§ 13F · FUND PROFILE
STUART INVESTMENT ADVISORS, INC..
AUM · $249M (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$568K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 346K | $128M | — | +2% |
| 2 | IAU | ISHARES GOLD TR | 514K | $39M | — | −3% |
| 3 | VXUS | VANGUARD STAR FDS | 402K | $34M | — | +7% |
| 4 | VOO | VANGUARD INDEX FDS | 41K | $28M | — | −1% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 6K | $3M | — | ±0% |
| 6 | RJF | RAYMOND JAMES FINL INC | 19K | $3M | — | ±0% |
| 7 | IAUM | ISHARES GOLD TRUST MICRO | 67K | $3M | — | +102% |
| 8 | VOT | VANGUARD INDEX FDS | 7K | $2M | — | −2% |
| 9 | XOM | EXXON MOBIL CORP | 14K | $2M | — | +7% |
| 10 | AMZN | AMAZON COM INC | 7K | $2M | — | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STUART SIGNAL
AC read
STUART INVESTMENT ADVISORS, INC. is a Other fund managing $249 million in assets. The fund runs a focused portfolio of just 21 positions.
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