Laraway Financial Advisors Inc

CIK 0001908275 · Q2 2026

13F Equity AUM

$164.7M

+15.8% QoQ

Positions

140

+11 QoQ

AUM Rank

#8,835

Top 70%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #3,118 · Top 38%

vs S&P -0.9%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 23.8%Top 10: 36.7%Top 20: 53.8%

AAPL7.7%

VTV4.6%

VUG4.5%

SPY3.6%

VEA3.3%

GOOGL3.1%

XLG2.6%

NVDA2.5%

XLK2.4%

BRK/B2.3%

Others (130)63.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services53.0%

Technology20.1%

Communication Services6.7%

Healthcare5.5%

Industrials3.8%

Consumer Cyclical3.5%

Consumer Defensive3.3%

Other4.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 140Median: 0.35%Avg: 0.71%

0–0.5%

94(24.7%)

0.5–1%

21(15.8%)

1–3%

19(32.6%)

3–5%

5(19.1%)

5%+

1(7.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 140vs 20 funds

0%Low

140

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New11Increased38Decreased60Exited0

New Positions

NEE0.5%

+9K

PWR0.3%

+678

GE0.3%

+1K

GEV0.2%

+332

QQQM0.2%

+1K

WISDOMTREE TR0.1%

+4K

DAL0.1%

+2K

AMAT0.1%

+294

LRGC0.1%

+3K

LOWV0.1%

+3K

Increased

VUG4.5%

+72K(+496%)

VO1.3%

+19K(+295%)

SCHD0.4%

+9K(+80%)

JPST0.9%

+3K(+11%)

SPBO0.4%

+2K(+8%)

FEGE0.3%

+2K(+20%)

HTRB0.7%

+1K(+3%)

FIXD0.6%

+1K(+5%)

YEAR0.3%

+1K(+10%)

BND0.4%

+557(+6%)

Decreased

VEA3.3%

-2,776(-4%)

AAPL7.7%

-745(-2%)

NVDA2.5%

-700(-3%)

SCHA1.0%

-558(-1%)

CWI0.9%

-504(-1%)

MDT0.1%

-453(-20%)

GOOG1.4%

-449(-6%)

INTC0.8%

-400(-4%)

SPAB0.9%

-326(-1%)

PEP0.3%

-320(-8%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...