HolderBook

Laraway Financial Advisors Inc

Reported holdings as of Q2 2026, from 19 quarterly filings.

CIK
1908275
Reported value
$164.7M
Positions
140
Top 10 weight
36.7%
Filed
2026-08-03
Days after quarter end
34

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APPLE INCAAPL$12.7M43,9817.72%-0.25pp19q-1.7%-$215.6K
VANGUARD INDEX FDSVTV$7.6M34,6784.59%-0.19pp19qHELD
VANGUARD INDEX FDSVUG$7.5M87,0004.55%+0.07pp19q+495.9%+$6.2M
STATE STR SPDR S&P 500 ETF TSPY$5.9M7,8853.57%-0.08pp19q-1.3%-$74.7K
VANGUARD TAX-MANAGED FDSVEA$5.5M76,6223.31%-0.26pp19q-3.5%-$197.8K
ALPHABET INCGOOGL$5.1M14,3933.12%+0.20pp19qHELD
INVESCO EXCHANGE TRADED FD TXLG$4.4M71,0542.64%-0.09pp19qHELD
NVIDIA CORPORATIONNVDA$4.1M20,2722.46%-0.11pp19q-3.3%-$140.1K
SELECT SECTOR SPDR TRXLK$4.0M21,0662.44%+0.48pp19qHELD
BERKSHIRE HATHAWAY INC DELBRKB$3.8M7,5752.30%-0.34pp19q-3.3%-$130.1K
SELECT SECTOR SPDR TRXLV$3.6M22,3772.16%-0.16pp19qHELD
LAM RESEARCH CORPLRCX$3.4M7,9002.08%+0.86pp5q-2.5%-$86.7K
MICROSOFT CORPMSFT$3.3M8,7581.98%-0.36pp19q-2.6%-$88.8K
SELECT SECTOR SPDR TRXLF$3.1M58,0731.89%-0.13pp19qHELD
ELI LILLY & COLLY$2.8M2,3591.72%+0.18pp19q-0.9%-$26.4K
INVESCO EXCHANGE TRADED FD TRSP$2.7M12,7971.65%-0.09pp19q-0.8%-$21.5K
SANDISK CORPSNDK$2.5M1,1001.52%+1.02pp2qHELD
ALPHABET INCGOOG$2.4M6,7281.44%flat19q-6.3%-$158.6K
AMAZON COM INCAMZN$2.2M9,1581.32%-0.02pp19qHELD
WESTERN DIGITAL CORPWDC$2.1M3,3501.30%+0.66pp11qHELD
VANGUARD INDEX FDSVO$2.1M26,0211.27%-0.06pp19q+294.9%+$1.6M
SPDR SERIES TRUSTSPSB$1.9M64,4161.17%-0.19pp19qHELD
SELECT SECTOR SPDR TRXLU$1.9M41,1111.13%-0.19pp19q+0.6%+$10.8K
WALMART INCWMT$1.8M15,7811.08%-0.29pp19qHELD
SCHWAB STRATEGIC TRSCHA$1.7M47,1141.03%+0.06pp19q-1.2%-$20.2K
J P MORGAN EXCHANGE TRADED FJPST$1.6M30,8650.95%-0.04pp19q+10.8%+$151.9K
SPDR SERIES TRUSTSLYV$1.5M14,1710.94%-0.02pp18q-1.7%-$27.2K
SPDR SERIES TRUSTSPAB$1.5M60,3920.94%-0.16pp19q-0.5%-$8.3K
COSTCO WHOLESALE CORPORATIONCOST$1.5M1,5940.91%-0.23pp19q-1.5%-$23.4K
SPDR INDEX SHS FDSCWI$1.5M36,3430.90%-0.05pp19q-1.4%-$20.5K
INVESCO EXCH TRADED FD TR IISPLV$1.3M17,9530.82%-0.11pp19q-0.8%-$10.6K
META PLATFORMS INCMETA$1.3M2,3000.79%-0.14pp19qHELD
PARKER-HANNIFIN CORPPH$1.3M1,2780.76%-0.09pp19q-5.2%-$68.5K
NETFLIX INCNFLX$1.2M17,4000.75%-0.43pp19q-0.6%-$7.1K
INTEL CORPINTC$1.2M8,8710.75%+0.46pp19q-4.3%-$55.8K
