Stuart Investment Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Stuart Investment Advisors, Inc. reported 21 stock positions worth $248.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 51.5% of the portfolio, followed by iShares Gold Trust (IAU, 15.6%) and Vanguard Total Intl Stock (VXUS, 13.8%). Compared with Q1 2026, it opened 2 new positions, sold out of 8, added to 6 and reduced 8. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +2%) and the biggest sale iShares Gold Trust (IAU, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001910180
- Portfolio Value
- $248.6M (Q2 2026)
- SEC Filing
- 0001951757-26-001094 ↗ filed Aug 6, 2026
Holdings Value
Holdings 21 stocks · $248.6M
| VTI VG Morningstar TS MKT ETF-US | 51.46% | 345,764 | $127.9M | Add +2.3% |
| IAU iShares Gold Trust | 15.60% | 513,674 | $38.8M | Reduce -2.9% |
| VXUS Vanguard Total Intl Stock | 13.81% | 401,654 | $34.3M | Add +6.8% |
| VOO Vanguard S&P 500 ETF | 11.26% | 40,771 | $28.0M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 6,058 | $3.0M | No change |
| RJF Raymond James Financial Inc. | 1.17% | 19,115 | $2.9M | No change |
| IAUM iShares Gold Trust Micro | 1.07% | 66,599 | $2.7M | Add +102.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.89% | 7,250 | $2.2M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.76% | 13,855 | $1.9M | Add +6.8% |
| AMZN Amazon.com Inc. | 0.65% | 6,760 | $1.6M | Reduce -0.3% |
| ET Energy Transfer LP | 0.37% | 47,698 | $912K | Reduce -13.1% |
| SCHX Schwab US Large-Cap ETF | 0.29% | 24,558 | $723K | No change |
| MSFT Microsoft Corp. | 0.24% | 1,598 | $596K | Reduce -39.3% |
| GLD SPDR Gold Shares | 0.22% | 1,458 | $537K | Reduce -1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 5,997 | $502K | Add +0.5% |
| JNJ Johnson & Johnson | 0.19% | 1,906 | $484K | Add +26.6% |
| ADP Automatic Data Processing | 0.13% | 1,468 | $329K | No change |
| WMB Williams Cos Inc. | 0.13% | 4,300 | $320K | New |
| RTX RTX Corp. | 0.12% | 1,528 | $290K | No change |
| AAPL Apple Inc. | 0.11% | 984 | $285K | Reduce -2.5% |
| OKE Oneok Inc. | 0.10% | 2,852 | $248K | New |
Portfolio Sells Q1 2026 → Q2 2026
| IAU iShares Gold Trust | Reduce -2.9% | 15.60% | −4.77 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.25 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.25 |
| VIGI Vanguard Int Div App Indx FD | Sold out | 0.00% | −0.19 |
| MSFT Microsoft Corp. | Reduce -39.3% | 0.24% | −0.19 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.12 |
| ET Energy Transfer LP | Reduce -13.1% | 0.37% | −0.10 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.09 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.09 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.09 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.09 |
| GLD SPDR Gold Shares | Reduce -1.3% | 0.22% | −0.06 |
| AAPL Apple Inc. | Reduce -2.5% | 0.11% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.65% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.8% | 0.89% | +0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -0.6% | 11.26% | +0.55 |
Portfolio Buys Q1 2026 → Q2 2026
| VTI VG Morningstar TS MKT ETF-US | Add +2.3% | 51.46% | +4.11 |
| VXUS Vanguard Total Intl Stock | Add +6.8% | 13.81% | +1.14 |
| IAUM iShares Gold Trust Micro | Add +102.2% | 1.07% | +0.40 |
| WMB Williams Cos Inc. | New | 0.13% | +0.13 |
| OKE Oneok Inc. | New | 0.10% | +0.10 |
| JNJ Johnson & Johnson | Add +26.6% | 0.19% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.5% | 0.20% | +0.01 |
| XOM Exxon Mobil Corp. | Add +6.8% | 0.76% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $248.6M | VTI, IAU, VXUS, VOO, BRK.B |
| Q1 2026 | 27 | $228.9M | VTI, IAU, VXUS, VOO, BRK.B |
| Q4 2025 | 17 | $110.8M | IAU, VXUS, VOO, RJF, VOT |
| Q3 2025 | 17 | $106.4M | IAU, VXUS, VOO, RJF, VOT |
| Q2 2025 | 18 | $195.4M | VTI, IAU, VXUS, VOO, RJF |
| Q1 2025 | 16 | $177.1M | VTI, IAU, VOO, VXUS, RJF |
| Q4 2024 | 19 | $187.4M | VTI, IAU, VOO, VXUS, VTWV |
| Q3 2024Amended | 16 | $177.8M | VTI, IAU, VOO, VXUS, RJF |
| Q2 2024 | 15 | $159.9M | VTI, IAU, VOO, VXUS, RJF |
| Q1 2024 | 15 | $154.2M | VTI, IAU, VOO, VXUS, RJF |