Laraway Financial Advisors Inc
CIK: 0001908275SEC EDGAR →
Portfolio Value
$153.5M
Holdings
131
As of
Q4 2025
New Positions
6
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 46,825 | $12.7M | 8.29% |
| 2 | VANGUARD INDEX FDS | 14,598 | $7.1M | 4.64% |
| 3 | VANGUARD INDEX FDS | 34,232 | $6.5M | 4.26% |
| 4 | SPDR S&P 500 ETF | 8,272 | $5.6M | 3.68% |
| 5 | VANGUARD TAX-MANAGED FDS | 81,003 | $5.1M | 3.30% |
| 6 | ALPHABET INC. | 15,713 | $4.9M | 3.20% |
| 7 | NVIDIA CORP | 25,247 | $4.7M | 3.07% |
| 8 | MICROSOFT CORP | 9,571 | $4.6M | 3.02% |
| 9 | INVESCO EXCHANGE TRADED FD T | 70,963 | $4.2M | 2.74% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 8,335 | $4.2M | 2.73% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 63 | $77.4M | 50.4% |
| Technology | 13 | $28.2M | 18.4% |
| Communication Services | 6 | $11.5M | 7.5% |
| Healthcare | 12 | $9.0M | 5.9% |
| Consumer Cyclical | 10 | $7.5M | 4.9% |
| Unknown | 5 | $6.0M | 3.9% |
| Consumer Defensive | 7 | $5.7M | 3.7% |
| Industrials | 9 | $4.9M | 3.2% |
| Utilities | 2 | $1.4M | 0.9% |
| Energy | 3 | $1.4M | 0.9% |
| Real Estate | 1 | $595K | 0.4% |