Laraway Financial Advisors Inc

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Laraway Financial Advisors Inc reported 124 stock positions worth $131.8 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 4.4%) and Vanguard Mrngstr Val ETF-Aui (VTV, 4.2%). Compared with Q1 2025, it opened 3 new positions, sold out of 1, added to 33 and reduced 51. The biggest buy was a new position in Capital One Financial (COF) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
SAINT CLOUD, MN
CIK
0001908275
Portfolio Value
$131.8M (Q2 2025)
SEC Filing
0001908275-25-000004 ↗ filed Jul 23, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $113.4M Q1 2024 Q2 2024: $117.1M Q2 2024 Q3 2024: $125.4M Q3 2024 Q4 2024: $129.8M Q4 2024 Q1 2025: $125.9M Q1 2025 Q2 2025: $131.8M $131.8M Q2 2025 Q3 2025: $146.5M Q3 2025 Q4 2025: $153.5M Q4 2025 Q1 2026: $142.3M Q1 2026 Q2 2026: $164.7M Q2 2026

Holdings 124 stocks · $131.8M
AAPL Apple Inc. 7.37% 47,350 $9.7M Reduce -1.6%
VUG Vanguard Mrngstar GR ETF-Sui 4.43% 13,329 $5.8M Reduce -2.6%
VTV Vanguard Mrngstr Val ETF-Aui 4.16% 31,063 $5.5M Reduce -2.7%
SPY SS SPDR S&P 500 ETF Trust-US 3.83% 8,178 $5.1M Reduce -1.4%
MSFT Microsoft Corp. 3.66% 9,694 $4.8M Reduce -2.8%
VEA Vanguard Ftse Developed ETF 3.32% 76,833 $4.4M Reduce -2.2%
NVDA Nvidia Corp. 3.13% 26,147 $4.1M Reduce -1.3%
XLG Invesco S&P 500 Top 50 ETF 2.58% 65,279 $3.4M Add +1.9%
XLV SS Health Care Select Sector 2.40% 23,470 $3.2M Reduce -3.5%
XLF SS Financial Select Sector 2.35% 59,253 $3.1M Reduce -1.8%
BRK.B Berkshire Hathaway Inc. Class B 2.31% 6,278 $3.0M Reduce -0.3%
GOOGL Alphabet Inc. Class A 2.10% 15,745 $2.8M Reduce -0.5%
XLK SS Technology Select Sector 2.06% 10,749 $2.7M Reduce -1.6%
NFLX Netflix Inc. 2.04% 2,010 $2.7M Reduce -1.4%
RSP Invesco S&P 500 Equal Weight 1.80% 13,052 $2.4M Add +0.2%
AMZN Amazon.com Inc. 1.66% 9,958 $2.2M Add +0.0%
LLY Eli Lilly & Co. 1.58% 2,680 $2.1M Reduce -4.1%
SPSB SS SPDR P St C Corp. ETF 1.53% 66,893 $2.0M Reduce -2.3%
META Meta Platforms Inc. Class A 1.46% 2,600 $1.9M No change
COST Costco Wholesale Corp. 1.37% 1,822 $1.8M Reduce -0.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.29% 6,070 $1.7M Reduce -3.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.27% 20,479 $1.7M Reduce -2.2%
ORCL Oracle Corp. 1.27% 7,640 $1.7M No change
WMT Walmart Inc. 1.25% 16,872 $1.6M Reduce -26.6%
SPAB SS SPDR P Agg Bond ETF 1.24% 63,799 $1.6M Reduce -2.7%
SLYV SS SPDR S&P 600 SC Val ETF 1.00% 16,568 $1.3M Reduce -6.6%
SPLV Invesco S&P 500 Low Volatili 0.98% 17,682 $1.3M Reduce -0.7%
GOOG Alphabet Inc. Class C 0.96% 7,151 $1.3M Reduce -1.0%
