Portfolio (Quarterly) Guide ↗

Fingerlakes Wealth Management, Inc.

· CIK 0001910248

13F Portfolio $186M AUM 101 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 47 Added 14 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PEP	PEPSICO INC	Consumer Defensive	1,421	$221K	0.15%	SOLD
2	WM	WASTE MGMT INC DEL	Industrials	883	$203K	0.14%	SOLD
3	T	AT&T INC	Communication Services	6,922	$201K	0.13%	SOLD
4	VTN	INVESCO TR INVT GRADE NEW YO	Financial Services	10,471	$115K	0.08%	SOLD

Sector Allocation

Technology 37.8%

Financial Services 32.9%

Consumer Cyclical 8.0%

Industrials 6.9%

Healthcare 4.1%

Communication Services 3.3%

Utilities 3.0%

Consumer Defensive 1.8%

Energy 1.2%

Real Estate 1.0%