STUART INVESTMENT ADVISORS, INC.
STUART INVESTMENT ADVISORS, INC. reported 21 positions worth $248.6M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VTI (51.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $127.9M | 51.46% | 345,764 | — | — | |
| ▸ 2 | IAU | SH | $38.8M | 15.60% | 513,674 | — | — | |
| ▸ 3 | VXUS | SH | $34.3M | 13.81% | 401,654 | — | — | |
| ▸ 4 | VOO | SH | $28.0M | 11.26% | 40,771 | — | — | |
| ▸ 5 | BRK-B | SH | $3.0M | 1.22% | 6,058 | — | — | |
| ▸ 6 | RJF | SH | $2.9M | 1.17% | 19,115 | — | — | |
| ▸ 7 | IAUM | SH | $2.7M | 1.07% | 66,599 | — | — | |
| ▸ 8 | VOT | SH | $2.2M | 0.89% | 7,250 | — | — | |
| ▸ 9 | EXMOC | SH | $1.9M | 0.76% | 13,855 | — | — | |
| ▸ 10 | AMZN | SH | $1.6M | 0.65% | 6,760 | — | — |
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Frequently Asked Questions
What stocks does STUART INVESTMENT ADVISORS, INC. hold as of Q2 2026?
STUART INVESTMENT ADVISORS, INC. reported 21 positions worth $248.6M in its Q2 2026 13F filing. Largest positions: VTI (51.5%), IAU (15.6%), VXUS (13.8%), VOO (11.3%) and BRK-B (1.2%).
What did STUART INVESTMENT ADVISORS, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did STUART INVESTMENT ADVISORS, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.