StockDriftsStockDriftsTop 21 Stuart Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 51.46% | 345.8K | $127.9M | +2.34%(+7.91K) | $240.32(+58.97%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 15.6% | 513.7K | $38.8M | -2.87%(-15.17K) | $34.82(+137.63%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 13.81% | 401.7K | $34.3M | +6.79%(+25.55K) | $63.28(+37.93%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 11.26% | 40.8K | $28.0M | -0.61%(-250) | $414.31(+71.62%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.22% | 6.1K | $3.0M | +0.00%(+0) | $490.93(+6.60%) | 2026-06-30 | |
| RJF | RAYMOND JAMES FINL INC | 1.17% | 19.1K | $2.9M | +0.00%(+0) | $119.96(+49.77%) | 2026-06-30 | |
| IAUM | ISHARES GOLD TRUST MICRO | 1.07% | 66.6K | $2.7M | +102.22%(+33.66K) | $40.63(+7.83%) | 2026-06-30 | |
| VOT | VANGUARD INDEX FDS | 0.89% | 7.3K | $2.2M | -1.77%(-131) | $245.46(+24.57%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 0.76% | 13.9K | $1.9M | +6.77%(+879) | $75.09(+112.73%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 0.65% | 6.8K | $1.6M | -0.32%(-22) | $219.55(+25.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.76% | +80.52% | — | — | +61.44% |
| Top 20 Holdings Unweighted | +16.02% | +56.17% | — | — | +41.46% |
Stuart Investment Advisors INC reports $248.63M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are VTI (51.5%), IAU (15.6%) and VXUS (13.8%). The top 20 holdings account for 99.89% of reported assets. Its disclosed equity book has returned +80.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Stuart Investment Advisors INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Stuart Investment Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910180). View Stuart Investment Advisors INC’s 13F filings on SEC