Stuart Investment Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Stuart Investment Advisors, Inc. reported 17 stock positions worth $106.4 million. Its top holding was iShares Gold Trust (IAU) at 39.9% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 24.4%) and Vanguard S&P 500 ETF (VOO, 23.8%). Compared with Q2 2025, it opened 1 new position, sold out of 2, added to 4 and reduced 5. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +4%) and the biggest sale an exit from VG Morningstar TS MKT ETF-US (VTI).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001910180
- Portfolio Value
- $106.4M (Q3 2025)
- SEC Filing
- 0001951757-25-001239 ↗ filed Nov 3, 2025
Holdings Value
Holdings 17 stocks · $106.4M
| IAU iShares Gold Trust | 39.92% | 583,889 | $42.5M | Reduce -1.1% |
| VXUS Vanguard Total Intl Stock | 24.43% | 353,946 | $26.0M | Add +3.7% |
| VOO Vanguard S&P 500 ETF | 23.80% | 41,375 | $25.3M | Reduce -0.2% |
| RJF Raymond James Financial Inc. | 4.62% | 28,475 | $4.9M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.08% | 7,542 | $2.2M | Reduce -13.2% |
| XOM Exxon Mobil Corp. | 1.27% | 12,014 | $1.4M | Reduce -1.6% |
| MSFT Microsoft Corp. | 0.78% | 1,597 | $827K | No change |
| IAUM iShares Gold Trust Micro | 0.52% | 14,446 | $556K | Add +79.5% |
| GLD SPDR Gold Shares | 0.42% | 1,248 | $444K | No change |
| ADP Automatic Data Processing | 0.40% | 1,468 | $431K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.39% | 5,860 | $418K | Add +0.5% |
| JNJ Johnson & Johnson | 0.26% | 1,506 | $279K | No change |
| AAPL Apple Inc. | 0.24% | 1,008 | $257K | Reduce -5.8% |
| RTX RTX Corp. | 0.24% | 1,528 | $256K | No change |
| TSLA Tesla Inc. | 0.23% | 541 | $241K | New |
| OBK Origin Bancorp Inc. | 0.21% | 6,326 | $218K | No change |
| META Meta Platforms Inc. Class A | 0.19% | 274 | $201K | Add +0.4% |
Portfolio Sells Q2 2025 → Q3 2025
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −51.00 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.12 |
| AAPL Apple Inc. | Reduce -5.8% | 0.24% | +0.13 |
| XOM Exxon Mobil Corp. | Reduce -1.6% | 1.27% | +0.60 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -13.2% | 2.08% | +0.82 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 23.80% | +11.75 |
| IAU iShares Gold Trust | Reduce -1.1% | 39.92% | +21.07 |
Portfolio Buys Q2 2025 → Q3 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 |