STUART INVESTMENT ADVISORS, INC.
22 holdingsFiling period: 2026-06-30Current AUM: $256.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 345.8K | $127.9M | $128.9M | 50.25% | +7.9K | 2026-06-30 |
| 2 | IAU | ISHARES GOLD TR | 513.7K | $38.8M | $41.5M | 16.18% | -15,168 | 2026-06-30 |
| 3 | VXUS | VANGUARD STAR FDS | 401.7K | $34.3M | $34.4M | 13.42% | +25.5K | 2026-06-30 |
| 4 | VOO | VANGUARD INDEX FDS | 40.8K | $28.0M | $28.4M | 11.06% | -250 | 2026-06-30 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.1K | $3.0M | $3.0M | 1.18% | -- | 2026-06-30 |
| 6 | RJF | RAYMOND JAMES FINL INC | 19.1K | $2.9M | $3.2M | 1.26% | -- | 2026-06-30 |
| 7 | IAUM | ISHARES GOLD TRUST MICRO | 66.6K | $2.7M | $2.9M | 1.11% | +33.7K | 2026-06-30 |
| 8 | VOT | VANGUARD INDEX FDS | 7.3K | $2.2M | $2.1M | 0.82% | -131 | 2026-06-30 |
| 9 | XOM | EXXON MOBIL CORP | 13.9K | $1.9M | $2.3M | 0.91% | +879 | 2026-06-30 |
| 10 | XOM | EXXON MOBIL CORP | 13.9K | $1.9M | $2.3M | 0.91% | +879 | 2026-06-30 |
| 11 | AMZN | AMAZON COM INC | 6.8K | $1.6M | $1.7M | 0.65% | -22 | 2026-06-30 |
| 12 | ET | ENERGY TRANSFER L P | 47.7K | $911K | $1.0M | 0.40% | -7,200 | 2026-06-30 |
| 13 | SCHX | SCHWAB STRATEGIC TR | 24.6K | $722K | $732K | 0.29% | -- | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 1.6K | $596K | $794K | 0.31% | -1,034 | 2026-06-30 |
| 15 | GLD | SPDR GOLD TR | 1.5K | $537K | $575K | 0.22% | -19 | 2026-06-30 |
| 16 | VEU | VANGUARD INTL EQUITY INDEX F | 6.0K | $502K | $502K | 0.20% | +27 | 2026-06-30 |
| 17 | JNJ | JOHNSON & JOHNSON | 1.9K | $484K | $509K | 0.20% | +400 | 2026-06-30 |
| 18 | ADP | AUTOMATIC DATA PROCESSING IN | 1.5K | $328K | $405K | 0.16% | -- | 2026-06-30 |
| 19 | WMB | WILLIAMS COS INC | 4.3K | $319K | $307K | 0.12% | -- | 2026-06-30 |
| 20 | RTX | RTX CORPORATION | 1.5K | $289K | $298K | 0.12% | -- | 2026-06-30 |
| 21 | AAPL | APPLE INC | 984 | $284K | $325K | 0.13% | -25 | 2026-06-30 |
| 22 | OKE | ONEOK INC NEW | 2.9K | $247K | $269K | 0.10% | -- | 2026-06-30 |
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