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Laraway Financial Advisors 13F Portfolio

Portfolio Manager
Laraway Financial Advisors Inc
Performance
+13.69% (2026 Q2)
AUM (13F)
$164.75M
# of Holdings
140
Performance Rank
Allocation (Top 20)
53.76%
Latest filing
Q2 2026

Laraway Financial Advisors Inc Holdings Map

Top 50 Laraway Financial Advisors Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
7.72%44.0K$12.7M
-1.67%(-745)
2025-Q2: 47.4K shares2025-Q3: 47.2K shares2025-Q4: 46.8K shares2026-Q1: 44.7K shares2026-Q2: 44.0K shares
$161.10(+89.56%)
2026-06-30
VTV
VANGUARD INDEX FDS
4.59%34.7K$7.6M
+0.21%(+73)
2025-Q2: 31.1K shares2025-Q3: 32.8K shares2025-Q4: 34.2K shares2026-Q1: 34.6K shares2026-Q2: 34.7K shares
$150.43(+51.23%)
2026-06-30
VUG
VANGUARD INDEX FDS
4.55%87.0K$7.5M
-0.68%(-594)
2025-Q2: 80.0K shares2025-Q3: 83.7K shares2025-Q4: 87.6K shares2026-Q1: 87.6K shares2026-Q2: 87.0K shares
$52.91(+68.55%)
2026-06-30
SPY
SPDR S&P 500 ETF
3.57%7.9K$5.9M
-1.25%(-100)
2025-Q2: 8.2K shares2025-Q3: 8.2K shares2025-Q4: 8.3K shares2026-Q1: 8.0K shares2026-Q2: 7.9K shares
$451.99(+71.54%)
2026-06-30
VEA
VANGUARD TAX-MANAGED FDS
3.31%76.6K$5.5M
-3.50%(-2.78K)
2025-Q2: 76.8K shares2025-Q3: 78.6K shares2025-Q4: 81.0K shares2026-Q1: 79.4K shares2026-Q2: 76.6K shares
$48.74(+51.84%)
2026-06-30
GOOGL
ALPHABET INC.
3.12%14.4K$5.1M
-0.39%(-56)
2025-Q2: 15.7K shares2025-Q3: 15.8K shares2025-Q4: 15.7K shares2026-Q1: 14.4K shares2026-Q2: 14.4K shares
$139.74(+146.69%)
2026-06-30
XLG
INVESCO EXCHANGE TRADED FD T
2.64%71.1K$4.4M
-0.13%(-89)
2025-Q2: 65.3K shares2025-Q3: 67.6K shares2025-Q4: 71.0K shares2026-Q1: 71.1K shares2026-Q2: 71.1K shares
$38.56(+63.26%)
2026-06-30
NVDA
NVIDIA CORP
2.46%20.3K$4.1M
-3.34%(-700)
2025-Q2: 26.1K shares2025-Q3: 25.2K shares2025-Q4: 25.2K shares2026-Q1: 21.0K shares2026-Q2: 20.3K shares
$29.83(+657.85%)
2026-06-30
XLK
SELECT SECTOR SPDR TR
2.44%21.1K$4.0M
+0.41%(+87)
2025-Q2: 21.5K shares2025-Q3: 22.1K shares2025-Q4: 22.1K shares2026-Q1: 21.0K shares2026-Q2: 21.1K shares
$84.21(+126.49%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.3%7.6K$3.8M
-3.32%(-260)
2025-Q2: 6.3K shares2025-Q3: 8.3K shares2025-Q4: 8.3K shares2026-Q1: 7.8K shares2026-Q2: 7.6K shares
$335.41(+49.47%)
2026-06-30

About Laraway Financial Advisors Incโ€™s portfolio

Laraway Financial Advisors Inc reports $164.75M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.7%), VTV (4.6%) and VUG (4.5%). The top 20 holdings account for 53.76% of reported assets. Its disclosed equity book has returned +65.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 10.0% ($12.73M)VTV โ€” 5.9% ($7.56M)VUG โ€” 5.9% ($7.49M)SPY โ€” 4.6% ($5.89M)VEA โ€” 4.3% ($5.46M)GOOGL โ€” 4.0% ($5.14M)XLG โ€” 3.4% ($4.35M)NVDA โ€” 3.2% ($4.06M)XLK โ€” 3.2% ($4.01M)BRK.B โ€” 3.0% ($3.79M)Other โ€” 52.4% ($66.71M)
48%in top 10
  • AAPL10.0%
  • VTV5.9%
  • VUG5.9%
  • SPY4.6%
  • VEA4.3%
  • GOOGL4.0%
  • XLG3.4%
  • NVDA3.2%
  • XLK3.2%
  • BRK.B3.0%
  • Other52.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
NEENEXTERA ENERGY INC0.5%
Added to
9
JPSTJ P MORGAN EXCHANGE TRADED F+10.8%
FIXDFIRST TR EXCHNG TRADED FD VI+5.2%
HTRBHARTFORD FDS EXCHANGE TRADED+3.3%
JEPIJ P MORGAN EXCHANGE TRADED F+3.8%
+5 more
Trimmed
33
MUMICRON TECHNOLOGY INC-22.5%
AAPLAPPLE INC-1.7%
VEAVANGUARD TAX-MANAGED FDS-3.5%
GOOGALPHABET INC.-6.3%
+29 more

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Source filings

Holdings on this page are parsed from Laraway Financial Advisors Incโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908275). View Laraway Financial Advisors Incโ€™s 13F filings on SEC

More 13F analyses

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