Fingerlakes Wealth Management, Inc.

RIA/Wealth

Fingerlakes Wealth Management, Inc. is a RIA/Wealth based in Ithaca, NY led by Susan Devitt Mccormick, reporting $231.6M in AUM as of Q3 2025 with 77% ETF concentration.

CEOSusan Devitt Mccormick

Portfolio Value: $153.3M
Positions: 98
Top Holding: MGK at 7.86%
Last Reported: Q3 2025

Address450 North Aurora Street, Ithaca, NY, 14850, United States

Top Holdings

Largest long holdings in Fingerlakes Wealth Management, Inc.'s portfolio (44.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Mega Cap Growth MGK	ETF ETF	$12.0M	7.86%	+$294.2K Bought	— 29.9K shares	Q4 2021 Held for 3y 11m
2 Invesco QQQ Trust QQQ	ETF ETF	$8.7M	5.65%	-$58.8K Sold	— 14.4K shares	Q4 2021 Held for 3y 11m
3 Apple AAPL	Consumer Electronics Technology	$8.2M	5.34%	-$67.5K Sold	0.00% 32.2K shares	Q4 2021 Held for 3y 11m
4 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$7.0M	4.54%	+$738.9K Bought	— 218.2K shares	Q4 2021 Held for 3y 11m
5 Technology Select Sector SPDR Fund XLK	ETF ETF	$7.0M	4.54%	+$530.2K Bought	— 24.7K shares	Q4 2021 Held for 3y 11m
6 Vanguard Mega Cap Value MGV	ETF ETF	$6.5M	4.23%	+$862.3K Bought	— 47.1K shares	Q4 2021 Held for 3y 11m
7 Vanguard Information Technology VGT	ETF ETF	$5.6M	3.67%	-$50.8K Sold	— 7.5K shares	Q4 2021 Held for 3y 11m
8 Vanguard Total Stock Market VTI	ETF ETF	$4.8M	3.15%	-$21.7K Sold	— 14.7K shares	Q4 2021 Held for 3y 11m
9 Microsoft MSFT	Software - Infrastructure Technology	$4.6M	3.01%	+$2.0M Bought	0.00% 8.9K shares	Q4 2021 Held for 3y 11m
10 Fidelity MSCI Information Technology Index ETF FTEC	ETF ETF	$4.4M	2.90%	-$88.2K Sold	— 20.0K shares	Q1 2022 Held for 3y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Fingerlakes Wealth Management, Inc.'s latest filing

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Market Value

$153.3M

Prior: $133.5M

Q/Q Change

+14.85%

+$19.8M

Net Flows % of MV

+4.59%

Turnover Ratio

3.37%

New Purchases

7 stocks

$1.8M

Added To

52 stocks

+$6.6M

Sold Out Of

3 stocks

$477.2K

Reduced Holdings

33 stocks

-$821.8K

Increased Positions

Position	Shares Δ	Change
1 SPDR MSCI USA Gender Diversity SHE	New	0 → 3.9K +$494.7K
2 Costco Wholesale COST	New	0 → 388.0 +$359.4K
3 Schwab Fundamental U.S. Large Company FNDX	New	0 → 9.0K +$237.8K
4 GLD SPDR Gold Trust GLD	New	0 → 635.0 +$225.7K
5 Darden Restaurants DRI	New	0 → 1.1K +$204.1K

Decreased Positions

Position	Shares Δ	Change
1 Consumer Staples Select Sector SPDR Fund XLP	Sold	2.8K → 0 −$223.0K
2 SPDR Portfolio Developed World ex-US ETF SPDW	Sold	4.9K → 0 −$200.2K
3 Oxford Lane Capital OXLC	Sold	2.6K → 0 −$54.1K
4 Lockheed Martin LMT	-9.92%	786.0 → 708.0 −$38.9K
5 AIVL WisdomTree U.S. AI Enhanced Value Fund AIVL	-8.1%	2.7K → 2.5K −$25.1K