Laraway Financial Advisors Inc holds a diversified book of 140 reported positions worth $164.7M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened NextEra Energy Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 8% of the reported non-option book.
Laraway Financial Advisors Inc is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
52% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Laraway Financial Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Mirae Asset Global Investments Co., Ltd. | 63 / 80 | $278.9B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ramsey Quantitative Systems | 8 / 80 | $95.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $394.0M |
| Ardent Capital Management, Inc. | 17 / 80 | $201.1M |
| Emerald Advisors, LLC | 32 / 80 | $663.8M |
| Armstrong Henry H Associates Inc | 22 / 80 | $849.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Laraway Financial Advisors Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $12.7M | 44.0K | 7.7% | ▼−1.7% Reduced · −745 sh | |
| 2 | Vanguard Index FDS VALUE ETF | $7.6M | 34.7K | 4.6% | ▲+0.2% Added · +73 sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $7.5M | 87.0K | 4.5% | ▲+496% Added · +72K sh | |
| 4 | SPDR S&P 500 ETF TR UNIT | $5.9M | 7.9K | 3.6% | ▼−1.3% Reduced · −100 sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.5M | 76.6K | 3.3% | ▼−3.5% Reduced · −3K sh | |
| 6 | Alphabet Inc. CAP STK CL A | $5.1M | 14.4K | 3.1% | ▼−0.4% Reduced · −56 sh | |
| 7 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $4.4M | 71.1K | 2.6% | ▼−0.1% Reduced · −89 sh | |
| 8 | Nvidia Corp COM | $4.1M | 20.3K | 2.5% | ▼−3.3% Reduced · −700 sh | |
| 9 | Select Sector SPDR TR TECHNOLOGY | $4.0M | 21.1K | 2.4% | ▲+0.4% Added · +87 sh | |
| 10 | Berkshire Hathaway Inc Del CL B New | $3.8M | 7.6K | 2.3% | ▼−3.3% Reduced · −260 sh | |
| 11 | Select Sector SPDR TR SBI HEALTHCARE | $3.6M | 22.4K | 2.2% | ▼−0.3% Reduced · −57 sh | |
| 12 | Lam Research Corp COM | $3.4M | 7.9K | 2.1% | ▼−2.5% Reduced · −200 sh | |
| 13 | Microsoft Corp COM | $3.3M | 8.8K | 2.0% | ▼−2.6% Reduced · −238 sh | |
| 14 | Select Sector SPDR TR FINANCIAL | $3.1M | 58.1K | 1.9% | ▼−0.3% Reduced · −208 sh | |
| 15 | Lilly Eli & Co COM | $2.8M | 2.4K | 1.7% | ▼−0.9% Reduced · −22 sh | |
| 16 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.7M | 12.8K | 1.7% | ▼−0.8% Reduced · −101 sh | |
| 17 | Sandisk Corp COM | $2.5M | 1.1K | 1.5% | ▼−0.5% Reduced · −5 sh | |
| 18 | Alphabet Inc. CAP STK CL C | $2.4M | 6.7K | 1.4% | ▼−6.3% Reduced · −449 sh | |
| 19 | Amazon.com Inc COM | $2.2M | 9.2K | 1.3% | —Held | |
| 20 | Western Digital Corp COM | $2.1M | 3.4K | 1.3% | ▼−0.4% Reduced · −15 sh | |
| 21 | Vanguard Index FDS MID CAP ETF | $2.1M | 26.0K | 1.3% | ▲+295% Added · +19K sh | |
| 22 | SPDR Ser TR PORTFOLIO SHORT | $1.9M | 64.4K | 1.2% | ▼−0.1% Reduced · −61 sh | |
| 23 | Select Sector SPDR TR SBI INT-UTILS | $1.9M | 41.1K | 1.1% | ▲+0.6% Added · +239 sh | |
| 24 | Walmart Inc COM | $1.8M | 15.8K | 1.1% | ▲~0% Added · +5 sh | |
| 25 | Schwab Strategic TR US SML CAP ETF | $1.7M | 47.1K | 1.0% | ▼−1.2% Reduced · −558 sh | |
| 26 | J P Morgan Exchange Traded F ULTRA SHRT INC | $1.6M | 30.9K | 0.9% | ▲+11% Added · +3K sh | |
| 27 | SPDR Ser TR S&P 600 SMCP VAL | $1.5M | 14.2K | 0.9% | ▼−1.7% Reduced · −249 sh | |
| 28 | SPDR Ser TR PORTFOLIO AGRGTE | $1.5M | 60.4K | 0.9% | ▼−0.5% Reduced · −326 sh | |
| 29 | Costco Wholesale Co COM | $1.5M | 1.6K | 0.9% | ▼−1.5% Reduced · −25 sh | |
| 30 | SPDR Index SHS FDS MSCI ACWI EXUS | $1.5M | 36.3K | 0.9% | ▼−1.4% Reduced · −504 sh | |
| 31 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.3M | 18.0K | 0.8% | ▼−0.8% Reduced · −142 sh | |
| 32 | Meta Platforms Inc CL A | $1.3M | 2.3K | 0.8% | —Held | |
| 33 | Parker-Hannifin Corp COM | $1.3M | 1.3K | 0.8% | ▼−5.2% Reduced · −70 sh | |
| 34 | Netflix Inc COM | $1.2M | 17.4K | 0.8% | ▼−0.6% Reduced · −100 sh | |
| 35 | Intel Corp COM | $1.2M | 8.9K | 0.8% | ▼−4.3% Reduced · −400 sh | |
| 36 | Johnson & Johnson COM | $1.2M | 4.8K | 0.7% | ▲+0.3% Added · +14 sh | |
| 37 | Micron Technology Inc COM | $1.2M | 1.0K | 0.7% | ▼−22% Reduced · −300 sh | |
| 38 | Valero Energy Corp COM | $1.2M | 4.5K | 0.7% | ▼−2.1% Reduced · −100 sh | |
| 39 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $1.2M | 34.9K | 0.7% | ▲+3.3% Added · +1K sh | |
| 40 | Unitedhealth Group Inc COM | $1.1M | 2.8K | 0.7% | ▼−2.7% Reduced · −77 sh | |
| 41 | TJX Cos Inc New COM | $1.1M | 7.3K | 0.7% | —Held | |
| 42 | Thermo Fisher Scientific Inc COM | $1.1M | 2.2K | 0.7% | —Held | |
| 43 | JPMorgan Chase & Co COM | $997K | 3.0K | 0.6% | —Held | |
| 44 | Oracle Corp COM | $991K | 6.8K | 0.6% | ▼−0.7% Reduced · −50 sh | |
| 45 | Caterpillar Inc COM | $972K | 913 | 0.6% | —Held | |
| 46 | First TR Exchng Traded FD VI TCW OPPORTUNIS | $954K | 21.9K | 0.6% | ▲+5.2% Added · +1K sh | |
| 47 | Cencora Inc COM | $821K | 2.9K | 0.5% | ▼−3.3% Reduced · −100 sh | |
| 48 | NextEra Energy Inc COM | $796K | 9.1K | 0.5% | ▲New New position | |
| 49 | SPDR Ser TR BBG CONV SEC ETF | $795K | 7.4K | 0.5% | —Held | |
| 50 | J P Morgan Exchange Traded F EQUITY PREMIUM | $793K | 14.0K | 0.5% | ▲+3.8% Added · +512 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908275/holdings"
Use Arkolith to show Laraway Financial Advisors Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 34d | 140 | $164.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 129 | $142.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 131 | $153.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 125 | $146.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 124 | $131.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 122 | $125.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 118 | $129.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 46d | 116 | $125.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.