Stuart Investment Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Stuart Investment Advisors, Inc. reported 18 stock positions worth $195.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 51.0% of the portfolio, followed by iShares Gold Trust (IAU, 18.9%) and Vanguard Total Intl Stock (VXUS, 12.1%). Compared with Q1 2025, it opened 2 new positions, added to 6 and reduced 3. 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
- $195.4M (Q2 2025)
- SEC Filing
- 0001951757-25-000953 ↗ filed Jul 25, 2025
Holdings Value
Holdings 18 stocks · $195.4M
| VTI VG Morningstar TS MKT ETF-US | 51.00% | 327,890 | $99.7M | Add +1.6% |
| IAU iShares Gold Trust | 18.85% | 590,679 | $36.8M | Reduce -3.2% |
| VXUS Vanguard Total Intl Stock | 12.07% | 341,227 | $23.6M | Add +3.5% |
| VOO Vanguard S&P 500 ETF | 12.06% | 41,474 | $23.6M | Reduce -1.0% |
| RJF Raymond James Financial Inc. | 2.23% | 28,475 | $4.4M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.27% | 8,692 | $2.5M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.67% | 12,209 | $1.3M | Add +3.0% |
| MSFT Microsoft Corp. | 0.41% | 1,597 | $794K | Add +0.1% |
| ADP Automatic Data Processing | 0.23% | 1,468 | $453K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 5,831 | $392K | Add +0.7% |
| GLD SPDR Gold Shares | 0.19% | 1,248 | $380K | No change |
| IAUM iShares Gold Trust Micro | 0.14% | 8,049 | $266K | New |
| TRGP Targa Resources Corp. | 0.12% | 1,345 | $234K | No change |
| JNJ Johnson & Johnson | 0.12% | 1,506 | $230K | No change |
| OBK Origin Bancorp Inc. | 0.12% | 6,326 | $226K | No change |
| RTX RTX Corp. | 0.11% | 1,528 | $223K | No change |
| AAPL Apple Inc. | 0.11% | 1,070 | $220K | Add +6.3% |
| META Meta Platforms Inc. Class A | 0.10% | 273 | $202K | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 51.00% | +0.93 |
| VXUS Vanguard Total Intl Stock | Add +3.5% | 12.07% | +0.51 |
| IAUM iShares Gold Trust Micro | New | 0.14% | +0.14 |
| META Meta Platforms Inc. Class A | New | 0.10% | +0.10 |
| MSFT Microsoft Corp. | Add +0.1% | 0.41% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.7% | 0.20% | +0.00 |
| AAPL Apple Inc. | Add +6.3% | 0.11% | −0.01 |
| XOM Exxon Mobil Corp. | Add +3.0% | 0.67% | −0.12 |
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 |