Laraway Financial Advisors Inc

Q1 2026 13F-HR Holdings

Location
Saint Cloud, MN
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$142,266
Net value change ($000)
-11,214 (-7.3%)
New positions
2
Sold out positions
4
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SNDK 702 NEW
VLO 334 41.1%
CVX 273 94.8%
VTV 252 3.9%
ITOT 213 NEW
XLE 208 63.2%
WDC 191 26.6%
LRCX 173 11.1%
JNJ 138 13.5%
XLU 127 7.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -1,379 -10.8%
MSFT -1,299 -28.1%
NVDA -1,051 -22.3%
NEE -814 -100.0%
GOOGL -763 -15.5%
VUG -745 -10.5%
LLY -545 -19.9%
SPY -448 -7.9%
BRK-B -435 -10.4%
XLF -433 -13.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type