CWI State Street SPDR MSCI Acwi 0.94% 37,991 $1.2M Add +0.0%
HTRB Hartford TTL RTRN BND ETF 0.92% 36,000 $1.2M Reduce -2.4%
SCHA Schwab US Small-Cap ETF 0.89% 46,628 $1.2M Reduce -2.7%
JPST JPMorgan Ultra-Short Income 0.88% 22,880 $1.2M Reduce -1.7%
PH Parker Hannifin Corp. 0.77% 1,460 $1.0M Reduce -0.3%
COR Cencora Inc. 0.75% 3,300 $989K Add +0.0%
JPM JPMorgan Chase & Co. 0.74% 3,373 $978K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.73% 7,775 $960K No change
TMO Thermo Fisher Scientific Inc. 0.71% 2,318 $940K Reduce -4.1%
UNH Unitedhealth Group Inc. 0.69% 2,933 $915K Reduce -6.9%
FIXD First Trust Smith Opportunis 0.69% 20,739 $910K Reduce -2.6%
LRCX Lam Research Corp. 0.66% 9,000 $876K No change
V Visa Inc. Class A 0.66% 2,450 $870K No change
COF Capital One Financial Corp. 0.64% 3,951 $841K New
VGIT Vanguard Intermediate-Term T 0.58% 12,692 $759K Reduce -6.3%
JNJ Johnson & Johnson 0.57% 4,961 $758K Add +0.1%
NEE Nextera Energy Inc. 0.54% 10,316 $716K Add +0.1%
LOW Lowe's Cos Inc. 0.54% 3,219 $714K No change
VLO Valero Energy Corp. 0.53% 5,188 $697K Reduce -0.5%
ERIE Erie Indemnity Company Class A 0.52% 1,960 $680K Reduce -7.1%
CWB SS SPDR BB Conv Sec ETF 0.50% 7,900 $653K Reduce -1.3%
KO The Coca-Cola Co. 0.47% 8,792 $622K Reduce -0.1%
SCHP Schwab U.S. Tips ETF 0.47% 23,056 $615K Reduce -2.8%
ITW Illinois Tool Works 0.46% 2,450 $606K No change
HD Home Depot Inc. 0.45% 1,622 $595K No change
PEP Pepsico Inc. 0.45% 4,457 $588K Add +0.0%
PG The Procter & Gamble Co. 0.44% 3,680 $586K Add +2.8%
SPBO SS SPDR P Corp. Bond ETF 0.44% 19,858 $580K Reduce -0.9%
SCHZ Schwab US Aggregate Bond ETF 0.43% 24,591 $571K Add +0.0%
UHS Universal Health Services-B 0.43% 3,150 $571K No change
RTX RTX Corp. 0.43% 3,886 $567K Add +0.0%
XEL Xcel Energy Inc. 0.41% 7,845 $534K Add +0.1%
PM Philip Morris International 0.40% 2,925 $533K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.39% 17,196 $518K No change
STZ Constellation Brands Inc. Class A 0.39% 3,165 $515K No change
FLRN SS SPDR BB Ig Float RT ETF 0.39% 16,685 $514K No change
NVO Novo-Nordisk A/S-Spons ADR 0.39% 7,406 $511K No change
CDW CDW Corp. 0.39% 2,845 $508K Reduce -0.6%
DKS Dick's Sporting Goods Inc. 0.37% 2,435 $482K No change
JEPI JPMorgan Equity Premium Inco 0.35% 8,185 $465K Add +3.3%
FDX FedEx Corp. 0.35% 2,010 $457K No change
CSCO Cisco Systems Inc. 0.34% 6,515 $452K No change
LMBS First Trust Low Duration Opp 0.34% 9,093 $448K Reduce -5.8%
CMCSA Comcast Corp. Class A 0.32% 11,985 $428K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.32% 3,422 $424K Reduce -5.5%
SLYG SS SPDR S&P 600 SC GR ETF 0.32% 4,735 $420K Reduce -6.9%
