STUART INVESTMENT ADVISORS, INC. - Portfolio overview

STUART INVESTMENT ADVISORS, INC. has 30 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 47.21%
2. IAU - ISHARES GOLD TR, 20.31%
3. VXUS - VANGUARD STAR FDS, 12.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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