Laraway Financial Advisors Inc: Significant ETF Purchases and Minor Portfolio Shifts in Q2 2026
Laraway Financial Advisors Inc's portfolio saw substantial growth via new positions, particularly in VUG (Vanguard Information Technology ETF), while minor adjustments occurred elsewhere.
As of June 30th, 2026, Laraway Financial Advisors Inc (laraway.financial) managed a substantial portfolio valued at $163.3 million. The investment firm demonstrated active management this quarter by establishing new positions and making minor adjustments to existing holdings.
The most notable change involved the Vanguard Information Technology ETF (VUG), which experienced an unprecedented 495.93% increase in its portfolio allocation, jumping from a negligible position to $7.5 million or approximately 4.55%. This significant stake growth occurred alongside substantial share increases of over 72,000 units.
Other ETFs also saw major inflows during this period. The Vanguard Small-Cap Index Fund (VO) increased its allocation by nearly 30 percentage points to reach $1.9 million or 1.27%, following a large share purchase of over 19,000 units. Similarly, the Schwab U.S. Small Cap ETF (SCHD) added significantly more than half a million dollars in value ($630k), boosting its allocation to nearly 0.4%.
Turning to individual stocks, additions were observed across various sectors. Delta Air Lines Inc. (DAL) was introduced with $217k invested, representing about 0.13% of the portfolio. Berkshire Hathaway Inc. (BRK-B), a major financial holding, saw its allocation increase slightly from prior periods despite negative share changes noted elsewhere in the data.
Conversely, some holdings showed reductions or exits during this quarter. The Vanguard Total Stock Market ETF (VTV) experienced a slight decrease of 0.21% in its portfolio weight due to minimal share reduction. Apple Inc. (AAPL), previously one of the top holdings by absolute value, saw a small decline in shares (-745 units) and allocation percentage (-1.67%), though it remains significant at $12.7 million or 7.72%. Other minor reductions occurred across several ETFs.
In summary, Laraway Financial Advisors Inc focused heavily on broad-based index funds this quarter, particularly within the Technology sector via VUG and VO, while also adding specific large-cap industrial stocks like GE and BRK-B. The portfolio maintained a diversified structure with minimal disclosed divestment activity ("has_large_sells": false) but saw significant shifts in certain areas.