account_balance
Investment manager · 13F filer · SEC CIK 1910180
Stuart Investment Advisors, Inc.
Reported value$270Mas of Sep 30, 2026
Positions30 11 new, 2 sold out
Top 10 weight95.6%VTI alone is 50%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
50.3%Added +6%
IAUiShares Gold Trust
14.1%Trimmed −5%
VXUSVanguard Star FDS
13.3%Added +8%
VOOVanguard Index FDS
10.3%
VOT
AMZNETVTIVanguard Index FDS
50.3%Added +6%
IAUiShares Gold Trust
14.1%Trimmed −5%
VXUSVanguard Star FDS
13.3%Added +8%
VOOVanguard Index FDS
10.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 50.3% Added +6%
IAU iShares Gold Trust 14.1% Trimmed −5%VXUS Vanguard Star FDS 13.3% Added +8%
VOO Vanguard Index FDS 10.3% Held
BRK-B Berkshire Hathaway Inc 1.7% Added +33%IAUM iShares Gold Trust Micro 1.5% Added +49%AAPL Apple Inc. 1.2% Added +865%XOM ExxonMobil Holdings Corp 1.2% Added +45%RJF Raymond James Financial Inc 1.2% HeldVOT Vanguard Index FDS 0.7% Trimmed −6%
AMZN Amazon.com Inc 0.7% HeldET Energy Transfer LP 0.4% Added +28%What changed
Biggest moves since Jun 30, 2026
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