Fingerlakes Wealth Management, Inc.
Fingerlakes Wealth Management, Inc. reported 101 holdings worth US$186M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Fingerlakes Wealth Management, Inc. reported 101 holdings worth US$186M as of Jun 30, 2026. Largest: Apple Inc, Applied Materials, Inc. and Microsoft Corp. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 101
- Value as reported
- US$186M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 30,658 | US$8.87M | 4.8% |
| Applied Materials, Inc. | 5,501 | US$3.98M | 2.1% |
| Microsoft Corp. | 8,909 | US$3.32M | 1.8% |
| Alphabet Inc (google) Class C | 8,460 | US$3.02M | 1.6% |
| Berkshire Hathaway Inc. | 4,570 | US$2.29M | 1.2% |
| Nextera Energy, Inc. | 16,669 | US$1.46M | 0.79% |
| Lowe's Companies, Inc. | 6,581 | US$1.45M | 0.78% |
| Eli Lilly And Company | 1,059 | US$1.27M | 0.68% |
| Caterpillar, Inc. | 1,151 | US$1.23M | 0.66% |
| Csx Corporation | 25,715 | US$1.22M | 0.66% |
| Home Depot, Inc. (the) | 2,956 | US$1.04M | 0.56% |
| Amazon.com, Inc. | 3,699 | US$882K | 0.47% |
| Johnson & Johnson | 2,734 | US$694K | 0.37% |
| Cisco Systems, Inc. | 5,056 | US$594K | 0.32% |
| Exxon Mobil Corporation | 4,331 | US$592K | 0.32% |
| Mcdonald's Corporation | 1,828 | US$494K | 0.27% |
| Nvidia Corporation | 2,406 | US$481K | 0.26% |
| Equinix, Inc. | 449 | US$469K | 0.25% |
| Corning Incorporated | 1,732 | US$442K | 0.24% |
| International Business Machines Corporation | 1,371 | US$385K | 0.21% |
| Lockheed Martin Corporation | 737 | US$376K | 0.20% |
| Costco Wholesale Corporation | 356 | US$333K | 0.18% |
| Planet Labs Pbc | 10,000 | US$331K | 0.18% |
| British American Tobacco P.l.c. | 4,770 | US$295K | 0.16% |
| Oracle Corporation | 1,617 | US$237K | 0.13% |
| Mondelez International, Inc. | 4,053 | US$234K | 0.13% |
| C.h. Robinson Worldwide, Inc. | 1,095 | US$206K | 0.11% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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