Skip to content

Laraway Financial Advisors reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 3 August 2026, signed by Kimberly M Foster, CCO. Retrieved 14 October 2026. Page updated 21 October 2026.

Laraway Financial Advisors’ reported 13F holdings total $165M across 140 positions as of 30 June 2026. The ten largest make up 36.7% of it, and its value rose 15.8% from the prior quarter.

$165M
Reported 13F value
140
Positions
36.7%
In the 10 largest
+15.8%
Value vs. prior quarter

Largest positions

Apple Inc.COM$12.7M
Class
COM
Share
7.7%
Vanguard Index FdsVALUE ETF$7.56M
Class
VALUE ETF
Share
4.6%
Vanguard Index FdsGROWTH ETF$7.49M
Class
GROWTH ETF
Share
4.5%
SPDR S&P 500 ETFTR UNIT$5.89M
Class
TR UNIT
Share
3.6%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$5.46M
Class
VAN FTSE DEV MKT
Share
3.3%
Alphabet Inc..CAP STK CL A$5.14M
Class
CAP STK CL A
Share
3.1%
Invesco Exchange Traded FD TS&P 500 TOP 50$4.35M
Class
S&P 500 TOP 50
Share
2.6%
Nvidia Corp.COM$4.06M
Class
COM
Share
2.5%
Select Sector SPDR TRTECHNOLOGY$4.01M
Class
TECHNOLOGY
Share
2.4%
Berkshire Hathaway Inc. DelCL B New$3.79M
Class
CL B New
Share
2.3%
Select Sector SPDR TRSBI HEALTHCARE$3.55M
Class
SBI HEALTHCARE
Share
2.2%
Lam Research Corp.COM$3.42M
Class
COM
Share
2.1%
Microsoft Corp.COM$3.27M
Class
COM
Share
2.0%
Select Sector SPDR TRFINANCIAL$3.11M
Class
FINANCIAL
Share
1.9%
Lilly Eli & COCOM$2.83M
Class
COM
Share
1.7%
Invesco Exchange Traded FD TS&P500 EQL WGT$2.72M
Class
S&P500 EQL WGT
Share
1.7%
Sandisk Corp.COM$2.5M
Class
COM
Share
1.5%
Alphabet Inc..CAP STK CL C$2.38M
Class
CAP STK CL C
Share
1.4%
Amazon.com Inc.COM$2.18M
Class
COM
Share
1.3%
Western Digital Corp.COM$2.14M
Class
COM
Share
1.3%
Vanguard Index FdsMID CAP ETF$2.1M
Class
MID CAP ETF
Share
1.3%
SPDR Ser TRPORTFOLIO SHORT$1.93M
Class
PORTFOLIO SHORT
Share
1.2%
Select Sector SPDR TRSBI INT-UTILS$1.86M
Class
SBI INT-UTILS
Share
1.1%
Walmart Inc.COM$1.79M
Class
COM
Share
1.1%
Schwab Strategic TRUS SML CAP ETF$1.7M
Class
US SML CAP ETF
Share
1.0%
J P Morgan Exchange Traded FULTRA SHRT INC$1.56M
Class
ULTRA SHRT INC
Share
0.9%
SPDR Ser TRS&P 600 SMCP VAL$1.55M
Class
S&P 600 SMCP VAL
Share
0.9%
SPDR Ser TRPORTFOLIO AGRGTE$1.54M
Class
PORTFOLIO AGRGTE
Share
0.9%
Costco Wholesale COCOM$1.49M
Class
COM
Share
0.9%
SPDR Index Shs FdsMSCI ACWI EXUS$1.48M
Class
MSCI ACWI EXUS
Share
0.9%
Invesco Exch Traded FD TR IIS&P500 LOW VOL$1.34M
Class
S&P500 LOW VOL
Share
0.8%
Meta Platforms Inc.CL A$1.3M
Class
CL A
Share
0.8%
Parker-hannifin Corp.COM$1.25M
Class
COM
Share
0.8%
Netflix Inc.COM$1.24M
Class
COM
Share
0.8%
Intel Corp.COM$1.24M
Class
COM
Share
0.8%
Johnson & JohnsonCOM$1.21M
Class
COM
Share
0.7%
Micron Technology Inc.COM$1.19M
Class
COM
Share
0.7%
Valero Energy Corp.COM$1.18M
Class
COM
Share
0.7%
Hartford Fds Exchange TradedTOTAL RTRN ETF$1.18M
Class
TOTAL RTRN ETF
Share
0.7%
Unitedhealth Group Inc.COM$1.15M
Class
COM
Share
0.7%
TJX Cos Inc. NewCOM$1.1M
Class
COM
Share
0.7%
Thermo Fisher Scientific Inc.COM$1.1M
Class
COM
Share
0.7%
JPMORGAN Chase & COCOM$997K
Class
COM
Share
0.6%
Oracle Corp.COM$991K
Class
COM
Share
0.6%
Caterpillar Inc.COM$972K
Class
COM
Share
0.6%
First TR Exchng Traded FD VITCW OPPORTUNIS$954K
Class
TCW OPPORTUNIS
Share
0.6%
Cencora Inc.COM$821K
Class
COM
Share
0.5%
Nextera Energy Inc.COM$796K
Class
COM
Share
0.5%
SPDR Ser TRBBG CONV SEC ETF$795K
Class
BBG CONV SEC ETF
Share
0.5%
J P Morgan Exchange Traded FEQUITY PREMIUM$793K
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.

Back to the Laraway Financial Advisors profile

Sources

  1. Form 13F-HR, accession 0001908275-26-000003, filed 3 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001908275-26-000002, filed 14 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Laraway Financial Advisors, Inc., and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.