Stuart Investment Advisors, Inc. ETF holdings
Austin, TX
Reported $235.7M in 9 ETFs in its Form 13F for June 30, 2026.
ETF value
$235.7M
ETFs held
9
Change from prior quarter
+9.3%
With price moves
ETFs as a share of its 13F
94.8%
of $248.6M
Top 9 of 9 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $127.9M | 345,764 | +7,910 shares |
| IAU | iShares Gold Trust | $38.8M | 513,674 | −15,168 shares |
| VXUS | Vanguard Total International Stock ETF | $34.3M | 401,654 | +25,546 shares |
| VOO | Vanguard S&P 500 ETF | $28.0M | 40,771 | −250 shares |
| IAUM | iShares Gold Trust Micro | $2.7M | 66,599 | +33,665 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $2.2M | 7,250 | −131 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $723K | 24,558 | No change |
| GLD | SPDR Gold Shares | $537K | 1,458 | −19 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $502K | 5,997 | +27 shares |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001910180. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Stuart Investment Advisors, Inc. own?
Stuart Investment Advisors, Inc. reported 9 ETF positions worth $235.7M in its Form 13F for June 30, 2026. The largest was VTI, at $127.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.