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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Fingerlakes Wealth Management, Inc.

Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001085146-25-004321

Total Value
$134.0M
Positions
92
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (92)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD92191081629,206$10.7M7.98%
2INVESCO QQQ TRIVZ14,540$8.0M5.99%
3APPLE INCAAPL32,429$6.7M4.97%
4SELECT SECTOR SPDR TR81369Y80322,797$5.8M4.31%
5SCHWAB STRATEGIC TR808524300195,093$5.7M4.25%
6VANGUARD WORLD FD92191084040,883$5.4M4.00%
7VANGUARD WORLD FD92204A7027,597$5.0M3.76%
8VANGUARD INDEX FDS92290876914,786$4.5M3.35%
9FIDELITY COVINGTON TRUST31609280820,424$4.0M3.01%
10SPDR INDEX SHS FDS78463X41826,849$3.6M2.70%
11SPDR DOW JONES INDL AVERAGE78467X1097,083$3.1M2.33%
12J P MORGAN EXCHANGE TRADED F46641Q39925,645$2.9M2.14%
13VANGUARD INDEX FDS9229085389,427$2.7M2.00%
14INVESCO EXCH TRADED FD TR IIIVZ68,155$2.6M1.92%
15MICROSOFT CORPMSFT5,106$2.5M1.90%
16BERKSHIRE HATHAWAY INC DELBRK-A5,128$2.5M1.86%
17ISHARES TR46435G42517,691$2.4M1.79%
18VANGUARD INDEX FDS9229086298,465$2.4M1.77%
19VANGUARD WORLD FD92191073321,403$2.3M1.75%
20SPDR SERIES TRUST78464A80530,612$2.3M1.71%
21ISHARES TR46428857018,886$2.2M1.64%
22ISHARES TR46428880217,220$2.2M1.63%
23DBX ETF TR23305115034,992$2.0M1.49%
24ISHARES TR4642872003,085$1.9M1.43%
25VANGUARD INTL EQUITY INDEX F92204274214,030$1.8M1.35%
26ISHARES TR46434V62125,158$1.6M1.20%
27SPDR S&P 500 ETF TRSPY2,538$1.6M1.17%
28LOWES COS INC5486611076,999$1.6M1.16%
29ISHARES TR4642894385,599$1.4M1.03%
30SPDR SERIES TRUST78464A84723,473$1.3M0.95%
31SPDR SERIES TRUST78464A85415,868$1.2M0.86%
32VANGUARD INDEX FDS9229083631,990$1.1M0.84%
33NEXTERA ENERGY INCNEE-PW16,091$1.1M0.83%
34SPDR SERIES TRUST78464A40911,660$1.1M0.83%
35APPLIED MATLS INC0382221055,554$1.0M0.76%
36HOME DEPOT INCHD2,662$975,9190.73%
37VANGUARD INDEX FDS9229087362,147$941,0580.70%
38CSX CORPCSX27,552$899,0090.67%
39ELI LILLY & COLLY1,102$858,6990.64%
40AMAZON COM INCAMZN3,864$847,7230.63%
41VANGUARD INDEX FDS9229085539,333$831,1930.62%
42ALPHABET INCGOOG4,640$817,7720.61%
43ALPHABET INCGOOG4,153$736,7690.55%
44ISHARES TR46435U66317,443$720,9230.54%
45VANGUARD WHITEHALL FDS9219464065,172$689,4980.51%
46VANGUARD TAX-MANAGED FDS92194385811,758$670,3220.50%
47NUSHARES ETF TRNU18,438$664,7070.50%
48FIRST TR EXCHANGE-TRADED FD3373451023,084$656,4710.49%
49VANGUARD INDEX FDS9229087512,617$620,1090.46%
50VANGUARD INDEX FDS9229085952,230$617,7110.46%
51ISHARES TR4642874814,115$570,7330.43%
52NVIDIA CORPORATIONNVDA3,393$536,1170.40%
53SPDR SERIES TRUST78468R85312,476$531,4690.40%
54INVESCO EXCHANGE TRADED FD TIVZ5,543$519,7000.39%
55MCDONALDS CORPMCD1,774$518,2890.39%
56ISHARES TR46432F3962,067$496,6530.37%
57SPDR INDEX SHS FDS78463X19412,345$487,6100.36%
58SPDR SERIES TRUST78468R7473,870$483,0000.36%
59VANGUARD SPECIALIZED FUNDS9219088442,260$462,4670.35%
60CATERPILLAR INCCAT1,188$461,3730.34%
61FIDELITY COVINGTON TRUST31609285716,972$458,9180.34%
62SPDR SERIES TRUST78464A2015,137$455,8840.34%
63NUSHARES ETF TRNU8,757$424,2980.32%
64EXXON MOBIL CORPXOM3,818$411,5940.31%
65ISHARES TR46435G5164,311$384,6710.29%
66ISHARES TR4642885216,772$383,0210.29%
67NUSHARES ETF TRNU4,008$376,5330.28%
68EQUINIX INCEQIX464$369,4520.28%
69SELECT SECTOR SPDR TR81369Y7042,474$364,9570.27%
70ORACLE CORPORCL-PD1,666$364,2780.27%
71LOCKHEED MARTIN CORPLMT786$363,8630.27%
72INTERNATIONAL BUSINESS MACHSINTR1,222$360,1060.27%
73JOHNSON & JOHNSONJNJ2,330$355,9320.27%
74INVESCO EXCH TRADED FD TR IIIVZ3,562$347,4020.26%
75MONDELEZ INTL INC6092071055,007$337,6870.25%
76SCHWAB STRATEGIC TR80852450811,879$333,1930.25%
77ISHARES TR4642875075,062$313,9280.23%
78CISCO SYS INCCSCO4,514$313,1480.23%
79WISDOMTREE TRWT2,715$306,9540.23%
80BRITISH AMERN TOB PLC1104481074,751$224,8600.17%
81SELECT SECTOR SPDR TR81369Y3082,754$222,9770.17%
82VANGUARD WORLD FD9219107253,336$218,4870.16%
83PROCTER AND GAMBLE CO7427181091,365$217,4130.16%
84ISHARES TR4642876632,290$216,7290.16%
85ISHARES TR4642882082,618$208,5290.16%
86ISHARES TR4642876711,378$207,2110.15%
87WASTE MGMT INC DEL94106L109898$205,3670.15%
88ISHARES TR4642874992,189$201,3150.15%
89SPDR INDEX SHS FDS78463X8894,944$200,1790.15%
90PLANET LABS PBCPL-WT10,000$61,0000.05%
91OXFORD LANE CAP CORPOXLCZ12,874$54,0730.04%
92NEUBERGER BERMAN REAL ESTATENRO13,028$41,9500.03%