VYM Vanguard High DVD Yield ETF 0.30% 2,986 $398K Add +2.2%
VZ Verizon Communications Inc. 0.29% 8,929 $386K Add +0.1%
YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC 0.29% 7,602 $385K Reduce -11.9%
RDVY First Trust Rising Dividend 0.29% 6,090 $382K Add +9.0%
NKE Nike Inc. Class B 0.29% 5,354 $380K No change
WPC WP Carey Inc. 0.29% 6,056 $378K Add +1.1%
SPYM Ste STR SPDR PT S&P 500 ETF 0.28% 5,108 $371K Add +2.1%
SPMD SS SPDR P S&P 400 Midcap ETF 0.28% 6,731 $366K Add +0.0%
SCHH Schwab US REIT ETF 0.27% 16,986 $359K Add +0.0%
SDVY First Trust Smid Cap Rising 0.27% 10,174 $359K Reduce -2.9%
AFL Aflac Inc. 0.27% 3,400 $359K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.27% 3,924 $357K Add +0.7%
VCIT Vanguard Int-Term Corporate 0.27% 4,298 $356K No change
MMM 3M Co. 0.26% 2,290 $349K Add +0.1%
BND Vanguard Total Bond Market 0.26% 4,700 $346K No change
VGSH Vanguard Short-Term Treasury 0.26% 5,884 $346K Reduce -13.9%
WFC Wells Fargo & Co. 0.25% 4,180 $335K No change
SPSM SS SPDR P S&P 600 Small Cap 0.25% 7,768 $331K Add +0.0%
ABBV Abbvie Inc. 0.25% 1,772 $329K Reduce -1.3%
RIGS Alps Strategic Income Fund 0.25% 14,006 $326K Add +0.0%
USB US Bancorp 0.25% 7,198 $326K No change
CAT Caterpillar Inc. 0.24% 813 $316K No change
CAH Cardinal Health Inc. 0.23% 1,831 $308K Add +0.1%
PYPL PayPal Holdings Inc. 0.23% 4,128 $307K No change
EMR Emerson Electric Co. 0.23% 2,280 $304K No change
NVS Novartis AG-Sponsored ADR 0.23% 2,467 $299K No change
ADP Automatic Data Processing 0.22% 955 $295K Reduce -3.1%
XLE SS Energy Select Sector 0.22% 3,455 $293K Reduce -3.4%
VOO Vanguard S&P 500 ETF 0.22% 509 $289K Add +5.2%
SPTM SS SPDR P S&P 1500 Comp ETF 0.22% 3,817 $286K Add +16.2%
INTC Intel Corp. 0.21% 12,571 $282K Add +8.6%
BA The Boeing Co. 0.21% 1,338 $280K Reduce -12.8%
SPYG SS SPDR P S&P 500 Growth ETF 0.21% 2,898 $276K Add +0.0%
WDC Western Digital Corp. 0.21% 4,275 $274K Reduce -3.4%
CVX Chevron Corp. 0.19% 1,770 $253K Add +24.6%
MRK Merck & Co. Inc. 0.19% 3,142 $249K No change
SCHD Schwab US DVD Equity ETF 0.18% 8,864 $235K Add +0.1%
INGR Ingredion Inc. 0.17% 1,676 $227K No change
HIDV AB US High Dividend ETF filed as AB ACTIVE ETFS INC 0.17% 3,101 $227K Add +7.0%
FDL First Trust Morn DVD Lead Inc. 0.17% 5,351 $224K Add +0.1%
TM Toyota Motor Corp. -Spon ADR 0.17% 1,300 $224K No change
PFE Pfizer Inc. 0.17% 9,209 $223K No change
CVS CVS Health Corp. 0.16% 3,085 $213K No change
GS Goldman Sachs Group Inc. 0.16% 300 $212K New
TSM Taiwan Semiconductor-SP ADR 0.16% 937 $212K New
BALL Ball Corp. 0.15% 3,576 $201K No change
