Laraway Financial
Latest statistics and disclosures from Laraway Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VTV, VUG, SPY, VEA, and represent 24.46% of Laraway Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SNDK, ITOT, CVX, JPST, YEAR, XLE, VTV, SPTM, FWD, SDVY.
- Started 2 new stock positions in SNDK, ITOT.
- Reduced shares in these 10 stocks: , NVDA, AAPL, GOOGL, BRK.B, AMD, PYPL, WDC, LRCX, MSFT.
- Sold out of its positions in AMD, FICO, NEE, PYPL.
- Laraway Financial Advisors was a net seller of stock by $-7.0M.
- Laraway Financial Advisors has $142M in assets under management (AUM), dropping by -7.31%.
- Central Index Key (CIK): 0001908275
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Portfolio Holdings for Laraway Financial Advisors
Laraway Financial Advisors holds 129 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.0 | $11M | -4% | 45k | 253.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 4.8 | $6.8M | 35k | 196.20 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 4.5 | $6.4M | 15k | 436.79 |
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| Spdr S&p 500 Etf Tr Unit (SPY) | 3.7 | $5.2M | -3% | 8.0k | 650.36 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.6 | $5.1M | 79k | 64.08 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $4.2M | -8% | 14k | 287.56 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 2.7 | $3.9M | 71k | 54.55 |
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| Berkshire Hathaway Inc Del CL B New (BRK.B) | 2.6 | $3.8M | -5% | 7.8k | 479.20 |
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| NVIDIA Corporation (NVDA) | 2.6 | $3.7M | -16% | 21k | 174.40 |
|
| Microsoft Corporation (MSFT) | 2.3 | $3.3M | -6% | 9.0k | 370.17 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.3 | $3.3M | -3% | 22k | 146.61 |
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| Select Sector Spdr Tr Financial (XLF) | 2.0 | $2.9M | -3% | 58k | 49.37 |
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| Select Sector Spdr Tr Technology (XLK) | 2.0 | $2.8M | -4% | 21k | 132.90 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $2.5M | 13k | 191.92 |
|
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| Eli Lilly & Co. (LLY) | 1.5 | $2.2M | -6% | 2.4k | 919.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.1M | 7.2k | 286.86 |
|
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| Wal-Mart Stores (WMT) | 1.4 | $2.0M | -5% | 16k | 124.28 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 1.4 | $1.9M | 65k | 30.07 |
|
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| Amazon (AMZN) | 1.3 | $1.9M | -8% | 9.2k | 208.27 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.3 | $1.9M | 6.6k | 287.19 |
|
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.3 | $1.9M | 41k | 45.89 |
|
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| Lam Research (LRCX) | 1.2 | $1.7M | -10% | 8.1k | 213.66 |
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| Netflix (NFLX) | 1.2 | $1.7M | -10% | 18k | 96.15 |
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| Costco Wholesale Corporation (COST) | 1.1 | $1.6M | -10% | 1.6k | 996.43 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.1 | $1.6M | 61k | 25.62 |
|
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.0 | $1.4M | +7% | 28k | 50.61 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $1.4M | -9% | 48k | 29.08 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 1.0 | $1.4M | -11% | 14k | 94.58 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.9 | $1.3M | 37k | 36.59 |
|
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.9 | $1.3M | 18k | 73.14 |
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| Meta Platforms Cl A (META) | 0.9 | $1.3M | -11% | 2.3k | 572.23 |
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| Parker-Hannifin Corporation (PH) | 0.8 | $1.2M | -7% | 1.3k | 895.24 |
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| Johnson & Johnson (JNJ) | 0.8 | $1.2M | -3% | 4.8k | 244.44 |
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| TJX Companies (TJX) | 0.8 | $1.2M | -3% | 7.3k | 159.70 |
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| Valero Energy Corporation (VLO) | 0.8 | $1.1M | -7% | 4.6k | 247.09 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.8 | $1.1M | -4% | 34k | 33.74 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $1.1M | -5% | 2.2k | 491.53 |
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| Oracle Corporation (ORCL) | 0.7 | $1.0M | -6% | 6.8k | 147.11 |
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| AmerisourceBergen (COR) | 0.7 | $943k | -4% | 3.0k | 314.15 |
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| Western Digital (WDC) | 0.6 | $910k | -19% | 3.4k | 270.50 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.6 | $907k | 21k | 43.59 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $896k | -8% | 3.0k | 294.16 |
