Laraway Financial Advisors Inc

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Institutional

CIK 0001908275

$142.3M

Reported AUM

129

Positions

Q1 2026

Period

2026-05-14

Filed

The Brief · Laraway Financial Advisors Inc · Q1 2026

AI · grounded in 13F

Laraway Financial Advisors Inc closed its position in NextEra Energy Inc NEE, reducing its holdings by $814,285. The fund established a new position in SanDisk Corp SNDK worth $702,051 and added a new position in the iShares Core S&P Total U.S. Stock Market ETF ITOT for $213,133. Additionally, the fund increased its stake in Chevron Corp New CVX by 43.23% and trimmed its holdings in Nvidia Corp NVDA by 16.93%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	AAPL	APPLE INC	$333.43	-1.41%	65.41%	124.96%	$11.4M	7.98%	—	HELD
2	VTV	VANGUARD INDEX FDS	$220.54	0.34%	27.43%	74.17%	$6.8M	4.77%	—	HELD
3	VUG	VANGUARD INDEX FDS	$84.27	2.68%	11.12%	64.94%	$6.4M	4.48%	—	HELD
4	SPY	SPDR S&P 500 ETF	$741.69	1.68%	18.63%	72.84%	$5.2M	3.65%	—	HELD
5	VEA	VANGUARD TAX-MANAGED FDS	$71.09	3.10%	26.64%	53.50%	$5.1M	3.58%	—	HELD
6	GOOGL	ALPHABET INC.	$333.66	-0.91%	76.18%	131.67%	$4.2M	2.92%	—	HELD
7	XLG	INVESCO EXCHANGE TRADED FD T	$60.13	2.54%	14.45%	80.53%	$3.9M	2.73%	—	HELD
8	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$3.8M	2.64%	—	HELD
9	NVDA	NVIDIA CORP	$195.04	2.65%	9.52%	751.61%	$3.7M	2.57%	—	HELD
10	MSFT	MICROSOFT CORP	$451.10	15.51%	-13.24%	55.41%	$3.3M	2.34%	—	HELD
11	XLV	SELECT SECTOR SPDR TR	$163.52	-1.64%	28.99%	33.33%	$3.3M	2.31%	—	HELD
12	XLF	SELECT SECTOR SPDR TR	$57.00	0.56%	12.64%	61.91%	$2.9M	2.02%	—	HELD
13	XLK	SELECT SECTOR SPDR TR	$175.73	5.50%	36.05%	127.39%	$2.8M	1.96%	—	HELD
14	RSP	INVESCO EXCHANGE TRADED FD T	$215.38	-0.16%	19.83%	48.78%	$2.5M	1.74%	—	HELD
15	LLY	LILLY ELI & CO	$1154.97	-4.55%	54.61%	373.33%	$2.2M	1.54%	—	HELD
16	GOOG	ALPHABET INC.	$333.68	-0.62%	77.27%	132.86%	$2.1M	1.45%	—	HELD
17	WMT	WALMART INC	$111.10	-2.73%	13.75%	139.00%	$2.0M	1.38%	—	HELD
18	SPSB	SPDR SER TR	$29.96	0.07%	3.48%	14.72%	$1.9M	1.36%	—	HELD
19	AMZN	AMAZON.COM INC	$235.50	3.90%	5.54%	30.60%	$1.9M	1.34%	—	HELD
20	VO	VANGUARD INDEX FDS	$80.99	0.46%	15.49%	39.87%	$1.9M	1.33%	—	HELD
21	XLU	SELECT SECTOR SPDR TR	$44.66	-0.56%	7.60%	52.33%	$1.9M	1.32%	—	HELD
