1y return+20.9%S&P 500 +20.9%
3y return+55.3%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $146 against $157 in the S&P 500.2
Laraway Financial Advisors IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $12.7M | 7.7% | −1.7% |
| VTVVanguard Index Fds | $7.6M | 4.6% | |
| VUGVanguard Index Fds | $7.5M | 4.5% | |
| SPYSpdr S&p 500 Etf | $5.9M | 3.6% | −1.3% |
| VEAVanguard Tax-managed Fds | $5.5M | 3.3% | −3.5% |
| GOOGLAlphabet Inc. | $5.1M | 3.1% | |
| XLGInvesco Exchange Traded Fd T | $4.4M | 2.6% | |
| NVDANvidia Corp | $4.1M | 2.5% | −3.3% |
| XLKSelect Sector Spdr Tr | $4.0M | 2.4% | |
| BRK/BBerkshire Hathaway Inc Del | $3.8M | 2.3% | −3.3% |
| XLVSelect Sector Spdr Tr | $3.6M | 2.2% | |
| LRCXLam Research Corp | $3.4M | 2.1% | −2.5% |
| MSFTMicrosoft Corp | $3.3M | 2.0% | −2.6% |
| XLFSelect Sector Spdr Tr | $3.1M | 1.9% | |
| LLYLilly Eli & Co | $2.8M | 1.7% | |
| RSPInvesco Exchange Traded Fd T | $2.7M | 1.7% | |
| SNDKSandisk Corp | $2.5M | 1.5% | |
| GOOGAlphabet Inc. | $2.4M | 1.4% | −6.3% |
| AMZNAmazon.com Inc | $2.2M | 1.3% | |
| WDCWestern Digital Corp | $2.1M | 1.3% | |
| VOVanguard Index Fds | $2.1M | 1.3% | −1.3% |
| SPSBSpdr Ser Tr | $1.9M | 1.2% | |
| XLUSelect Sector Spdr Tr | $1.9M | 1.1% | |
| WMTWalmart Inc | $1.8M | 1.1% | |
| SCHASchwab Strategic Tr | $1.7M | 1.0% | −1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | December 31, 2023 | +1119.6% | $2.1M |
| NVDANvidia Corp | December 31, 2021 | +580.3% | $4.1M |
| LRCXLam Research Corp | June 30, 2025 | +345.2% | $3.4M |
| LLYLilly Eli & Co | December 31, 2021 | +334.2% | $2.8M |
| VLOValero Energy Corp | December 31, 2021 | +246.8% | $1.2M |
| PHParker-hannifin Corp | December 31, 2021 | +207.5% | $1.3M |
| GOOGLAlphabet Inc. | December 31, 2021 | +146.7% | $5.1M |
| GOOGAlphabet Inc. | December 31, 2021 | +144.2% | $2.4M |
| WMTWalmart Inc | December 31, 2021 | +134.8% | $1.8M |
| XLKSelect Sector Spdr Tr | December 31, 2021 | +119.2% | $4.0M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.5% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +3.5% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +6.0% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Laraway Financial Advisors Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1908275&type=13F-HR&dateb=&owner=include&count=40CIK 1908275
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1908275/000190827526000003/Filed August 3, 2026 · accession 0001908275-26-000003