Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $12.7M | 7.7% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $7.56M | 4.6% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $7.49M | 4.5% |
| SPDR S&P 500 ETFTR UNIT | TR UNIT | $5.89M | 3.6% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $5.46M | 3.3% |
| Alphabet Inc..CAP STK CL A | CAP STK CL A | $5.14M | 3.1% |
| Invesco Exchange Traded FD TS&P 500 TOP 50 | S&P 500 TOP 50 | $4.35M | 2.6% |
| Nvidia Corp.COM | COM | $4.06M | 2.5% |
| Select Sector SPDR TRTECHNOLOGY | TECHNOLOGY | $4.01M | 2.4% |
| Berkshire Hathaway Inc. DelCL B New | CL B New | $3.79M | 2.3% |
| Select Sector SPDR TRSBI HEALTHCARE | SBI HEALTHCARE | $3.55M | 2.2% |
| Lam Research Corp.COM | COM | $3.42M | 2.1% |
| Microsoft Corp.COM | COM | $3.27M | 2.0% |
| Select Sector SPDR TRFINANCIAL | FINANCIAL | $3.11M | 1.9% |
| Lilly Eli & COCOM | COM | $2.83M | 1.7% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $2.72M | 1.7% |
| Sandisk Corp.COM | COM | $2.5M | 1.5% |
| Alphabet Inc..CAP STK CL C | CAP STK CL C | $2.38M | 1.4% |
| Amazon.com Inc.COM | COM | $2.18M | 1.3% |
| Western Digital Corp.COM | COM | $2.14M | 1.3% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $2.1M | 1.3% |
| SPDR Ser TRPORTFOLIO SHORT | PORTFOLIO SHORT | $1.93M | 1.2% |
| Select Sector SPDR TRSBI INT-UTILS | SBI INT-UTILS | $1.86M | 1.1% |
| Walmart Inc.COM | COM | $1.79M | 1.1% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $1.7M | 1.0% |
| J P Morgan Exchange Traded FULTRA SHRT INC | ULTRA SHRT INC | $1.56M | 0.9% |
| SPDR Ser TRS&P 600 SMCP VAL | S&P 600 SMCP VAL | $1.55M | 0.9% |
| SPDR Ser TRPORTFOLIO AGRGTE | PORTFOLIO AGRGTE | $1.54M | 0.9% |
| Costco Wholesale COCOM | COM | $1.49M | 0.9% |
| SPDR Index Shs FdsMSCI ACWI EXUS | MSCI ACWI EXUS | $1.48M | 0.9% |
| Invesco Exch Traded FD TR IIS&P500 LOW VOL | S&P500 LOW VOL | $1.34M | 0.8% |
| Meta Platforms Inc.CL A | CL A | $1.3M | 0.8% |
| Parker-hannifin Corp.COM | COM | $1.25M | 0.8% |
| Netflix Inc.COM | COM | $1.24M | 0.8% |
| Intel Corp.COM | COM | $1.24M | 0.8% |
| Johnson & JohnsonCOM | COM | $1.21M | 0.7% |
| Micron Technology Inc.COM | COM | $1.19M | 0.7% |
| Valero Energy Corp.COM | COM | $1.18M | 0.7% |
| Hartford Fds Exchange TradedTOTAL RTRN ETF | TOTAL RTRN ETF | $1.18M | 0.7% |
| Unitedhealth Group Inc.COM | COM | $1.15M | 0.7% |
| TJX Cos Inc. NewCOM | COM | $1.1M | 0.7% |
| Thermo Fisher Scientific Inc.COM | COM | $1.1M | 0.7% |
| JPMORGAN Chase & COCOM | COM | $997K | 0.6% |
| Oracle Corp.COM | COM | $991K | 0.6% |
| Caterpillar Inc.COM | COM | $972K | 0.6% |
| First TR Exchng Traded FD VITCW OPPORTUNIS | TCW OPPORTUNIS | $954K | 0.6% |
| Cencora Inc.COM | COM | $821K | 0.5% |
| Nextera Energy Inc.COM | COM | $796K | 0.5% |
| SPDR Ser TRBBG CONV SEC ETF | BBG CONV SEC ETF | $795K | 0.5% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $793K | 0.5% |
- Class
- COM
- Share
- 7.7%
- Class
- VALUE ETF
- Share
- 4.6%
- Class
- GROWTH ETF
- Share
- 4.5%
- Class
- TR UNIT
- Share
- 3.6%
- Class
- VAN FTSE DEV MKT
- Share
- 3.3%
- Class
- CAP STK CL A
- Share
- 3.1%
- Class
- S&P 500 TOP 50
- Share
- 2.6%
- Class
- COM
- Share
- 2.5%
- Class
- TECHNOLOGY
- Share
- 2.4%
- Class
- CL B New
- Share
- 2.3%
- Class
- SBI HEALTHCARE
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- FINANCIAL
- Share
- 1.9%
- Class
- COM
- Share
- 1.7%
- Class
- S&P500 EQL WGT
- Share
- 1.7%
- Class
- COM
- Share
- 1.5%
- Class
- CAP STK CL C
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- MID CAP ETF
- Share
- 1.3%
- Class
- PORTFOLIO SHORT
- Share
- 1.2%
- Class
- SBI INT-UTILS
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- US SML CAP ETF
- Share
- 1.0%
- Class
- ULTRA SHRT INC
- Share
- 0.9%
- Class
- S&P 600 SMCP VAL
- Share
- 0.9%
- Class
- PORTFOLIO AGRGTE
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- MSCI ACWI EXUS
- Share
- 0.9%
- Class
- S&P500 LOW VOL
- Share
- 0.8%
- Class
- CL A
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- TOTAL RTRN ETF
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- TCW OPPORTUNIS
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- BBG CONV SEC ETF
- Share
- 0.5%
- Class
- EQUITY PREMIUM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 140 positions by value, with holdings of the same security combined. The 140 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1908275
- File number
- 028-21856
- Options
- 0 call, 0 put
- In the 25 largest
- 59.5%
- Prior quarter
- $142M at 31 March 2026
- Positions opened
- 11
- Positions closed
- 0
Common questions
What are Laraway Financial Advisors’ 13F holdings worth?
$165 million across 140 positions for the quarter ended 30 June 2026.
What is Laraway Financial Advisors’ largest 13F holding?
APPLE INC (COM) was the largest position at $12.7 million, or 7.7% of reported 13F value, as of 30 June 2026.
How concentrated is Laraway Financial Advisors’ 13F portfolio?
The ten largest positions accounted for 36.7% of reported value and the twenty-five largest for 59.5%, across 140 positions as of 30 June 2026.
Does Form 13F show everything Laraway Financial Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Laraway Financial Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.