Fingerlakes Wealth Management, Inc.
All 13F Filings
- Location
- Ithaca, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 150,778
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 36.35 K | 24.1% | 0 | 81.29 K | -81.29 K |
| ETFs | 114.4 K | 75.9% | 74.76 K | 0 | 74.76 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
150,778
Holdings
97
QoQ value change ($000)
-6,537
(-4.2%)
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.