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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 23.75% of Laraway Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$6.2M), VO, NEE, GE, PWR, GEV, QQQM, SCHD, Wisdomtree Tr, DAL.
Started 11 new stock positions in LOWV, LRGC, QQQM, NEE, AMAT, GEV, PWR, Wisdomtree Tr, XLP, DAL. GE.
Reduced shares in these 10 stocks: MU, AAPL, VEA, GOOG, NVDA, BRK.B, MSFT, LRCX, SPY, PH.
Laraway Financial Advisors was a net buyer of stock by $10M.
Laraway Financial Advisors has $165M in assets under management (AUM), dropping by 15.80%.
Central Index Key (CIK): 0001908275

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Portfolio Holdings for Laraway Financial Advisors

Laraway Financial Advisors holds 140 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	7.7	$13M		44k	289.36	View chart
Vanguard Index Fds Value Etf (VTV)	4.6	$7.6M		35k	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	4.5	$7.5M	+495%	87k	86.14	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	3.6	$5.9M		7.9k	746.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$5.5M	-3%	77k	71.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.1	$5.1M		14k	357.37	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.6	$4.4M		71k	61.23	View chart
NVIDIA Corporation (NVDA)	2.5	$4.1M	-3%	20k	200.09	View chart
Select Sector Spdr Tr Technology (XLK)	2.4	$4.0M		21k	190.52	View chart
Berkshire Hathaway Inc Del CL B New (BRK.B)	2.3	$3.8M	-3%	7.6k	500.39	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.2	$3.6M		22k	158.66	View chart
Lam Research (LRCX)	2.1	$3.4M	-2%	7.9k	433.33	View chart
Microsoft Corporation (MSFT)	2.0	$3.3M	-2%	8.8k	373.02	View chart
Select Sector Spdr Tr Financial (XLF)	1.9	$3.1M		58k	53.61	View chart
Eli Lilly & Co. (LLY)	1.7	$2.8M		2.4k	1199.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.7	$2.7M		13k	212.78	View chart
Sandisk Corp (SNDK)	1.5	$2.5M		1.1k	2273.73	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$2.4M	-6%	6.7k	353.30	View chart
Amazon (AMZN)	1.3	$2.2M		9.2k	238.34	View chart
Western Digital (WDC)	1.3	$2.1M		3.4k	638.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$2.1M	+294%	26k	80.57	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.2	$1.9M		64k	30.01	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.1	$1.9M		41k	45.34	View chart
Wal-Mart Stores (WMT)	1.1	$1.8M		16k	113.26	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.7M		47k	36.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.9	$1.6M	+10%	31k	50.57	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.9	$1.5M		14k	109.11	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.9	$1.5M		60k	25.52	View chart
Costco Wholesale Corporation (COST)	0.9	$1.5M		1.6k	935.47	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.9	$1.5M		36k	40.67	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.8	$1.3M		18k	74.90	View chart
Meta Platforms Cl A (META)	0.8	$1.3M		2.3k	563.40	View chart
Parker-Hannifin Corporation (PH)	0.8	$1.3M	-5%	1.3k	978.12	View chart
Netflix (NFLX)	0.8	$1.2M		17k	71.40	View chart
Intel Corporation (INTC)	0.8	$1.2M	-4%	8.9k	139.62	View chart
Johnson & Johnson (JNJ)	0.7	$1.2M		4.8k	253.94	View chart
Micron Technology (MU)	0.7	$1.2M	-22%	1.0k	1154.29	View chart
Valero Energy Corporation (VLO)	0.7	$1.2M	-2%	4.5k	260.45	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.7	$1.2M	+3%	35k	33.73	View chart
UnitedHealth (UNH)	0.7	$1.1M	-2%	2.8k	415.68	View chart
TJX Companies (TJX)	0.7	$1.1M		7.3k	151.50	View chart
Thermo Fisher Scientific (TMO)	0.7	$1.1M		2.2k	501.36	View chart
JPMorgan Chase & Co. (JPM)	0.6	$997k		3.0k	327.33	View chart
Oracle Corporation (ORCL)	0.6	$991k		6.8k	146.55	View chart
Caterpillar (CAT)	0.6	$972k		913.00	1064.96	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.6	$954k	+5%	22k	43.61	View chart
AmerisourceBergen (COR)	0.5	$821k	-3%	2.9k	283.02	View chart
Nextera Energy (NEE)	0.5	$796k	NEW	9.1k	87.77	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.5	$795k		7.4k	107.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$793k	+3%	14k	56.48	View chart
Capital One Financial (COF)	0.5	$751k		3.7k	200.62	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$749k		1.00	748850.00	View chart
Visa Com Cl A (V)	0.4	$741k		2.2k	343.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$722k	+6%	9.8k	73.41	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$695k	+6%	7.7k	90.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$691k		12k	58.98	View chart
Lowe's Companies (LOW)	0.4	$677k		3.1k	220.48	View chart
Raytheon Technologies Corp (RTX)	0.4	$667k		3.5k	189.73	View chart
Wp Carey (WPC)	0.4	$662k		9.3k	71.50	View chart
Coca-Cola Company (KO)	0.4	$648k		8.0k	81.27	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.4	$641k		9.5k	67.56	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.4	$632k	+8%	22k	29.04	View chart
Xcel Energy (XEL)	0.4	$631k		7.9k	80.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$631k	+79%	20k	31.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$622k	+3%	3.9k	158.05	View chart