JOHNSON & JOHNSONJNJ$1.2M4,7700.74%-0.08pp19qHELD
MICRON TECHNOLOGY INCMU$1.2M1,0350.73%+0.41pp3q-22.5%-$346.3K
VALERO ENERGY CORPVLO$1.2M4,5380.72%-0.09pp19q-2.2%-$26.0K
HARTFORD FDS EXCHANGE TRADEDHTRB$1.2M34,9340.72%-0.09pp19q+3.3%+$37.1K
UNITEDHEALTH GROUP INCUNH$1.1M2,7590.70%+0.16pp19q-2.7%-$32.0K
TJX COS INC NEWTJX$1.1M7,2750.67%-0.15pp19qHELD
THERMO FISHER SCIENTIFIC INCTMO$1.1M2,1880.67%-0.09pp19qHELD
JPMORGAN CHASE & COJPM$997.0K3,0460.61%-0.02pp19qHELD
ORACLE CORPORCL$990.7K6,7600.60%-0.10pp19q-0.7%-$7.3K
CATERPILLAR INCCAT$972.3K9130.59%+0.14pp7qHELD
FIRST TR EXCHNG TRADED FD VIFIXD$954.3K21,8820.58%-0.06pp19q+5.2%+$47.1K
CENCORA INCCOR$820.8K2,9000.50%-0.16pp19q-3.3%-$28.3K
NEXTERA ENERGY INCNEE$795.7K9,0650.48%-newNEW
SPDR SERIES TRUSTCWB$795.2K7,3750.48%+0.01pp19qHELD
J P MORGAN EXCHANGE TRADED FJEPI$793.1K14,0430.48%-0.06pp10q+3.8%+$28.9K
CAPITAL ONE FINL CORPCOF$751.3K3,7450.46%-0.02pp5qHELD
BERKSHIRE HATHAWAY INC DELBRKA$748.9K10.45%-0.05pp4qHELD
VISA INCV$741.1K2,1600.45%-0.01pp19qHELD
VANGUARD BD INDEX FDSBND$721.5K9,8280.44%-0.04pp16q+6.0%+$40.9K
SPDR SERIES TRUSTSPTM$694.6K7,6510.42%+0.02pp6q+6.3%+$41.1K
VANGUARD SCOTTSDALE FDSVGIT$690.7K11,7110.42%-0.08pp19q-1.4%-$9.5K
LOWES COS INCLOW$677.3K3,0720.41%-0.10pp19qHELD
RTX CORPORATIONRTX$666.7K3,5140.40%-0.07pp19qHELD
WP CAREY INCWPC$661.5K9,2510.40%-0.04pp6qHELD
COCA COLA COKO$648.2K7,9760.39%-0.03pp19qHELD
SPDR SERIES TRUSTSPMD$641.4K9,4930.39%-0.01pp19qHELD
SPDR SERIES TRUSTSPBO$632.3K21,7740.38%-0.03pp19q+8.3%+$48.5K
XCEL ENERGY INCXEL$630.7K7,8550.38%-0.06pp19qHELD
SCHWAB STRATEGIC TRSCHD$630.6K19,8870.38%+0.14pp8q+79.8%+$279.9K
VANGUARD WHITEHALL FDSVYM$622.4K3,9380.38%-0.02pp10q+3.1%+$18.6K
CISCO SYS INCCSCO$622.0K5,2960.38%+0.09pp19qHELD
SCHWAB STRATEGIC TRSCHP$589.5K22,2450.36%-0.06pp19qHELD
FEDEX CORPFDX$582.4K1,8600.35%-0.11pp19qHELD
SCHWAB STRATEGIC TRSCHZ$581.7K25,1490.35%-0.06pp19qHELD
ILLINOIS TOOL WKS INCITW$581.5K2,1500.35%-0.06pp19q-4.4%-$27.0K
SCHWAB STRATEGIC TRSCHE$579.0K15,9690.35%-0.02pp19qHELD
AB ACTIVE ETFS INCYEAR$571.8K11,3580.35%-0.02pp8q+10.3%+$53.6K
HOME DEPOT INCHD$536.9K1,5220.33%-0.03pp19qHELD
FIRST TR EXCHANGE-TRADED FDSDVY$522.2K12,1050.32%-0.02pp7q+0.8%+$4.4K
BANK OF NY MELLON CORPBNY$509.9K3,5260.31%+0.02pp19qHELD
FIRST TR EXCHANGE-TRADED FDRDVY$509.5K6,2850.31%flat19q-1.4%-$7.3K
