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Kimberly M Foster

Laraway Financial Advisors Inc

Assets Managed
$142.266M
Holdings
129
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-7.3%(2Q avg: -1.26%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Laraway Financial Advisors Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Laraway Financial Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.266M in assets, with a quarterly growth rate of -7.3% and a 2-quarter average growth rate of -1.26%. The portfolio is managed by Kimberly M Foster, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -4.48%
7.98%
$11.351M
44,726 shares@ $253.79 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.09%
4.78%
$6.79M
34,605 shares@ $196.21 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 0.01%
4.49%
$6.377M
14,599 shares@ $436.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.46%
3.66%
$5.193M
7,985 shares@ $650.36 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.98%
3.58%
$5.088M
79,398 shares@ $64.09 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -8.04%
2.93%
$4.155M
14,449 shares@ $287.57 avg price
XLG
Invesco S&p 500 Top 50 Etf
Recent Activity
Increased 0.26%
2.73%
$3.881M
71,143 shares@ $54.55 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -5.99%
2.64%
$3.755M
7,835 shares@ $479.2 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -16.93%
2.58%
$3.658M
20,972 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -6%
2.35%
$3.33M
8,996 shares@ $370.18 avg price

1-10 of 129