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Portfolio (Quarterly) Guide ↗

STUART INVESTMENT ADVISORS, INC.

· CIK 0001910180
13F Portfolio $249M AUM 21 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 21 New
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 345,764.0 $127.9M 51.46% NEW $370.04 +2.6%
2 IAU ISHARES GOLD TR Financial Services 513,674.0 $38.8M 15.60% NEW $75.51 +10.4%
3 VXUS VANGUARD STAR FDS 401,654.0 $34.3M 13.81% NEW $85.49 +3.4%
4 VOO VANGUARD INDEX FDS 40,771.0 $28.0M 11.26% NEW $686.81 +3.1%
5 BERKSHIRE HATHAWAY INC DEL 6,058.0 $3.0M 1.22% NEW $500.39
6 RJF RAYMOND JAMES FINL INC Financial Services 19,115.0 $2.9M 1.17% NEW $152.03 +17.3%
7 IAUM ISHARES GOLD TRUST MICRO Financial Services 66,599.0 $2.7M 1.07% NEW $40.01 +10.5%
8 VOT VANGUARD INDEX FDS 7,250.0 $2.2M 0.89% NEW $306.29 -2.0%
9 XOM EXXON MOBIL CORP Energy 13,855.0 $1.9M 0.76% NEW $136.72 +16.6%
10 AMZN AMAZON COM INC Consumer Cyclical 6,760.0 $1.6M 0.65% NEW $238.34 +8.5%
11 ET ENERGY TRANSFER L P Energy 47,698.0 $912K 0.37% NEW $19.12 +12.4%
12 SCHX SCHWAB STRATEGIC TR 24,558.0 $723K 0.29% NEW $29.43 +3.2%
13 MSFT MICROSOFT CORP Technology 1,598.0 $596K 0.24% NEW $373.03 +34.0%
14 GLD SPDR GOLD TR Financial Services 1,458.0 $537K 0.22% NEW $368.38 +10.4%
15 VEU VANGUARD INTL EQUITY INDEX F 5,997.0 $502K 0.20% NEW $83.75 +3.2%
16 JNJ JOHNSON & JOHNSON Healthcare 1,906.0 $484K 0.20% NEW $253.97 +8.4%
17 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,468.0 $329K 0.13% NEW $223.95 +24.0%
18 WMB WILLIAMS COS INC Energy 4,300.0 $320K 0.13% NEW $74.34 -0.3%
19 RTX RTX CORPORATION Industrials 1,528.0 $290K 0.12% NEW $189.73 +5.8%
20 AAPL APPLE INC Technology 984.0 $285K 0.12% NEW $289.48 +10.5%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 86.6%
Energy 6.5%
Consumer Cyclical 3.1%
Technology 1.7%
Industrials 1.2%
Healthcare 0.9%