Fingerlakes Wealth Management, Inc.
All 13F Filings
- Location
- Ithaca, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 185,823
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 101 | 185,823 | 13F-HR | Fingerlakes Wealth Management, Inc. |
| Q1 2026 | 4/21/2026 | 97 | 150,778 | 13F-HR | Fingerlakes Wealth Management, Inc. |
| Q4 2025 | 2/5/2026 | 97 | 157,315 | 13F-HR | Fingerlakes Wealth Management, Inc. |
| Q3 2025 | 10/24/2025 | 98 | 153,340 | 13F-HR | Fingerlakes Wealth Management, Inc. |
| Q2 2025 | 7/30/2025 | 92 | 133,991 | 13F-HR | Fingerlakes Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.09 K | 23.2% | 6.748 K | 0 | 6.748 K |
| ETFs | 142.7 K | 76.8% | 28.3 K | 0 | 28.3 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
185,823
Holdings
101
QoQ value change ($000)
35,045
(23.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.