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LFA

Laraway Financial Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
+4.34%
1 Year Est. Return
+22.8%
3 Year Est. Return
+69.76%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$153M
AUM Growth
+$7.01M
Cap. Flow
+$2.46M
Cap. Flow %
1.6%
Top 10 Hldgs %
38.93%
Holding
131
New
6
Increased
36
Reduced
57
Closed
–

Top Buys

Rank Stock Value
1
FEGE
First Eagle Global Equity ETF
FEGE
+$329K
2
VUG icon
Vanguard Growth ETF
VUG
+$317K
3
MU icon
Micron Technology
MU
+$306K
4
BND icon
Vanguard Total Bond Market
BND
+$292K
5
VTV icon
Vanguard Value ETF
VTV
+$275K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$129K
2
AAPL icon
Apple
AAPL
+$100K
3
MSFT icon
Microsoft
MSFT
+$91.7K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$75.6K
5
STZ icon
Constellation Brands
STZ
+$74.1K

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Communication Services 7.72%
3 Financials 6.86%
4 Healthcare 6.81%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$12.7M 8.29%
46,825
-373
-0.8% -$100K
VUG icon
2
Vanguard Growth ETF
VUG
$216B
$7.12M 4.64%
87,588
+3,900
+5% +$317K
VTV icon
3
Vanguard Value ETF
VTV
$189B
$6.54M 4.26%
34,232
+1,464
+4% +$275K
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$5.64M 3.68%
8,272
+110
+1% +$74.3K
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$226B
$5.06M 3.3%
81,003
+2,435
+3% +$149K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.91T
$4.92M 3.2%
15,713
-132
-0.8% -$37.7K
NVDA icon
7
NVIDIA
NVDA
$5.01T
$4.71M 3.07%
25,247
– –
MSFT icon
8
Microsoft
MSFT
$2.84T
$4.63M 3.02%
9,571
-183
-2% -$91.7K
XLG icon
9
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$4.21M 2.74%
70,963
+3,333
+5% +$196K
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.19M 2.73%
8,335
-15
-0.2% -$7.46K
XLV icon
11
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$3.61M 2.35%
23,307
-161
-0.7% -$24.1K
XLF icon
12
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$3.31M 2.16%
60,431
-11
-0% -$586
XLK icon
13
State Street Technology Select Sector SPDR ETF
XLK
$115B
$3.18M 2.07%
22,070
+10
+0% +$1.44K
LLY icon
14
Eli Lilly
LLY
$1.07T
$2.74M 1.78%
2,545
-135
-5% -$129K
RSP icon
15
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$2.49M 1.62%
12,994
-50
-0.4% -$9.49K
AMZN icon
16
Amazon
AMZN
$2.5T
$2.3M 1.5%
9,958
– –
GOOG icon
17
Alphabet (Google) Class C
GOOG
$3.9T
$2.28M 1.48%
7,252
+1
+0% +$286
VO icon
18
Vanguard Mid-Cap ETF
VO
$106B
$1.95M 1.27%
26,892
+1,088
+4% +$79.1K
SPSB icon
19
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$1.94M 1.27%
64,366
-2,251
-3% -$68K
WMT icon
20
Walmart Inc
WMT
$871B
$1.86M 1.21%
16,674
-200
-1% -$21.5K
NFLX icon
21
Netflix
NFLX
$292B
$1.84M 1.2%
19,650
-200
-1% -$21.6K
XLU icon
22
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$1.75M 1.14%
40,963
-115
-0.3% -$5.09K
META icon
23
Meta Platforms (Facebook)
META
$1.51T
$1.71M 1.11%
2,590
-50
-2% -$33.4K
COST icon
24
Costco
COST
$415B
$1.57M 1.02%
1,819
– –
SPAB icon
25
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
$1.56M 1.02%
60,733
-2,923
-5% -$75.6K
1
2 3 4 5

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Laraway Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Laraway Financial Advisors held 131 positions worth $153M, up 4.8% from $146M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 4.6%. Laraway Financial Advisors opened 6 new positions and made no exits, leaving the 131-position portfolio largely intact.

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

  • Laraway Financial Advisors's largest Q4 2025 buy was First Eagle Global Equity ETF: 7,300 shares worth $336K.
  • Laraway Financial Advisors added most to Vanguard Growth ETF in Q4 2025, an estimated $317K increase.
  • Laraway Financial Advisors's biggest Q4 2025 reduction was Eli Lilly, cutting an estimated $129K.
  • Laraway Financial Advisors's ten largest holdings make up 39% of its $153M portfolio in Q4 2025.
  • Laraway Financial Advisors opened 6 new positions and closed 0 in Q4 2025.
  • Laraway Financial Advisors's portfolio value rose 4.8% quarter-over-quarter to $153M.

Based on Laraway Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.