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| UnitedHealth (UNH) | 0.5 | $767k | -5% | 2.8k | 270.60 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $767k | +7% | 14k | 56.68 |
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| Lowe's Companies (LOW) | 0.5 | $726k | -7% | 3.1k | 236.30 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $718k | 1.00 | 718140.00 |
|
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $707k | 12k | 59.55 |
|
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| Sandisk Corp (SNDK) | 0.5 | $702k | NEW | 1.1k | 635.34 |
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| Capital One Financial (COF) | 0.5 | $684k | -5% | 3.7k | 182.43 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $683k | +6% | 9.3k | 73.64 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $678k | -10% | 3.5k | 192.91 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.5 | $675k | 7.4k | 91.52 |
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| FedEx Corporation (FDX) | 0.5 | $663k | -9% | 1.9k | 356.18 |
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| Visa Com Cl A (V) | 0.5 | $656k | -11% | 2.2k | 302.24 |
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| Caterpillar (CAT) | 0.5 | $647k | 913.00 | 708.50 |
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| Wp Carey (WPC) | 0.4 | $629k | 9.3k | 67.96 |
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| Xcel Energy (XEL) | 0.4 | $624k | 7.9k | 79.44 |
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| Coca-Cola Company (KO) | 0.4 | $608k | -9% | 8.0k | 76.05 |
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| Pepsi (PEP) | 0.4 | $602k | -11% | 3.9k | 155.27 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $595k | -2% | 22k | 26.61 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $587k | 25k | 23.22 |
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| Illinois Tool Works (ITW) | 0.4 | $586k | -4% | 2.3k | 260.29 |
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| Spdr Ser Tr Portfolio Crport (SPBO) | 0.4 | $584k | 20k | 29.03 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.4 | $569k | +13% | 7.2k | 79.06 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $566k | +2% | 3.8k | 148.11 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.4 | $562k | +3% | 9.5k | 59.22 |
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| Chevron Corporation (CVX) | 0.4 | $561k | +43% | 2.7k | 206.90 |
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| Universal Hlth Svcs CL B (UHS) | 0.4 | $546k | -3% | 3.1k | 178.97 |
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| Select Sector Spdr Tr Energy (XLE) | 0.4 | $537k | +19% | 8.8k | 61.26 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $526k | -6% | 16k | 32.95 |
|
| Ab Active Etfs Ultra Short Incm (YEAR) | 0.4 | $520k | +20% | 10k | 50.47 |
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| Home Depot (HD) | 0.4 | $501k | -6% | 1.5k | 328.99 |
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| Erie Indemnity Cl A (ERIE) | 0.3 | $493k | 2.0k | 251.31 |
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| Procter & Gamble Company (PG) | 0.3 | $481k | -6% | 3.3k | 144.44 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $473k | +13% | 12k | 39.43 |
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| Micron Technology (MU) | 0.3 | $451k | 1.3k | 337.84 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.3 | $435k | +2% | 6.4k | 68.28 |
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| Philip Morris International (PM) | 0.3 | $434k | -10% | 2.6k | 165.34 |
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| Dick's Sporting Goods (DKS) | 0.3 | $426k | -12% | 2.1k | 198.29 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.3 | $419k | -20% | 14k | 30.78 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $418k | -10% | 3.5k | 118.62 |
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| Cisco Systems (CSCO) | 0.3 | $411k | -15% | 5.3k | 77.59 |
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| Verizon Communications (VZ) | 0.3 | $411k | -10% | 8.2k | 50.20 |
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| Intel Corporation (INTC) | 0.3 | $409k | -23% | 9.3k | 44.13 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $408k | 8.4k | 48.32 |
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| Spdr Ser Tr Portfolio S&p500 (SPYM) | 0.3 | $408k | +5% | 5.3k | 76.55 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $391k | -3% | 7.9k | 49.81 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.3 | $380k | -16% | 3.9k | 96.62 |
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| Constellation Brand Cl A (STZ) | 0.3 | $379k | -3% | 2.5k | 150.00 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $377k | 2.5k | 152.75 |
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| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.3 | $376k | +9% | 8.0k | 47.00 |