22	LRCX	LAM RESEARCH CORP	$297.72	17.98%	163.30%	339.52%	$1.7M	1.22%	—	HELD
23	NFLX	NETFLIX INC	$73.17	-0.62%	-36.85%	28.55%	$1.7M	1.18%	—	HELD
24	COST	COSTCO WHOLESALE CO	$954.17	-2.04%	0.49%	120.47%	$1.6M	1.13%	—	HELD
25	SPAB	SPDR SER TR	$25.16	0.00%	2.04%	-1.73%	$1.6M	1.09%	—	HELD
26	JPST	J P MORGAN EXCHANGE TRADED F	$50.54	0.00%	3.90%	19.93%	$1.4M	0.99%	—	HELD
27	SCHA	SCHWAB STRATEGIC TR	$33.69	2.53%	31.48%	35.93%	$1.4M	0.97%	—	HELD
28	SLYV	SPDR SER TR	$108.31	-0.06%	39.39%	43.58%	$1.4M	0.96%	—	HELD
29	CWI	SPDR INDEX SHS FDS	$40.37	3.17%	29.63%	55.91%	$1.3M	0.95%	—	HELD
30	SPLV	INVESCO EXCH TRADED FD TR II	$76.38	-1.50%	8.31%	32.62%	$1.3M	0.93%	—	HELD
31	META	META PLATFORMS INC	$539.03	-7.95%	—	—	$1.3M	0.93%	—	HELD
32	PH	PARKER-HANNIFIN CORP	$962.79	1.23%	—	—	$1.2M	0.85%	—	HELD
33	JNJ	JOHNSON & JOHNSON	$255.82	-3.66%	—	—	$1.2M	0.82%	—	HELD
34	TJX	TJX COS INC NEW	$159.26	-1.47%	—	—	$1.2M	0.82%	—	HELD
35	VLO	VALERO ENERGY CORP	$311.71	3.45%	—	—	$1.1M	0.81%	—	HELD
36	HTRB	HARTFORD FDS EXCHANGE TRADED	$33.21	-0.29%	—	—	$1.1M	0.80%	—	HELD
37	TMO	THERMO FISHER SCIENTIFIC INC	$576.77	0.05%	—	—	$1.1M	0.76%	—	HELD
38	ORCL	ORACLE CORP	$127.56	8.34%	—	—	$1.0M	0.70%	—	HELD
39	COR	CENCORA INC	$312.23	-2.00%	—	—	$942K	0.66%	—	HELD
40	WDC	WESTERN DIGITAL CORP	$533.04	15.37%	—	—	$910K	0.64%	—	HELD
41	FIXD	FIRST TR EXCHNG TRADED FD VI	$42.90	0.13%	—	—	$907K	0.64%	—	HELD
42	JPM	JPMORGAN CHASE & CO	$350.85	1.78%	—	—	$896K	0.63%	—	HELD
43	UNH	UNITEDHEALTH GROUP INC	$421.47	0.21%	—	—	$767K	0.54%	—	HELD
44	JEPI	J P MORGAN EXCHANGE TRADED F	$57.24	0.56%	—	—	$767K	0.54%	—	HELD
45	LOW	LOWES COMPANIES INC	$210.08	-2.60%	—	—	$726K	0.51%	—	HELD
46	BRK/A	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$718K	0.50%	—	HELD
47	VGIT	VANGUARD SCOTTSDALE FDS	$58.45	0.03%	—	—	$707K	0.50%	—	HELD
48	SNDK	SANDISK CORP	—	—	—	—	$702K	0.49%	—	HELD
49	COF	CAPITAL ONE FINL CORP	$210.14	0.69%	—	—	$684K	0.48%	—	HELD
50	BND	VANGUARD BD INDEX FDS	$72.42	0.06%	—	—	$683K	0.48%	—	HELD
51	RTX	RTX CORP	$214.38	-0.40%	—	—	$678K	0.48%	—	HELD
52	CWB	SPDR SER TR	$101.49	3.15%	—	—	$675K	0.47%	—	HELD
53	FDX	FEDEX CORP	$308.55	-0.02%	—	—	$662K	0.47%	—	HELD
54	V	VISA INC	$366.27	-0.67%	—	—	$656K	0.46%	—	HELD
