Stuart Investment Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Stuart Investment Advisors, Inc. reported 17 stock positions worth $110.8 million. Its top holding was iShares Gold Trust (IAU) at 41.1% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 25.3%) and Vanguard S&P 500 ETF (VOO, 23.3%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 4 and reduced 4. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +5%) and the biggest sale Raymond James Financial (RJF, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001910180
- Portfolio Value
- $110.8M (Q4 2025)
- SEC Filing
- 0001951757-26-000458 ↗ filed Feb 13, 2026
Holdings Value
Holdings 17 stocks · $110.8M
| IAU iShares Gold Trust | 41.07% | 560,670 | $45.5M | Reduce -4.0% |
| VXUS Vanguard Total Intl Stock | 25.31% | 371,788 | $28.0M | Add +5.0% |
| VOO Vanguard S&P 500 ETF | 23.34% | 41,246 | $25.9M | Reduce -0.3% |
| RJF Raymond James Financial Inc. | 2.77% | 19,115 | $3.1M | Reduce -32.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.88% | 7,461 | $2.1M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.40% | 12,913 | $1.6M | Add +7.5% |
| IAUM iShares Gold Trust Micro | 0.93% | 24,033 | $1.0M | Add +66.4% |
| MSFT Microsoft Corp. | 0.70% | 1,597 | $772K | No change |
| GLD SPDR Gold Shares | 0.45% | 1,248 | $495K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.40% | 5,961 | $438K | Add +1.7% |
| ADP Automatic Data Processing | 0.34% | 1,468 | $378K | No change |
| JNJ Johnson & Johnson | 0.28% | 1,506 | $312K | No change |
| RTX RTX Corp. | 0.25% | 1,528 | $280K | No change |
| AAPL Apple Inc. | 0.25% | 1,008 | $274K | No change |
| TSLA Tesla Inc. | 0.22% | 541 | $243K | No change |
| OBK Origin Bancorp Inc. | 0.21% | 6,326 | $238K | No change |
| AMD Advanced Micro Devices | 0.19% | 988 | $212K | New |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |