Long-term investor

Fingerlakes Wealth Management, Inc. @fingerlakeswealthmanagem

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910248).

Record

  • Tracked since 2025-12-31 (249 days), 21 trades recorded
  • Returns: week n/a · month n/a · 90 days +16.8% · 6 months n/a · 1 year n/a · all +11.5%
  • Max drawdown n/a · win rate 33% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921910816 · 6.9% · long · since 2025-12-31
  • QQQ · 5.4% · long · since 2025-12-31
  • 921910840 · 5.4% · long · since 2025-12-31
  • 808524300 · 4.8% · long · since 2025-12-31
  • AAPL · 4.8% · long · since 2025-12-31
  • 81369Y803 · 4.6% · long · since 2025-12-31
  • 92204A702 · 3.6% · long · since 2025-12-31
  • 316092808 · 3.0% · long · since 2025-12-31
  • 922908769 · 2.9% · long · since 2025-12-31
  • 78463X418 · 2.7% · long · since 2025-12-31
  • 46641Q399 · 2.4% · long · since 2025-12-31
  • 46138G540 · 2.3% · long · since 2025-12-31

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