · −64 sh | |
| 36 | Alphabet Inc CAP STK CL C | $1.4M | 4.0K | 0.8% | ▼−1.3% Reduced · −53 sh | |
| 37 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.7% | ▲+1.0% Added · +11 sh | |
| 38 | SPDR Series Trust ST STR P500ETF | $1.3M | 14.4K | 0.7% | ▲+0.2% Added · +28 sh | |
| 39 | Caterpillar Inc COM | $1.2M | 1.2K | 0.7% | ▼−0.2% Reduced · −2 sh | |
| 40 | CSX Corp COM | $1.2M | 25.7K | 0.7% | ▲+0.2% Added · +62 sh | |
| 41 | Ishares TR ESG AWARE MSCI | $1.2M | 20.7K | 0.6% | ▲+18% Added · +3K sh | |
| 42 | Vanguard Index FDS SML CP GRW ETF | $1.1M | 3.1K | 0.6% | ▲+21% Added · +541 sh | |
| 43 | SPDR Series Trust ST STR P500GRW | $1.1M | 9.5K | 0.6% | ▼−2.7% Reduced · −265 sh | |
| 44 | Home Depot Inc COM | $1.0M | 3.0K | 0.6% | ▲+0.3% Added · +8 sh | |
| 45 | Vanguard Index FDS GROWTH ETF | $1.0M | 11.8K | 0.5% | ▲+497% Added · +10K sh | |
| 46 | Amazon Com Inc COM | $882K | 3.7K | 0.5% | ▲+0.4% Added · +14 sh | |
| 47 | Nushares ETF TR NUVEEN ESG MIDVL | $832K | 19.1K | 0.4% | ▲~0% Added · +1 sh | |
| 48 | First TR Exchange-Traded FD SHS | $824K | 2.5K | 0.4% | ▼−0.1% Reduced · −2 sh | |
| 49 | Vanguard Whitehall FDS HIGH DIV YLD | $821K | 5.2K | 0.4% | ▲+0.1% Added · +7 sh | |
| 50 | Ishares TR MSCI USA MMENTM | $815K | 2.4K | 0.4% | ▲+4.6% Added · +104 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 101 | $185.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 97 | $150.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 97 | $157.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 98 | $153.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 92 | $134.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 86 | $117.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 86 | $123.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 89 | $120.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.