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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 Miscellaneous 46.39%
2 Technology 18.91%
3 Communication Services 7.6%
4 Financials 7.08%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.86T
$12M 8.2%
47,198
-152
-0.3% -$34.3K
VUG icon
2
Vanguard Morningstar Growth ETF
VUG
$226B
$6.69M 4.57%
83,688
+3,714
+5% +$284K
VTV icon
3
Vanguard Morningstar Value ETF
VTV
$191B
$6.11M 4.17%
32,768
+1,705
+5% +$309K
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$5.44M 3.71%
8,162
-16
-0.2% -$10.3K
MSFT icon
5
Microsoft
MSFT
$3.75T
$5.05M 3.45%
9,754
+60
+0.6% +$30.6K
NVDA icon
6
NVIDIA
NVDA
$5.09T
$4.71M 3.22%
25,247
-900
-3% -$157K
VEA icon
7
Vanguard FTSE Developed Markets ETF
VEA
$234B
$4.71M 3.21%
78,568
+1,735
+2% +$101K
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.09T
$4.2M 2.87%
8,350
+2,072
+33% +$1M
XLG icon
9
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
$3.89M 2.66%
67,630
+2,351
+4% +$129K
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.27T
$3.85M 2.63%
15,845
+100
+0.6% +$20.9K
XLV icon
11
State Street Health Care Select Sector SPDR ETF
XLV
$43.5B
$3.27M 2.23%
23,468
-2
-0% -$271
XLF icon
12
State Street Financial Select Sector SPDR ETF
XLF
$54.5B
$3.26M 2.22%
60,442
+1,189
+2% +$63K
XLK icon
13
State Street Technology Select Sector SPDR ETF
XLK
$120B
$3.11M 2.12%
22,060
+562
+3% +$74.4K
RSP icon
14
Invesco S&P 500 Equal Weight ETF
RSP
$98.8B
$2.47M 1.69%
13,044
-8
-0.1% -$1.49K
NFLX icon
15
Netflix
NFLX
$334B
$2.38M 1.62%
19,850
-250
-1% -$30.5K
AMZN icon
16
Amazon
AMZN
$2.73T
$2.19M 1.49%
9,958
– –
ORCL icon
17
Oracle
ORCL
$417B
$2.13M 1.45%
7,570
-70
-0.9% -$17.8K
LLY icon
18
Eli Lilly
LLY
$1.01T
$2.04M 1.4%
2,680
– –
SPSB icon
19
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$11.3B
$2.02M 1.38%
66,617
-276
-0.4% -$8.33K
META icon
20
Meta Platforms (Facebook)
META
$1.7T
$1.94M 1.32%
2,640
+40
+2% +$29.8K
VO icon
21
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$1.9M 1.29%
25,804
+1,524
+6% +$109K
XLU icon
22
State Street Utilities Select Sector SPDR ETF
XLU
$21.7B
$1.79M 1.22%
41,078
+120
+0.3% +$5.08K
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.23T
$1.77M 1.21%
7,251
+100
+1% +$21K
WMT icon
24
Walmart Inc
WMT
$865B
$1.74M 1.19%
16,874
+2
+0% +$199
COST icon
25
Costco
COST
$401B
$1.68M 1.15%
1,819
-3
-0.2% -$2.88K
1
2 3 4 5

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ASC
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HA
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TTIC
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VEM
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GPWA
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HPBT
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HCM
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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 Miscellaneous at 46% of assets, down from 48% a quarter earlier, followed by Technology and Communication Services.

  • 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.