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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 Q4 2025 · Filed February 5, 2026 · Accession 0001910248-26-000001

Total Value
$157.3M
Positions
97
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (97)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD92191081629,301$12.1M7.69%
2INVESCO QQQ TRIVZ14,125$8.7M5.52%
3APPLE INCAAPL31,897$8.7M5.51%
4SCHWAB STRATEGIC TR808524300231,236$7.5M4.79%
5VANGUARD WORLD FD92191084050,959$7.2M4.57%
6SELECT SECTOR SPDR TR81369Y80347,885$6.9M4.38%
7VANGUARD WORLD FD92204A7027,193$5.4M3.45%
8VANGUARD INDEX FDS92290876914,945$5.0M3.18%
9FIDELITY COVINGTON TRUST31609280819,604$4.4M2.80%
10SPDR INDEX SHS FDS78463X41830,265$4.3M2.76%
11MICROSOFT CORPMSFT8,911$4.3M2.74%
12J P MORGAN EXCHANGE TRADED F46641Q39929,527$3.6M2.31%
13SPDR DOW JONES INDL AVERAGE78467X1096,835$3.3M2.09%
14INVESCO EXCH TRADED FD TR IIIVZ73,199$3.1M1.97%
15VANGUARD WORLD FD92191073321,898$2.6M1.68%
16VANGUARD INDEX FDS9229085389,468$2.6M1.68%
17ISHARES TR46428857020,138$2.6M1.65%
18ISHARES TR46435G42517,360$2.6M1.64%
19ISHARES TR46428880218,466$2.6M1.64%
20BERKSHIRE HATHAWAY INC DELBRK-A4,953$2.5M1.58%
21VANGUARD INDEX FDS9229086298,388$2.4M1.55%
22SPDR SERIES TRUST78464A80528,200$2.3M1.48%
23DBX ETF TR23305115036,492$2.3M1.47%
24ISHARES TR4642894388,007$2.2M1.41%
25ISHARES TR46434V62130,257$2.1M1.34%
26ISHARES TR4642872003,011$2.1M1.31%
27VANGUARD INTL EQUITY INDEX F92204274213,994$2.0M1.25%
28SPDR S&P 500 ETF TRSPY2,553$1.7M1.11%
29LOWES COS INC5486611076,795$1.6M1.04%
30APPLIED MATLS INC0382221055,558$1.4M0.91%
31ALPHABET INCGOOG4,446$1.4M0.88%
32NEXTERA ENERGY INCNEE-PW16,447$1.3M0.84%
33ALPHABET INCGOOG4,118$1.3M0.82%
34SPDR SERIES TRUST78464A84721,965$1.3M0.81%
35VANGUARD INDEX FDS9229083632,001$1.3M0.80%
36SPDR SERIES TRUST78464A85414,725$1.2M0.75%
37VANGUARD TAX-MANAGED FDS92194385817,951$1.1M0.71%
38SPDR SERIES TRUST78464A40910,469$1.1M0.71%
39ELI LILLY & COLLY1,032$1.1M0.71%
40HOME DEPOT INCHD3,002$1.0M0.66%
41CSX CORPCSX27,029$979,8120.62%
42VANGUARD INDEX FDS9229087361,970$961,0740.61%
43AMAZON COM INCAMZN3,733$861,6510.55%
44ISHARES TR46435U66317,421$801,0280.51%
45VANGUARD INDEX FDS9229085538,680$768,0690.49%
46VANGUARD INDEX FDS9229085952,516$760,1620.48%
47VANGUARD WHITEHALL FDS9219464065,184$744,0750.47%
48NUSHARES ETF TRNU18,967$741,6130.47%
49CATERPILLAR INCCAT1,167$668,5330.42%
50VANGUARD INDEX FDS9229087512,482$640,1920.41%
51INVESCO EXCHANGE TRADED FD TIVZ5,618$580,6340.37%
52FIDELITY COVINGTON TRUST31609285721,485$577,7270.37%
53FIRST TR EXCHANGE-TRADED FD3373451022,459$565,9810.36%
54ISHARES TR4642874814,039$553,0530.35%
55MCDONALDS CORPMCD1,797$549,2190.35%
56SPDR SERIES TRUST78468R85311,351$531,8970.34%
57JOHNSON & JOHNSONJNJ2,519$521,2240.33%
58SPDR INDEX SHS FDS78463X19412,000$514,6630.33%
59SPDR SERIES TRUST78468R7473,894$514,2760.33%
60ISHARES TR46432F3962,034$509,0070.32%
61VANGUARD SPECIALIZED FUNDS9219088442,285$502,2680.32%
62EXXON MOBIL CORPXOM4,112$494,8910.31%
63VANGUARD BD INDEX FDS9219378356,158$456,1560.29%
64SPDR SERIES TRUST78464A2014,728$445,3320.28%
65ISHARES TR46435G5164,635$440,7260.28%
66NVIDIA CORPORATIONNVDA2,320$432,6290.28%
67NUSHARES ETF TRNU8,937$426,6870.27%
68INVESCO EXCH TRADED FD TR IIIVZ3,562$416,6470.26%
69NUSHARES ETF TRNU4,209$411,6330.26%
70INTERNATIONAL BUSINESS MACHSINTR1,366$404,4960.26%
71CISCO SYS INCCSCO4,923$379,2380.24%
72SELECT SECTOR SPDR TR81369Y7042,407$373,3280.24%
73SCHWAB STRATEGIC TR80852450812,004$360,9720.23%
74SCHWAB STRATEGIC TR80852477113,142$357,5940.23%
75LOCKHEED MARTIN CORPLMT739$357,2200.23%
76ISHARES TR4642875075,305$350,1490.22%
77EQUINIX INCEQIX440$337,3640.21%
78ORACLE CORPORCL-PD1,706$332,5860.21%
79ISHARES TR4642885215,707$325,0460.21%
80COSTCO WHSL CORP NEW22160K105356$307,2870.20%
81WISDOMTREE TRWT2,507$288,2390.18%
82BRITISH AMERN TOB PLC1104481074,770$270,0720.17%
83MONDELEZ INTL INC6092071054,884$262,9220.17%
84ISHARES TR4642876632,476$253,9320.16%
85ISHARES TR4642874992,589$249,2630.16%
86ISHARES TR4642876711,476$247,8930.16%
87VANGUARD WORLD FD9219107253,388$242,6580.15%
88SPDR GOLD TRGLD565$223,9150.14%
89PEPSICO INCPEP1,518$217,9010.14%
90WASTE MGMT INC DEL94106L109990$217,4910.14%
91ISHARES TR4642882082,581$213,4870.14%
92PUTNAM ETF TRUST7467293004,675$213,0400.14%
93PROCTER AND GAMBLE CO7427181091,441$206,4850.13%
94PLANET LABS PBCPL-WT10,000$197,2000.13%
95ALLSPRING INCOME OPPORTUNITEAD20,758$140,7360.09%
96INVESCO TR INVT GRADE NEW YOIVZ10,284$118,3670.08%
97NEUBERGER REAL ESTATENRO14,404$43,7880.03%