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Q2 2026 13F · SEC CIK 1908275

Laraway Financial Advisors Inc

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$164.7M
Reported positions
140
Top holdings a year, 3 yrs
+17.8%
Assets under management
$351.5M

Laraway Financial Advisors Inc is a wealth manager that reported 140 positions worth $164.7M in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Apple Inc (AAPL, 7.7%), Vanguard Index Fds (VTV, 4.6%), Vanguard Index Fds (VUG, 4.5%). A portfolio copying its top holdings returned 17.8% a year over the last 3 years, against 20.4% for the S&P 500.

Laraway Financial Advisors Inc holdings largest 50 of 140 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Laraway Financial Advisors Inc 13F holdings
Stock% of 13F valueShare changeReported value
AAPLApple Inc7.7%-1.7%$12.7M
VTVVanguard Index Fds4.6%+0.2%$7.6M
VUGVanguard Index Fds4.5%+495.9%$7.5M
SPYState Str Spdr S&p 500 ETF T3.6%-1.3%$5.9M
VEAVanguard Ftse Developed Markets Index Fu3.3%-3.5%$5.5M
GOOGLAlphabet Inc3.1%-0.4%$5.1M
XLGInvesco Exchange Traded Fd T2.6%-0.1%$4.4M
NVDANvidia Corporation2.5%-3.3%$4.1M
XLKSelect Sector Spdr Tr2.4%+0.4%$4.0M
BRK-BBerkshire Hathaway Inc Del2.3%-3.3%$3.8M
XLVSelect Sector Spdr Tr2.2%-0.3%$3.6M
LRCXLam Research Corp2.1%-2.5%$3.4M
MSFTMicrosoft Corp2.0%-2.6%$3.3M
XLFSelect Sector Spdr Tr1.9%-0.4%$3.1M
LLYEli Lilly & Co1.7%-0.9%$2.8M
RSPInvesco Exchange Traded Fd T1.7%-0.8%$2.7M
SNDKSandisk Corp1.5%-0.5%$2.5M
GOOGAlphabet Inc1.4%-6.3%$2.4M
AMZNAmazon Com Inc1.3%+0.0%$2.2M
WDCWestern Digital Corp Com1.3%-0.4%$2.1M
VOVanguard Index Fds1.3%+294.9%$2.1M
SPSBSpdr Series Trust1.2%-0.1%$1.9M
XLUSelect Sector Spdr Tr1.1%+0.6%$1.9M
WMTWalmart Inc1.1%+0.0%$1.8M
SCHASchwab Strategic Tr1.0%-1.2%$1.7M
JPSTJ P Morgan Exchange Traded F0.9%+10.8%$1.6M
SLYVSpdr Series Trust0.9%-1.7%$1.5M
SPABSpdr Series Trust0.9%-0.5%$1.5M
COSTCostco Wholesale Corporation0.9%-1.5%$1.5M
CWISpdr Index Shs Fds0.9%-1.4%$1.5M
SPLVInvesco Exch Traded Fd Tr II0.8%-0.8%$1.3M
METAMeta Platforms Inc0.8%+0.0%$1.3M
PHParker-Hannifin Corp0.8%-5.2%$1.3M
NFLXNetflix Inc.0.8%-0.6%$1.2M
INTCIntel Corp0.8%—$1.2M
JNJJohnson & Johnson0.7%+0.3%$1.2M
MUMicron Technology Inc0.7%—$1.2M
VLOValero Energy Corp0.7%-2.2%$1.2M
HTRBHartford Fds Exchange Traded0.7%+3.3%$1.2M
UNHUnitedhealth Group Inc0.7%-2.7%$1.1M
TJXTjx Cos Inc New0.7%+0.0%$1.1M
TMOThermo Fisher Scientific Inc0.7%+0.0%$1.1M
JPMJpmorgan Chase & Co0.6%+0.0%$997K
ORCLOracle Corp0.6%-0.7%$991K
CATCaterpillar Inc0.6%—$972K
FIXDFirst Tr Exchng Traded Fd Vi0.6%+5.2%$954K
CORCencora Inc0.5%-3.3%$821K
NEENextera Energy Inc0.5%—$796K
CWBSpdr Series Trust0.5%—$795K
JEPIJ P Morgan Exchange Traded F0.5%+3.8%$793K

What Laraway Financial Advisors Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Reduced

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+18.7% /yr
S&P 500 +20.1%
3 years
+17.8% /yr
S&P 500 +20.4%
5 years
+11.5% /yr
S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$164.7M140
Q1 2026$142.3M129
Q4 2025$153.5M131
Q3 2025$146.5M125
Q2 2025$131.8M124
Q1 2025$125.9M122
Q4 2024$129.8M118
Q3 2024$125.4M116
Q2 2024$117.1M111
Q1 2024$113.4M111
Q4 2023$105.3M109
Q3 2023$96.0M106

Questions about Laraway Financial Advisors Inc's portfolio

What stocks does Laraway Financial Advisors Inc own?

Laraway Financial Advisors Inc's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 140 positions worth $164.7M. The largest are Apple Inc (AAPL) at 7.7%, Vanguard Index Fds (VTV) at 4.6%, Vanguard Index Fds (VUG) at 4.5%, State Str Spdr S&p 500 ETF T (SPY) at 3.6% and Vanguard Ftse Developed Markets Index Fu (VEA) at 3.3%.

What did Laraway Financial Advisors Inc buy last quarter?

In Q2 2026, Laraway Financial Advisors Inc added Vanguard Index Fds (VUG) (+495.9% shares), Vanguard Index Fds (VO) (+294.9% shares) and J P Morgan Exchange Traded F (JPST) (+10.8% shares), compared with its Q1 2026 filing.

What did Laraway Financial Advisors Inc sell last quarter?

In Q2 2026, Laraway Financial Advisors Inc cut from its top 50 Lowes Cos Inc (LOW), cut from its top 50 Berkshire Hathaway Inc Del (BRK-A), cut from its top 50 Vanguard Scottsdale Fds (VGIT), cut from its top 50 Capital One Finl Corp (COF), cut from its top 50 Vanguard Bd Index Fds (BND), Alphabet Inc (GOOG) (-6.3% shares) and Parker-Hannifin Corp (PH) (-5.2% shares), compared with its Q1 2026 filing.

How has Laraway Financial Advisors Inc's portfolio performed?

A portfolio copying Laraway Financial Advisors Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.7% against +20.1%. Over 5 years: +11.5% a year against +13.0%.

When is Laraway Financial Advisors Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Laraway Financial Advisors Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Laraway Financial Advisors Inc manage?

Laraway Financial Advisors Inc reported $351.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $164.7M.