Laraway Financial Advisors Inc

CIK 0001908275 · Q1 2026

13F Equity AUM

$142.3M

-7.3% QoQ

Positions

129

-2 QoQ

AUM Rank

#8,744

Top 70%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #2,991 · Top 36%

vs S&P -3.5%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 24.5%Top 10: 37.7%Top 20: 54.1%

AAPL8.0%

VTV4.8%

VUG4.5%

SPY3.6%

VEA3.6%

GOOGL2.9%

XLG2.7%

BRK/B2.6%

NVDA2.6%

MSFT2.3%

Others (119)62.3%

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

Sector Allocation

Financial Services54.7%

Technology17.2%

Communication Services7.2%

Healthcare5.6%

Consumer Defensive4.1%

Consumer Cyclical4.0%

Industrials3.3%

Other3.9%

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

Position Sizing

Positions: 129Median: 0.40%Avg: 0.78%

0–0.5%

83(24.0%)

0.5–1%

21(15.9%)

1–3%

20(35.6%)

3–5%

4(16.5%)

5%+

1(8.0%)

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

Loading summary cards...

Portfolio Overlap

Shared: 128Unique: 1vs 20 funds

1.8%Low

129

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

2.7%

2.4%

2.6%

2.6%

2.7%

VANGUARD CAPITAL MANAGEMENT LLC

2.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.5%

GEODE CAPITAL MANAGEMENT, LLC

2.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New2Increased30Decreased85Exited4

New Positions

SNDK0.5%

+1K

ITOT0.1%

+1K

Increased

JPST1.0%

+2K(+7%)

YEAR0.4%

+2K(+21%)

SDVY0.3%

+1K(+13%)

XLE0.4%

+1K(+19%)

JEPI0.5%

+985(+8%)

SPTM0.4%

+882(+14%)

CHV0.4%

+818(+43%)

FEGE0.3%

+697(+10%)

FWD0.2%

+565(+26%)

BND0.5%

+532(+6%)

Decreased

SCHA1.0%

-4,774(-9%)

NVDA2.6%

-4,275(-17%)

FLRN0.3%

-3,500(-20%)

INTC0.3%

-2,900(-24%)

PFE0.1%

-2,600(-27%)

XLF2.0%

-2,150(-4%)

NFLX1.2%

-2,150(-11%)

AAPL8.0%

-2,099(-4%)

SLYV1.0%

-1,889(-12%)

HTRB0.8%

-1,758(-5%)

Exited

-10,143

-1,108

-3,928

-100

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

Loading position changes...

Holdings

Loading holdings...