Stuart Investment Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Stuart Investment Advisors, Inc. reported 16 stock positions worth $177.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 50.1% of the portfolio, followed by iShares Gold Trust (IAU, 20.3%) and Vanguard S&P 500 ETF (VOO, 12.2%). Compared with Q4 2024, it opened 1 new position, sold out of 4, added to 3 and reduced 5. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +4%) and the biggest sale an exit from Vanguard Russell 2000 Value (VTWV).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001910180
- Portfolio Value
- $177.1M (Q1 2025)
- SEC Filing
- 0001951757-25-000432 ↗ filed Apr 23, 2025
Holdings Value
Holdings 16 stocks · $177.1M
| VTI VG Morningstar TS MKT ETF-US | 50.07% | 322,721 | $88.7M | Reduce -0.7% |
| IAU iShares Gold Trust | 20.32% | 610,426 | $36.0M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 12.16% | 41,903 | $21.5M | Reduce -0.4% |
| VXUS Vanguard Total Intl Stock | 11.56% | 329,675 | $20.5M | Add +3.6% |
| RJF Raymond James Financial Inc. | 2.23% | 28,475 | $4.0M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.22% | 8,822 | $2.2M | Reduce -5.7% |
| XOM Exxon Mobil Corp. | 0.80% | 11,854 | $1.4M | Add +0.6% |
| MSFT Microsoft Corp. | 0.34% | 1,596 | $599K | No change |
| ADP Automatic Data Processing | 0.25% | 1,468 | $449K | No change |
| GLD SPDR Gold Shares | 0.20% | 1,248 | $360K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 5,789 | $351K | Add +0.3% |
| TRGP Targa Resources Corp. | 0.15% | 1,345 | $270K | No change |
| JNJ Johnson & Johnson | 0.14% | 1,506 | $250K | No change |
| AAPL Apple Inc. | 0.13% | 1,007 | $224K | Reduce -17.2% |
| OBK Origin Bancorp Inc. | 0.12% | 6,326 | $219K | No change |
| RTX RTX Corp. | 0.11% | 1,528 | $202K | New |
Portfolio Sells Q4 2024 → Q1 2025
| VTWV Vanguard Russell 2000 Value | Sold out | 0.00% | −4.21 |
| SCMB Schwab Municipal Bond ETF | Sold out | 0.00% | −0.76 |
| PYLD PIMCO Multisector Bond Actv | Sold out | 0.00% | −0.45 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 50.07% | −0.22 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.11 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.7% | 1.22% | −0.05 |
| AAPL Apple Inc. | Reduce -17.2% | 0.13% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 12.16% | +0.06 |
| IAU iShares Gold Trust | Reduce -1.2% | 20.32% | +3.99 |
Portfolio Buys Q4 2024 → Q1 2025
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 |