SEC Form 13F

STUART INVESTMENT ADVISORS, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$248,626,570
Positions21

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$127,946,387345,764
ISHARES GOLD TRIAUISHARES NEW$38,787,509513,674
VANGUARD STAR FDSVXUSVG TL INTL STK F$34,337,360401,654
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$28,001,88940,771
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$3,031,3636,058
RAYMOND JAMES FINL INCRJFCOM$2,906,05319,115
ISHARES GOLD TRUST MICROIAUMSHS REPSTG UN TR$2,664,62666,599
VANGUARD INDEX FDSVOTMCAP GR IDXVIP$2,220,6387,250
EXXON MOBIL CORPXOMCOM$1,894,20213,855
AMAZON COM INCAMZNCOM$1,611,1786,760

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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