Cisco Systems (CSCO)	0.4	$622k		5.3k	117.46	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$590k		22k	26.50	View chart
FedEx Corporation (FDX)	0.4	$582k		1.9k	313.13	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$582k		25k	23.13	View chart
Illinois Tool Works (ITW)	0.4	$582k	-4%	2.2k	270.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$579k		16k	36.26	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.3	$572k	+10%	11k	50.34	View chart
Home Depot (HD)	0.3	$537k		1.5k	352.79	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$522k		12k	43.14	View chart
Bank of New York Mellon Corporation (BNY)	0.3	$510k		3.5k	144.61	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$510k		6.3k	81.07	View chart
Ge Aerospace Com New (GE)	0.3	$493k	NEW	1.3k	373.66	View chart
Procter & Gamble Company (PG)	0.3	$488k		3.3k	146.64	View chart
Quanta Services (PWR)	0.3	$488k	NEW	678.00	720.17	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$487k		8.4k	57.67	View chart
Dick's Sporting Goods (DKS)	0.3	$487k		2.1k	226.81	View chart
Pepsi (PEP)	0.3	$481k	-8%	3.6k	135.41	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$479k	+2%	9.0k	53.11	View chart
Philip Morris International (PM)	0.3	$475k		2.6k	180.91	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$470k	+20%	9.6k	48.92	View chart
Spdr Ser Tr Portfolio S&p500 (SPYM)	0.3	$463k		5.3k	87.89	View chart
Ab Active Etfs Disruptors Etf (FWD)	0.3	$454k	+13%	3.1k	148.13	View chart
Chevron Corporation (CVX)	0.3	$449k		2.7k	165.76	View chart
Erie Indemnity Cl A (ERIE)	0.3	$446k	-5%	1.9k	239.75	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.3	$445k	-5%	3.7k	119.13	View chart
Universal Hlth Svcs CL B (UHS)	0.3	$424k	-6%	2.9k	148.69	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.3	$420k		14k	30.85	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$407k		592.00	686.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$400k		837.00	477.57	View chart
Us Bancorp Del Com New (USB)	0.2	$400k		6.6k	60.40	View chart
AFLAC Incorporated (AFL)	0.2	$399k		3.4k	117.25	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$394k		17k	23.68	View chart
Ge Vernova (GEV)	0.2	$390k	NEW	332.00	1174.86	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$389k		7.8k	49.78	View chart
Novartis Sponsored Adr (NVS)	0.2	$387k		2.5k	156.72	View chart
Novo-nordisk A S Adr (NVO)	0.2	$379k	+3%	7.9k	47.94	View chart
Abbvie (ABBV)	0.2	$375k		1.5k	251.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$374k		4.5k	82.66	View chart
Cardinal Health (CAH)	0.2	$359k		1.5k	237.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$355k	NEW	1.2k	302.99	View chart
Constellation Brand Cl A (STZ)	0.2	$351k		2.5k	139.09	View chart
Merck & Co (MRK)	0.2	$351k		2.7k	128.49	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$349k		2.9k	118.98	View chart
Verizon Communications (VZ)	0.2	$345k		8.2k	42.34	View chart
Cdw (CDW)	0.2	$333k	-3%	2.4k	140.64	View chart
Ab Active Etfs Us High Dividend (HIDV)	0.2	$321k		3.6k	88.58	View chart
Alps Etf Tr Rivrfrnt Str Inc (RIGS)	0.2	$320k		14k	22.79	View chart
Wells Fargo & Company (WFC)	0.2	$313k		3.8k	82.63	View chart
3M Company (MMM)	0.2	$307k		1.9k	161.88	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$306k		6.3k	48.66	View chart
Walt Disney Company (DIS)	0.2	$286k		3.0k	96.26	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$280k	-2%	4.8k	58.20	View chart
Comcast Corp Cl A (CMCSA)	0.2	$277k		11k	24.55	View chart
Emerson Electric (EMR)	0.2	$257k	-2%	1.8k	143.15	View chart
CVS Caremark Corporation (CVS)	0.2	$254k	-3%	2.5k	103.45	View chart
Tesla Motors (TSLA)	0.2	$251k		596.00	420.60	View chart
Boeing Company (BA)	0.1	$246k		1.1k	216.47	View chart
Goldman Sachs (GS)	0.1	$243k		240.00	1011.37	View chart
Automatic Data Processing (ADP)	0.1	$236k	+10%	1.1k	223.95	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)	0.1	$225k	-8%	1.4k	164.25	View chart
Wisdomtree Tr Emer Mkt High Fd	0.1	$224k	NEW	4.2k	53.78	View chart
Exxon Mobil Corporation (XOM)	0.1	$220k	-10%	1.6k	136.72	View chart
Ball Corporation (BALL)	0.1	$220k		3.5k	62.40	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$218k	NEW	2.3k	93.66	View chart
Applied Materials (AMAT)	0.1	$213k	NEW	294.00	723.00	View chart
Ab Active Etfs Us Large Cap Str (LRGC)	0.1	$211k	NEW	2.5k	83.59	View chart
Ab Active Etfs Us Low Volatil (LOWV)	0.1	$206k	NEW	2.6k	79.60	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$203k	NEW	2.4k	83.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$196k		2.6k	75.51	View chart
Nike (NKE)	0.1	$190k	-5%	4.6k	41.05	View chart
Toyota Motor Corp Ads (TM)	0.1	$185k		1.1k	168.42	View chart
Pfizer (PFE)	0.1	$172k		7.2k	24.08	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$164k		4.1k	39.47	View chart
Medtronic SHS (MDT)	0.1	$144k	-19%	1.8k	78.23	View chart
Ingredion Incorporated (INGR)	0.1	$140k		1.5k	94.71	View chart

Past Filings by Laraway Financial Advisors

SEC 13F filings are viewable for Laraway Financial Advisors going back to 2021

Laraway Financial Advisors 2026 Q2 filed Aug. 3, 2026
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

View all past filings

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