DEO Diageo PLC-Sponsored ADR 0.15% 1,967 $198K No change
FICO Fair Isaac Corp. 0.14% 100 $183K No change
TOTL SS Doubleline TR Tact ETF 0.13% 4,290 $172K Reduce -7.5%
GIS General Mills Inc. 0.11% 2,698 $140K Reduce -6.9%

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -1.6% 7.37% −1.12
UNH Unitedhealth Group Inc. Reduce -6.9% 0.69% −0.62
DFS Discover Financial Services Sold out 0.00% −0.50
XLV SS Health Care Select Sector Reduce -3.5% 2.40% −0.42
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 2.31% −0.35
LLY Eli Lilly & Co. Reduce -4.1% 1.58% −0.25
TMO Thermo Fisher Scientific Inc. Reduce -4.1% 0.71% −0.24
WMT Walmart Inc. Reduce -26.6% 1.25% −0.23
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.7% 4.16% −0.22
ERIE Erie Indemnity Company Class A Reduce -7.1% 0.52% −0.19
SPSB SS SPDR P St C Corp. ETF Reduce -2.3% 1.53% −0.11
SLYV SS SPDR S&P 600 SC Val ETF Reduce -6.6% 1.00% −0.10
SPAB SS SPDR P Agg Bond ETF Reduce -2.7% 1.24% −0.09
SPLV Invesco S&P 500 Low Volatili Reduce -0.7% 0.98% −0.08
HTRB Hartford TTL RTRN BND ETF Reduce -2.4% 0.92% −0.07
VGIT Vanguard Intermediate-Term T Reduce -6.3% 0.58% −0.06
JPST JPMorgan Ultra-Short Income Reduce -1.7% 0.88% −0.06
VGSH Vanguard Short-Term Treasury Reduce -13.9% 0.26% −0.06
YEAR AB Ultra Short Income ETF Reduce -11.9% 0.29% −0.06
FIXD First Trust Smith Opportunis Reduce -2.6% 0.69% −0.05
ABBV Abbvie Inc. Reduce -1.3% 0.25% −0.05
XLE SS Energy Select Sector Reduce -3.4% 0.22% −0.04
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -2.2% 1.27% −0.04
SCHP Schwab U.S. Tips ETF Reduce -2.8% 0.47% −0.04
LMBS First Trust Low Duration Opp Reduce -5.8% 0.34% −0.04
XLF SS Financial Select Sector Reduce -1.8% 2.35% −0.03
GIS General Mills Inc. Reduce -6.9% 0.11% −0.03
KO The Coca-Cola Co. Reduce -0.1% 0.47% −0.03
SPBO SS SPDR P Corp. Bond ETF Reduce -0.9% 0.44% −0.02
TOTL SS Doubleline TR Tact ETF Reduce -7.5% 0.13% −0.02
VLO Valero Energy Corp. Reduce -0.5% 0.53% −0.02
SLYG SS SPDR S&P 600 SC GR ETF Reduce -6.9% 0.32% −0.02
ADP Automatic Data Processing Reduce -3.1% 0.22% −0.02
COST Costco Wholesale Corp. Reduce -0.8% 1.37% −0.01
SDVY First Trust Smid Cap Rising Reduce -2.9% 0.27% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.6% 1.29% −0.01
SCHA Schwab US Small-Cap ETF Reduce -2.7% 0.89% +0.00
BA The Boeing Co. Reduce -12.8% 0.21% +0.00
CWB SS SPDR BB Conv Sec ETF Reduce -1.3% 0.50% +0.01
CDW CDW Corp. Reduce -0.6% 0.39% +0.02
DIS The Walt Disney Co. Reduce -5.5% 0.32% +0.04
GOOG Alphabet Inc. Class C Reduce -1.0% 0.96% +0.07
WDC Western Digital Corp. Reduce -3.4% 0.21% +0.07