GE AEROSPACEGE$492.5K1,3180.30%-newNEW
PROCTER & GAMBLE COPG$488.3K3,3300.30%-0.04pp19qHELD
QUANTA SVCS INCPWR$488.3K6780.30%-newNEW
SPDR SERIES TRUSTSPSM$487.3K8,4490.30%+0.01pp13qHELD
DICKS SPORTING GOODS INCDKS$486.7K2,1460.30%flat19qHELD
PEPSICO INCPEP$481.2K3,5540.29%-0.13pp19q-8.3%-$43.3K
SELECT SECTOR SPDR TRXLE$478.5K9,0090.29%-0.09pp18q+2.8%+$13.0K
PHILIP MORRIS INTL INCPM$474.9K2,6250.29%-0.02pp19qHELD
RBB FUND TRUSTFEGE$469.9K9,6050.29%+0.02pp3q+20.1%+$78.7K
SPDR SERIES TRUSTSPYM$462.9K5,2670.28%-0.01pp8q-1.2%-$5.5K
AB ACTIVE ETFS INCFWD$453.7K3,0630.28%+0.07pp3q+13.5%+$54.1K
CHEVRON CORPORATIONCVX$449.2K2,7100.27%-0.12pp14qHELD
ERIE INDTY COERIE$445.9K1,8600.27%-0.08pp19q-5.1%-$24.0K
SPDR SERIES TRUSTSLYG$445.0K3,7350.27%flat18q-5.1%-$23.8K
UNIVERSAL HLTH SVCS INCUHS$423.8K2,8500.26%-0.13pp19q-6.6%-$29.7K
SPDR SERIES TRUSTFLRN$419.9K13,6100.25%-0.04pp19qHELD
VANGUARD INDEX FDSVOO$406.6K5920.25%flat10qHELD
TAIWAN SEMICONDUCTOR MANUFACTSM$399.7K8370.24%+0.04pp5qHELD
US BANCORPUSB$399.6K6,6170.24%flat19qHELD
AFLAC INCAFL$398.6K3,4000.24%-0.02pp14qHELD
SCHWAB STRATEGIC TRSCHH$394.1K16,6410.24%-0.01pp19q-1.0%-$4.0K
GE VERNOVA INCGEV$390.1K3320.24%-newNEW
FIRST TR EXCHANGE-TRADED FDLMBS$388.8K7,8100.24%-0.04pp19q-0.6%-$2.3K
NOVARTIS AGNVS$386.6K2,4670.23%-0.03pp19qHELD
NOVO-NORDISK A SNVO$379.0K7,9060.23%+0.03pp14q+3.9%+$14.4K
ABBVIE INCABBV$375.2K1,4910.23%flat19q+1.6%+$5.8K
VANGUARD SCOTTSDALE FDSVCIT$373.8K4,5220.23%-0.03pp9q+1.2%+$4.5K
CARDINAL HEALTH INCCAH$359.2K1,5120.22%-0.01pp10qHELD
INVESCO EXCH TRADED FD TR IIQQQM$354.5K1,1700.22%-newNEW
CONSTELLATION BRANDS INCSTZ$351.1K2,5240.21%-0.05pp19qHELD
MERCK & CO INCMRK$350.6K2,7290.21%-0.02pp19qHELD
SPDR SERIES TRUSTSPYG$348.5K2,9290.21%+0.01pp8qHELD
VERIZON COMMUNICATIONS INCVZ$345.2K8,1540.21%-0.08pp19qHELD
CDW CORPCDW$333.3K2,3700.20%-0.01pp19q-3.1%-$10.5K
AB ACTIVE ETFS INCHIDV$320.7K3,6200.19%flat6qHELD
ALPS ETF TRRIGS$319.6K14,0230.19%-0.03pp19qHELD
WELLS FARGO & COWFC$313.1K3,7890.19%-0.02pp11qHELD
3M COMMM$306.9K1,8960.19%-0.01pp19qHELD
FIRST TR EXCHANGE-TRADED FDFDL$306.4K6,2970.19%-0.04pp6q-1.8%-$5.7K
DISNEY WALT CODIS$286.1K2,9720.17%-0.03pp19q-1.7%-$4.8K
VANGUARD SCOTTSDALE FDSVGSH$280.0K4,8120.17%-0.03pp19q-2.0%-$5.8K
COMCAST CORP NEWCMCSA$277.0K11,2850.17%-0.06pp19q-1.7%-$4.9K
EMERSON ELEC COEMR$257.2K1,7970.16%-0.01pp19q-2.5%-$6.7K