55	CAT	CATERPILLAR INC	$809.14	3.38%	—	—	$647K	0.45%	—	HELD
56	WPC	WP CAREY INC	$74.08	-0.84%	—	—	$629K	0.44%	—	HELD
57	XEL	XCEL ENERGY INC	$78.23	-0.66%	—	—	$624K	0.44%	—	HELD
58	KO	COCA-COLA CO	$88.49	-0.66%	—	—	$608K	0.43%	—	HELD
59	PEP	PEPSICO INC	$140.20	-2.30%	—	—	$602K	0.42%	—	HELD
60	SCHP	SCHWAB STRATEGIC TR	$26.12	-0.08%	—	—	$595K	0.42%	—	HELD
61	SCHZ	SCHWAB STRATEGIC TR	$22.83	0.04%	—	—	$587K	0.41%	—	HELD
62	ITW	ILLINOIS TOOL WORKS	$283.70	-2.99%	—	—	$586K	0.41%	—	HELD
63	SPBO	SPDR SER TR	$28.50	0.21%	—	—	$584K	0.41%	—	HELD
64	SPTM	SPDR SER TR	$90.17	1.67%	—	—	$569K	0.40%	—	HELD
65	VYM	VANGUARD WHITEHALL FDS	$161.96	0.18%	—	—	$566K	0.40%	—	HELD
66	SPMD	SPDR SER TR	$66.03	0.87%	—	—	$562K	0.40%	—	HELD
67	CVX	CHEVRON CORP NEW	$192.31	0.23%	—	—	$561K	0.39%	—	HELD
68	UHS	UNIVERSAL HLTH SVCS INC	$163.29	-2.90%	—	—	$546K	0.38%	—	HELD
69	XLE	SELECT SECTOR SPDR TR	$58.96	0.53%	—	—	$537K	0.38%	—	HELD
70	SCHE	SCHWAB STRATEGIC TR	$35.72	2.41%	—	—	$526K	0.37%	—	HELD
71	YEAR	AB ACTIVE ETFS INC	$50.33	0.06%	—	—	$520K	0.37%	—	HELD
72	HD	HOME DEPOT INC	$333.35	-1.45%	—	—	$501K	0.35%	—	HELD
73	ERIE	ERIE INDEMNITY CO	$233.67	-5.99%	—	—	$493K	0.35%	—	HELD
74	PG	PROCTER AND GAMBLE CO	$143.96	-1.46%	—	—	$481K	0.34%	—	HELD
75	SDVY	FIRST TR EXCHANGE-TRADED FD	$43.73	0.16%	—	—	$473K	0.33%	—	HELD
76	MU	MICRON TECHNOLOGY INC	$874.66	18.36%	—	—	$451K	0.32%	—	HELD
77	RDVY	FIRST TR EXCHANGE-TRADED FD	$80.80	1.24%	—	—	$435K	0.31%	—	HELD
78	PM	PHILIP MORRIS INTL INC	$192.00	-3.25%	—	—	$434K	0.31%	—	HELD
79	DKS	DICKS SPORTING GOODS	$199.91	-2.95%	—	—	$426K	0.30%	—	HELD
80	FLRN	SPDR SER TR	$30.85	0.06%	—	—	$419K	0.29%	—	HELD
81	BK	BANK NEW YORK MELLON CORP	—	—	—	—	$418K	0.29%	—	HELD
82	CSCO	CISCO SYSTEMS INC	$113.56	0.96%	—	—	$411K	0.29%	—	HELD
83	VZ	VERIZON COMMUNICATIONS INC	$46.11	-2.35%	—	—	$411K	0.29%	—	HELD
84	INTC	INTEL CORP	$91.13	11.30%	—	—	$409K	0.29%	—	HELD
85	SPSM	SPDR SER TR	$56.57	0.84%	—	—	$408K	0.29%	—	HELD
86	SPYM	SPDR SER TR	$87.31	1.61%	—	—	$408K	0.29%	—	HELD
87	LMBS	FIRST TR EXCHANGE-TRADED FD	$49.53	0.09%	—	—	$391K	0.28%	—	HELD
88	SLYG	SPDR SER TR	$115.52	1.69%	—	—	$380K	0.27%	—	HELD
89	STZ	CONSTELLATION BRAND	$130.38	-1.04%	—	—	$379K	0.27%	—	HELD
90	NVS	NOVARTIS AG	$158.44	-0.25%	—	—	$377K	0.26%	—	HELD
