STUART INVESTMENT ADVISORS, INC.: 13F holdings
CIK 19101802026Q2
| Positions | 21 |
|---|---|
| Reported value | $248.6m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 345,764 | $127.9m | 51.5% |
| IAU ISHARES GOLD TR | 513,674 | $38.8m | 15.6% |
| VXUS VANGUARD STAR FDS | 401,654 | $34.3m | 13.8% |
| VOO VANGUARD INDEX FDS | 40,771 | $28.0m | 11.3% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 6,058 | $3.0m | 1.2% |
| RJF RAYMOND JAMES FINL INC | 19,115 | $2.9m | 1.2% |
| IAUM ISHARES GOLD TRUST MICRO | 66,599 | $2.7m | 1.1% |
| VOT VANGUARD INDEX FDS | 7,250 | $2.2m | 0.9% |
| EXXON MOBIL CORP | 13,855 | $1.9m | 0.8% |
| AMZN AMAZON COM INC | 6,760 | $1.6m | 0.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910180")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.