CVS HEALTH CORPCVS$254.1K2,4560.15%+0.03pp19q-3.9%-$10.3K
TESLA INCTSLA$250.7K5960.15%flat4qHELD
BOEING COBA$246.3K1,1380.15%-0.01pp19qHELD
GOLDMAN SACHS GROUP INCGS$242.7K2400.15%flat5qHELD
AUTOMATIC DATA PROCESSING INADP$236.3K1,0550.14%+0.01pp19q+10.5%+$22.4K
ISHARES TRITOT$225.4K1,3720.14%-0.01pp2q-8.3%-$20.4K
37717W315$223.6K4,1580.14%-newNEW
EXXON MOBIL CORPXOMXXXX$220.3K1,6110.13%-0.08pp3q-10.8%-$26.8K
BALL CORPBALL$220.0K3,5260.13%-0.02pp15q-1.4%-$3.1K
DELTA AIR LINES INCDAL$217.7K2,3240.13%-newNEW
APPLIED MATLS INCAMAT$212.6K2940.13%-newNEW
AB ACTIVE ETFS INCLRGC$211.4K2,5290.13%-newNEW
AB ACTIVE ETFS INCLOWV$206.0K2,5880.13%-newNEW
SELECT SECTOR SPDR TRXLP$203.1K2,4450.12%-newNEW
ISHARES GOLD TRIAU$196.3K2,6000.12%-0.04pp3qHELD
NIKE INCNKE$189.7K4,6200.12%-0.07pp19q-6.0%-$12.1K
TOYOTA MOTOR CORPTM$185.3K1,1000.11%-0.05pp13qHELD
PFIZER INCPFE$172.4K7,1590.10%-0.04pp19qHELD
SSGA ACTIVE ETF TRTOTL$163.6K4,1440.10%-0.02pp19qHELD
MEDTRONIC PLCMDT$144.0K1,8410.09%-0.05pp4q-19.7%-$35.4K
INGREDION INCINGR$140.2K1,4800.09%-0.03pp8qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Computer Hardware 10.9%Software & IT Services 8.1%Retail & Consumer 5.2%Semiconductors & Electronics 5.0%Insurance 4.0%Industrials 3.9%Funds & ETFs 3.6%Biotech & Pharma 3.5%Banks & Lending 1.8%Other sectors 9.6%Not classified 44.4%
 
SectorValueShare
Computer Hardware$18.0M10.9%
Software & IT Services$13.3M8.1%
Retail & Consumer$8.6M5.2%
Semiconductors & Electronics$8.2M5.0%
Insurance$6.5M4.0%
Industrials$6.4M3.9%
Funds & ETFs$5.9M3.6%
Biotech & Pharma$5.7M3.5%
Banks & Lending$3.0M1.8%
Other sectors$15.9M9.6%
Not classified$73.2M44.4%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$164.7M140112146036.7%34
Q1 2026$142.3M12921979437.7%44
Q4 2025$153.5M13163046038.9%44
Q3 2025$146.5M12534410238.7%45
Q2 2025$131.8M12441346237.2%23
Q1 2025$125.9M12242440037.0%44
Q4 2024$129.8M11832525136.7%45
Q3 2024$125.4M11652236036.6%46
Q2 2024$117.1M11111521137.4%44
Q1 2024$113.4M11151850335.3%44
Q4 2023$105.3M10931837036.5%38
Q3 2023$96.0M1061841036.3%47
Q2 2023$101.1M1052377236.7%28
Q1 2023$98.7M1053875035.2%70
Q4 2022$95.7M10221239334.2%53
Q3 2022$89.5M10321719434.6%46
Q2 2022$94.0M10511474334.0%43
Q1 2022$109.8M10762528132.6%47
Q4 2021$112.0M102000031.8%42

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.