PH Parker Hannifin Corp. Reduce -0.3% 0.77% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.4% 3.83% +0.15
VEA Vanguard Ftse Developed ETF Reduce -2.2% 3.32% +0.15
GOOGL Alphabet Inc. Class A Reduce -0.5% 2.10% +0.16
XLK SS Technology Select Sector Reduce -1.6% 2.06% +0.27
VUG Vanguard Mrngstar GR ETF-Sui Reduce -2.6% 4.43% +0.40
NFLX Netflix Inc. Reduce -1.4% 2.04% +0.53

Portfolio Buys Q1 2025 → Q2 2025
COF Capital One Financial Corp. New 0.64% +0.64
XLG Invesco S&P 500 Top 50 ETF Add +1.9% 2.58% +0.24
GS Goldman Sachs Group Inc. New 0.16% +0.16
TSM Taiwan Semiconductor-SP ADR New 0.16% +0.16
AMZN Amazon.com Inc. Add +0.0% 1.66% +0.15
CWI State Street SPDR MSCI Acwi Add +0.0% 0.94% +0.05
SPTM SS SPDR P S&P 1500 Comp ETF Add +16.2% 0.22% +0.04
CAH Cardinal Health Inc. Add +0.1% 0.23% +0.03
RDVY First Trust Rising Dividend Add +9.0% 0.29% +0.03
SPYG SS SPDR P S&P 500 Growth ETF Add +0.0% 0.21% +0.02
VOO Vanguard S&P 500 ETF Add +5.2% 0.22% +0.02
RTX RTX Corp. Add +0.0% 0.43% +0.02
COR Cencora Inc. Add +0.0% 0.75% +0.02
SPYM Ste STR SPDR PT S&P 500 ETF Add +2.1% 0.28% +0.02
HIDV AB US High Dividend ETF Add +7.0% 0.17% +0.01
BNY Bank of New York Mellon Corp. Add +0.7% 0.27% +0.01
RSP Invesco S&P 500 Equal Weight Add +0.2% 1.80% +0.01
INTC Intel Corp. Add +8.6% 0.21% +0.00
SPMD SS SPDR P S&P 400 Midcap ETF Add +0.0% 0.28% +0.00
CVX Chevron Corp. Add +24.6% 0.19% +0.00
VYM Vanguard High DVD Yield ETF Add +2.2% 0.30% +0.00
SPSM SS SPDR P S&P 600 Small Cap Add +0.0% 0.25% −0.00
MMM 3M Co. Add +0.1% 0.26% −0.00
JEPI JPMorgan Equity Premium Inco Add +3.3% 0.35% −0.01
RIGS Alps Strategic Income Fund Add +0.0% 0.25% −0.01
WPC WP Carey Inc. Add +1.1% 0.29% −0.01
FDL First Trust Morn DVD Lead Inc. Add +0.1% 0.17% −0.01
SCHH Schwab US REIT ETF Add +0.0% 0.27% −0.02
SCHD Schwab US DVD Equity ETF Add +0.1% 0.18% −0.02
SCHZ Schwab US Aggregate Bond ETF Add +0.0% 0.43% −0.02
VZ Verizon Communications Inc. Add +0.1% 0.29% −0.03
XEL Xcel Energy Inc. Add +0.1% 0.41% −0.04
NEE Nextera Energy Inc. Add +0.1% 0.54% −0.04
PG The Procter & Gamble Co. Add +2.8% 0.44% −0.04
JNJ Johnson & Johnson Add +0.1% 0.57% −0.08
PEP Pepsico Inc. Add +0.0% 0.45% −0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 140$164.7MAAPL, VTV, VUG, SPY, VEA
Q1 2026 129$142.3MAAPL, VTV, VUG, SPY, VEA
Q4 2025 131$153.5MAAPL, VUG, VTV, SPY, VEA
Q3 2025 125$146.5MAAPL, VUG, VTV, SPY, MSFT
Q2 2025 124$131.8MAAPL, VUG, VTV, SPY, MSFT
Q1 2025 122$125.9MAAPL, VTV, VUG, SPY, VEA
Q4 2024 118$129.8MAAPL, VUG, SPY, VTV, MSFT
Q3 2024 116$125.4MAAPL, VTV, SPY, VUG, MSFT
Q2 2024 111$117.1MAAPL, VUG, SPY, VTV, MSFT
Q1 2024 111$113.4MAAPL, VTV, VUG, SPY, MSFT