91	FEGE	RBB FUND TRUST	$50.83	0.40%	—	—	$376K	0.26%	—	HELD
92	AFL	AFLAC INC	$127.36	-1.02%	—	—	$373K	0.26%	—	HELD
93	VCIT	VANGUARD SCOTTSDALE FDS	$81.38	0.15%	—	—	$370K	0.26%	—	HELD
94	SCHH	SCHWAB STRATEGIC TR	$24.40	-1.45%	—	—	$361K	0.25%	—	HELD
95	VOO	VANGUARD INDEX FDS	$681.79	1.66%	—	—	$354K	0.25%	—	HELD
96	USB	US BANCORP DEL	$62.90	0.13%	—	—	$344K	0.24%	—	HELD
97	SCHD	SCHWAB STRATEGIC TR	$33.41	-1.24%	—	—	$339K	0.24%	—	HELD
98	CMCSA	COMCAST CORP	$23.67	-3.82%	—	—	$330K	0.23%	—	HELD
99	MRK	MERCK & CO. INC.	$129.79	-0.44%	—	—	$328K	0.23%	—	HELD
100	FDL	FIRST TR MORNINGSTAR DIVID L	$51.47	-1.85%	—	—	$326K	0.23%	—	HELD
101	RIGS	ALPS ETF TR	—	—	—	—	$320K	0.23%	—	HELD
102	CAH	CARDINAL HEALTH INC	—	—	—	—	$319K	0.22%	—	HELD
103	ABBV	ABBVIE INC	—	—	—	—	$319K	0.22%	—	HELD
104	XOM	EXXON MOBIL CORP	—	—	—	—	$307K	0.22%	—	HELD
105	WMT2	WELLS FARGO & CO	—	—	—	—	$301K	0.21%	—	HELD
106	CDW	CDW CORP	—	—	—	—	$296K	0.21%	—	HELD
107	FWD	AB ACTIVE ETFS INC	—	—	—	—	$293K	0.21%	—	HELD
108	DIS	DISNEY WALT CO	—	—	—	—	$291K	0.20%	—	HELD
109	VGSH	VANGUARD SCOTTSDALE FDS	—	—	—	—	$287K	0.20%	—	HELD
110	SPYG	SPDR SER TR	—	—	—	—	$286K	0.20%	—	HELD
111	TSM	TAIWAN SEMICONDUCTOR MFG LTD	—	—	—	—	$283K	0.20%	—	HELD
112	HIDV	AB ACTIVE ETFS INC	—	—	—	—	$280K	0.20%	—	HELD
113	NVO	NOVO-NORDISK A S	—	—	—	—	$280K	0.20%	—	HELD
114	MMM	3M CO	—	—	—	—	$275K	0.19%	—	HELD
115	NKE	NIKE INC	—	—	—	—	$260K	0.18%	—	HELD
116	EMR	EMERSON ELEC CO	—	—	—	—	$242K	0.17%	—	HELD
117	IAU	ISHARES GOLD TR	—	—	—	—	$229K	0.16%	—	HELD
118	TM	TOYOTA MOTOR CORP	—	—	—	—	$227K	0.16%	—	HELD
119	BA	BOEING CO	—	—	—	—	$226K	0.16%	—	HELD
120	TSLA	TESLA INC	—	—	—	—	$222K	0.16%	—	HELD
121	ITOT	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	—	—	—	—	$213K	0.15%	—	HELD
122	BALL	BALL CORP	—	—	—	—	$211K	0.15%	—	HELD
123	GS	GOLDMAN SACHS GROUP INC	—	—	—	—	$203K	0.14%	—	HELD
124	PFE	PFIZER INC	—	—	—	—	$201K	0.14%	—	HELD
125	MDT	MEDTRONIC PLC	—	—	—	—	$199K	0.14%	—	HELD
126	ADP	AUTOMATIC DATA PROCESSING IN	—	—	—	—	$194K	0.14%	—	HELD
127	CVS	CVS HEALTH CORP	—	—	—	—	$184K	0.13%	—	HELD
128	INGR	INGREDION INC	—	—	—	—	$167K	0.12%	—	HELD
129	TOTL	SSGA ACTIVE ETF TR	—	—	—	—	$165K	0.12%	—	HELD

Source: SEC EDGAR · accession 0001908275-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.