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Disclosed positions
STUART INVESTMENT ADVISORS, INC.: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $127,946,387
- Reported amount
- 345,764
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001094Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $127,946,387 | 345,764 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $38,787,509 | 513,674 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $34,337,360 | 401,654 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $28,001,889 | 40,771 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $3,031,363 | 6,058 | SH | None |
| RAYMOND JAMES FINL INC | RJF | COM | $2,906,053 | 19,115 | SH | None |
| ISHARES GOLD TRUST MICRO | IAUM | SHS REPSTG UN TR | $2,664,626 | 66,599 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $2,220,638 | 7,250 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,894,202 | 13,855 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,611,178 | 6,760 | SH | None |
| ENERGY TRANSFER L P | ET | COM UT LTD PTN | $911,986 | 47,698 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $722,742 | 24,558 | SH | None |
| MICROSOFT CORP | MSFT | COM | $596,097 | 1,598 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $537,098 | 1,458 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $502,250 | 5,997 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $484,067 | 1,906 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $328,759 | 1,468 | SH | None |
| WILLIAMS COS INC | WMB | COM | $319,662 | 4,300 | SH | None |
| RTX CORPORATION | RTX | COM | $289,907 | 1,528 | SH | None |
| APPLE INC | AAPL | COM | $284,844 | 984 | SH | None |
| ONEOK INC NEW | OKE | COM | $247,953 | 2,852 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.