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| AFLAC Incorporated (AFL) | 0.3 | $373k | 3.4k | 109.71 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $370k | 4.5k | 82.76 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $361k | 17k | 21.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $354k | 592.00 | 597.27 |
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| Us Bancorp Del Com New (USB) | 0.2 | $344k | -8% | 6.6k | 52.01 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $339k | 11k | 30.68 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $330k | -4% | 12k | 28.71 |
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| Merck & Co (MRK) | 0.2 | $328k | -20% | 2.7k | 120.29 |
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| First Tr Morningstar Divid L SHS (FDL) | 0.2 | $326k | 6.4k | 50.80 |
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| Alps Etf Tr Rivrfrnt Str Inc (RIGS) | 0.2 | $320k | 14k | 22.86 |
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| Cardinal Health (CAH) | 0.2 | $320k | -17% | 1.5k | 211.28 |
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| Abbvie (ABBV) | 0.2 | $319k | -16% | 1.5k | 217.43 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $307k | -21% | 1.8k | 169.66 |
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| Wells Fargo & Company (WFC) | 0.2 | $301k | -9% | 3.8k | 79.61 |
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| Cdw (CDW) | 0.2 | $296k | -7% | 2.4k | 121.02 |
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| Ab Active Etfs Disruptors Etf (FWD) | 0.2 | $293k | +26% | 2.7k | 108.57 |
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| Walt Disney Company (DIS) | 0.2 | $291k | -6% | 3.0k | 96.39 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $288k | -3% | 4.9k | 58.54 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $286k | 2.9k | 97.93 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $283k | -19% | 837.00 | 337.95 |
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| Ab Active Etfs Us High Dividend (HIDV) | 0.2 | $281k | +6% | 3.6k | 77.67 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $280k | -4% | 7.6k | 36.75 |
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| 3M Company (MMM) | 0.2 | $275k | -17% | 1.9k | 145.24 |
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| Nike (NKE) | 0.2 | $260k | -8% | 4.9k | 52.82 |
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| Emerson Electric (EMR) | 0.2 | $242k | -15% | 1.8k | 131.02 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $229k | 2.6k | 88.16 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $227k | -15% | 1.1k | 206.09 |
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| Boeing Company (BA) | 0.2 | $227k | -8% | 1.1k | 199.03 |
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| Tesla Motors (TSLA) | 0.2 | $222k | -4% | 596.00 | 371.75 |
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| Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT) | 0.1 | $213k | NEW | 1.5k | 142.47 |
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| Ball Corporation (BALL) | 0.1 | $211k | 3.6k | 59.11 |
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| Goldman Sachs (GS) | 0.1 | $203k | -29% | 240.00 | 845.99 |
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| Pfizer (PFE) | 0.1 | $201k | -26% | 7.2k | 28.08 |
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| Medtronic SHS (MDT) | 0.1 | $199k | 2.3k | 86.65 |
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| Automatic Data Processing (ADP) | 0.1 | $194k | 955.00 | 203.18 |
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| CVS Caremark Corporation (CVS) | 0.1 | $184k | -21% | 2.6k | 71.82 |
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| Ingredion Incorporated (INGR) | 0.1 | $167k | 1.5k | 112.66 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $165k | 4.1k | 39.73 |
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Past Filings by Laraway Financial Advisors
SEC 13F filings are viewable for Laraway Financial Advisors going back to 2021
- Laraway Financial Advisors 2026 Q1 filed May 14, 2026
- Laraway Financial Advisors 2025 Q4 filed Feb. 13, 2026
- Laraway Financial Advisors 2025 Q3 filed Nov. 14, 2025
- Laraway Financial Advisors 2025 Q2 filed July 23, 2025
- Laraway Financial Advisors 2024 Q4 filed Feb. 14, 2025
- Laraway Financial Advisors 2024 Q3 filed Nov. 15, 2024
- Laraway Financial Advisors 2024 Q2 filed Aug. 13, 2024
- Laraway Financial Advisors 2024 Q1 filed May 14, 2024
- Laraway Financial Advisors 2023 Q4 filed Feb. 7, 2024
- Laraway Financial Advisors 2023 Q3 filed Nov. 16, 2023
- Laraway Financial Advisors 2023 Q2 filed July 28, 2023
- Laraway Financial Advisors 2023 Q1 filed June 9, 2023
- Laraway Financial Advisors 2022 Q4 filed Feb. 22, 2023
- Laraway Financial Advisors 2022 Q3 filed Nov. 15, 2022
- Laraway Financial Advisors 2022 Q2 filed Aug. 12, 2022
- Laraway Financial Advisors 2022 Q1 filed May 17, 2022