Portfolio (Quarterly) Guide ↗

Fingerlakes Wealth Management, Inc.

· CIK 0001910248

13F Portfolio $151M AUM 97 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 32 Added 36 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IMCB	ISHARES TR	—	2,581	$213K	0.14%	SOLD
2	PG	PROCTER AND GAMBLE CO	Consumer Defensive	1,441	$206K	0.13%	SOLD

Sector Allocation

Technology 34.3%

Financial Services 31.3%

Consumer Cyclical 9.1%

Industrials 6.6%

Communication Services 6.2%

Healthcare 3.7%

Utilities 3.6%

Consumer Defensive 2.5%

Energy 1.6%

Real Estate 1.0%