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LFA

Laraway Financial Advisors Portfolio holdings

AUM $165M
1-Year Est. Return 37.88%
This Fund
S&P 500
This Quarter Est. Return
+9.28%
1 Year Est. Return
+37.88%
3 Year Est. Return
+92.27%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
+$14.6M
Cap. Flow
+$3.72M
Cap. Flow %
2.54%
Top 10 Hldgs %
38.69%
Holding
127
New
3
Increased
61
Reduced
23
Closed
2

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$309K
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$284K
5
MDT icon
Medtronic
MDT
+$229K

Top Sells

Rank Stock Value
1
DEO icon
Diageo
DEO
+$198K
2
NVDA icon
NVIDIA
NVDA
+$157K
3
GIS icon
General Mills
GIS
+$140K
4
AAPL icon
Apple
AAPL
+$34.3K
5
NFLX icon
Netflix
NFLX
+$30.5K

Sector Composition

Rank Sector Weight
1 Technology 18.91%
2 Communication Services 7.6%
3 Financials 7.08%
4 Healthcare 6.35%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPAB icon
26
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
$1.65M 1.12%
63,656
-143
-0.2% -$3.66K
SLYV icon
27
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.02B
$1.48M 1.01%
16,669
+101
+0.6% +$8.61K
SCHA icon
28
Schwab U.S Small- Cap ETF
SCHA
$23B
$1.42M 0.97%
50,959
+4,331
+9% +$116K
CWI icon
29
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.85B
$1.32M 0.9%
37,916
-75
-0.2% -$2.51K
SPLV icon
30
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$1.31M 0.89%
17,839
+157
+0.9% +$11.5K
JPST icon
31
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$1.24M 0.84%
24,349
+1,469
+6% +$74.4K
LRCX icon
32
Lam Research
LRCX
$384B
$1.23M 0.84%
9,200
+200
+2% +$21.2K
HTRB icon
33
Hartford Total Return Bond ETF
HTRB
$2.22B
$1.23M 0.84%
35,860
-140
-0.4% -$4.76K
TMO icon
34
Thermo Fisher Scientific
TMO
$216B
$1.12M 0.77%
2,318
– –
TJX icon
35
TJX Companies
TJX
$177B
$1.12M 0.77%
7,775
– –
PH icon
36
Parker-Hannifin
PH
$136B
$1.11M 0.76%
1,460
– –
UNH icon
37
UnitedHealth
UNH
$369B
$1.07M 0.73%
3,096
+163
+6% +$49.3K
JPM icon
38
JPMorgan Chase
JPM
$942B
$1.06M 0.73%
3,371
-2
-0.1% -$595
COR icon
39
Cencora
COR
$61.7B
$1.02M 0.69%
3,250
-50
-2% -$14.7K
FIXD icon
40
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
$924K 0.63%
20,802
+63
+0.3% +$2.77K
JNJ icon
41
Johnson & Johnson
JNJ
$619B
$920K 0.63%
4,963
+2
+0% +$343
VLO icon
42
Valero Energy
VLO
$84.4B
$883K 0.6%
5,188
– –
COF icon
43
Capital One
COF
$134B
$840K 0.57%
3,951
– –
V icon
44
Visa
V
$687B
$836K 0.57%
2,450
– –
LOW icon
45
Lowe's Companies
LOW
$124B
$834K 0.57%
3,320
+101
+3% +$24.8K
NEE icon
46
NextEra Energy
NEE
$175B
$780K 0.53%
10,330
+14
+0.1% +$1.02K
VGIT icon
47
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$759K 0.52%
12,642
-50
-0.4% -$2.98K
BRK.A icon
48
Berkshire Hathaway Class A
BRK.A
$1.12T
$754K 0.51%
+1
New +$727K
CWB icon
49
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.66B
$696K 0.48%
7,687
-213
-3% -$18.3K
RTX icon
50
RTX Corp
RTX
$298B
$663K 0.45%
3,962
+76
+2% +$11.8K
1
2
3 4 5

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Laraway Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Laraway Financial Advisors held 127 positions worth $146M, up 11% from $132M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.9%. Laraway Financial Advisors opened 3 new positions and exited 2, leaving the 127-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Communication Services and Financials.

  • Laraway Financial Advisors's largest Q3 2025 buy was Berkshire Hathaway Class A: 1 share worth $754K.
  • Laraway Financial Advisors added most to Berkshire Hathaway Class B in Q3 2025, an estimated $1M increase.
  • Laraway Financial Advisors's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $157K.
  • Laraway Financial Advisors fully exited Diageo in Q3 2025, selling an estimated $198K.
  • Laraway Financial Advisors's ten largest holdings make up 39% of its $146M portfolio in Q3 2025.
  • Laraway Financial Advisors opened 3 new positions and closed 2 in Q3 2025.
  • Laraway Financial Advisors's portfolio value rose 11% quarter-over-quarter to $146M.

Based on Laraway Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.