Laraway Financial Advisors Inc — 13F Holdings & Portfolio
CIK 1908275 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$142.3M
Long-equity book
Holdings
129
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+2 / −4 / ↑30 / ↓63
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VALERO ENERGY CORP$334.0K +41.1%
- CHEVRON CORP NEW$272.3K +94.4%
- SELECT SECTOR SPDR TR$208.4K +63.4%
- WESTERN DIGITAL CORP$191.0K +26.6%
- LAM RESEARCH CORP$172.9K +11.1%
Top Trims
- APPLE INC-$1.4M -10.8%
- MICROSOFT CORP-$1.3M -28.1%
- NVIDIA CORP-$1.1M -22.3%
- ALPHABET INC.-$763.2K -15.5%
- VANGUARD INDEX FDS-$745.2K -10.5%
Exited Positions
- NEXTERA ENERGY INC$814.3K
- ADVANCED MICRO DEVICES INC$237.3K
- PAYPAL HLDGS INC$229.3K
- FAIR ISAAC CORP$169.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $11.4M | 7.98% | 44,726 | SH |
| 2 | VANGUARD INDEX FDS | VTV | 922908744 | $6.8M | 4.77% | 34,605 | SH |
| 3 | VANGUARD INDEX FDS | VUG | 922908736 | $6.4M | 4.48% | 14,599 | SH |
| 4 | SPDR S&P 500 ETF | SPY | 78462F103 | $5.2M | 3.65% | 7,985 | SH |
| 5 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.1M | 3.58% | 79,398 | SH |
| 6 | ALPHABET INC. | GOOGL | 02079K305 | $4.2M | 2.92% | 14,449 | SH |
| 7 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $3.9M | 2.73% | 71,143 | SH |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.8M | 2.64% | 7,835 | SH |
| 9 | NVIDIA CORP | NVDA | 67066G104 | $3.7M | 2.57% | 20,972 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $3.3M | 2.34% | 8,996 | SH |
| 11 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $3.3M | 2.31% | 22,434 | SH |
| 12 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $2.9M | 2.02% | 58,281 | SH |
| 13 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.8M | 1.96% | 20,979 | SH |
| 14 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $2.5M | 1.74% | 12,898 | SH |
| 15 | LILLY ELI & CO | LLY | 532457108 | $2.2M | 1.54% | 2,381 | SH |
| 16 | ALPHABET INC. | GOOG | 02079K107 | $2.1M | 1.45% | 7,177 | SH |
| 17 | WALMART INC | WMT | 931142103 | $2.0M | 1.38% | 15,776 | SH |
| 18 | SPDR SER TR | SPSB | 78464A474 | $1.9M | 1.36% | 64,477 | SH |
| 19 | AMAZON.COM INC | AMZN | 023135106 | $1.9M | 1.34% | 9,158 | SH |
| 20 | VANGUARD INDEX FDS | VO | 922908629 | $1.9M | 1.33% | 6,590 | SH |
| 21 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $1.9M | 1.32% | 40,872 | SH |
| 22 | LAM RESEARCH CORP | LRCX | 512807306 | $1.7M | 1.22% | 8,100 | SH |
| 23 | NETFLIX INC | NFLX | 64110L106 | $1.7M | 1.18% | 17,500 | SH |
| 24 | COSTCO WHOLESALE CO | COST | 22160K105 | $1.6M | 1.13% | 1,619 | SH |
| 25 | SPDR SER TR | SPAB | 78464A649 | $1.6M | 1.09% | 60,718 | SH |
| 26 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $1.4M | 0.99% | 27,861 | SH |
| 27 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $1.4M | 0.97% | 47,672 | SH |
| 28 | SPDR SER TR | SLYV | 78464A300 | $1.4M | 0.96% | 14,420 | SH |
| 29 | SPDR INDEX SHS FDS | XCNY | 78463X848 | $1.3M | 0.95% | 36,847 | SH |
| 30 | INVESCO EXCH TRADED FD TR II | SPLV | 46138E354 | $1.3M | 0.93% | 18,095 | SH |
| 31 | META PLATFORMS INC | META | 30303M102 | $1.3M | 0.93% | 2,300 | SH |
| 32 | PARKER-HANNIFIN CORP | PH | 701094104 | $1.2M | 0.85% | 1,348 | SH |
| 33 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.2M | 0.82% | 4,756 | SH |
| 34 | TJX COS INC NEW | TJX | 872540109 | $1.2M | 0.82% | 7,275 | SH |
| 35 | VALERO ENERGY CORP | VLO | 91913Y100 | $1.1M | 0.81% | 4,638 | SH |
| 36 | HARTFORD FDS EXCHANGE TRADED | HTRB | 41653L305 | $1.1M | 0.80% | 33,834 | SH |
| 37 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $1.1M | 0.76% | 2,188 | SH |
| 38 | ORACLE CORP | ORCL | 68389X105 | $1.0M | 0.70% | 6,810 | SH |
| 39 | CENCORA INC | COR | 03073E105 | $942.5K | 0.66% | 3,000 | SH |
| 40 | WESTERN DIGITAL CORP | WDC | 958102105 | $910.2K | 0.64% | 3,365 | SH |
| 41 | FIRST TR EXCHNG TRADED FD VI | FIXD | 33740F805 | $906.8K | 0.64% | 20,803 | SH |
| 42 | JPMORGAN CHASE & CO | JPM | 46625H100 | $896.0K | 0.63% | 3,046 | SH |
| 43 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $767.4K | 0.54% | 2,836 | SH |
| 44 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $766.9K | 0.54% | 13,531 | SH |
| 45 | LOWES COMPANIES INC | LOW | 548661107 | $725.7K | 0.51% | 3,071 | SH |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.50% | 1 | SH |
| 47 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $707.0K | 0.50% | 11,872 | SH |
| 48 | SANDISK CORP | SNDK | 80004C200 | $702.1K | 0.49% | 1,105 | SH |
| 49 | CAPITAL ONE FINL CORP | COF | 14040H105 | $683.7K | 0.48% | 3,748 | SH |
| 50 | VANGUARD BD INDEX FDS | BND | 921937835 | $682.7K | 0.48% | 9,271 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $142.3M | 129 | 0001908275-26-000002 |
| 2025-12-31 | 2026-02-13 | $153.5M | 131 | 0001908275-26-000001 |
| 2025-09-30 | 2025-11-14 | $146.5M | 125 | 0001908275-25-000005 |