Stuart Investment Advisors as of June 30, 2026
Portfolio Holdings for Stuart Investment Advisors
Stuart Investment Advisors holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 51.5 | $128M | 346k | 370.04 | |
| Ishares Gold Tr Ishares New (IAU) | 15.6 | $39M | 514k | 75.51 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 13.8 | $34M | 402k | 85.49 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.3 | $28M | 41k | 686.81 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $3.0M | 6.1k | 500.39 | |
| Raymond James Financial (RJF) | 1.2 | $2.9M | 19k | 152.03 | |
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 1.1 | $2.7M | 67k | 40.01 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.9 | $2.2M | 7.3k | 306.29 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $1.9M | 14k | 136.72 | |
| Amazon (AMZN) | 0.6 | $1.6M | 6.8k | 238.34 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $912k | 48k | 19.12 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $723k | 25k | 29.43 | |
| Microsoft Corporation (MSFT) | 0.2 | $596k | 1.6k | 373.03 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $537k | 1.5k | 368.38 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $502k | 6.0k | 83.75 | |
| Johnson & Johnson (JNJ) | 0.2 | $484k | 1.9k | 253.97 | |
| Automatic Data Processing (ADP) | 0.1 | $329k | 1.5k | 223.95 | |
| Williams Companies (WMB) | 0.1 | $320k | 4.3k | 74.34 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $290k | 1.5k | 189.73 | |
| Apple (AAPL) | 0.1 | $285k | 984.00 | 289.48 | |
| Oneok (OKE) | 0.1 | $248k | 2.9k | 86.94 |
