Stuart Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Stuart Investment Advisors, Inc. reported 27 stock positions worth $228.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 47.3% of the portfolio, followed by iShares Gold Trust (IAU, 20.4%) and Vanguard Total Intl Stock (VXUS, 12.7%). Compared with Q4 2025, it opened 12 new positions, sold out of 2, added to 7 and reduced 3. The biggest buy was a new position in VG Morningstar TS MKT ETF-US (VTI) and the biggest sale iShares Gold Trust (IAU, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001910180
- Portfolio Value
- $228.9M (Q1 2026)
- SEC Filing
- 0001951757-26-000673 ↗ filed Apr 21, 2026
Holdings Value
Holdings 27 stocks · $228.9M
| VTI VG Morningstar TS MKT ETF-US | 47.35% | 337,854 | $108.4M | New |
| IAU iShares Gold Trust | 20.37% | 528,842 | $46.6M | Reduce -5.7% |
| VXUS Vanguard Total Intl Stock | 12.67% | 376,108 | $29.0M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 10.71% | 41,021 | $24.5M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 6,058 | $2.9M | New |
| RJF Raymond James Financial Inc. | 1.21% | 19,115 | $2.8M | No change |
| XOM Exxon Mobil Corp. | 0.96% | 12,976 | $2.2M | Add +0.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.83% | 7,381 | $1.9M | Reduce -1.1% |
| IAUM iShares Gold Trust Micro | 0.67% | 32,934 | $1.5M | Add +37.0% |
| AMZN Amazon.com Inc. | 0.62% | 6,782 | $1.4M | New |
| ET Energy Transfer LP | 0.46% | 54,898 | $1.1M | New |
| MSFT Microsoft Corp. | 0.43% | 2,632 | $974K | Add +64.8% |
| GLD SPDR Gold Shares | 0.28% | 1,477 | $636K | Add +18.4% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 24,558 | $630K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.25% | 11,855 | $580K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.25% | 6,010 | $566K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.20% | 5,970 | $448K | Add +0.1% |
| VIGI Vanguard Int Div App Indx FD | 0.19% | 4,980 | $441K | New |
| JNJ Johnson & Johnson | 0.16% | 1,506 | $368K | No change |
| ADP Automatic Data Processing | 0.13% | 1,468 | $298K | No change |
| RTX RTX Corp. | 0.13% | 1,528 | $295K | No change |
| GILD Gilead Sciences Inc. | 0.12% | 2,000 | $279K | New |
| AAPL Apple Inc. | 0.11% | 1,009 | $256K | Add +0.1% |
| VGK Vanguard Ftse Europe ETF | 0.09% | 2,608 | $215K | New |
| CVX Chevron Corp. | 0.09% | 1,023 | $212K | New |
| VOX Vanguard Communication Servi | 0.09% | 1,142 | $205K | New |
| AMD Advanced Micro Devices | 0.09% | 988 | $201K | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | New | 47.35% | +47.35 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 1.27% | +1.27 |
| AMZN Amazon.com Inc. | New | 0.62% | +0.62 |
| ET Energy Transfer LP | New | 0.46% | +0.46 |
| SCHX Schwab US Large-Cap ETF | New | 0.28% | +0.28 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.25% | +0.25 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.25% | +0.25 |
| VIGI Vanguard Int Div App Indx FD | New | 0.19% | +0.19 |
| GILD Gilead Sciences Inc. | New | 0.12% | +0.12 |
| VGK Vanguard Ftse Europe ETF | New | 0.09% | +0.09 |
| CVX Chevron Corp. | New | 0.09% | +0.09 |
| VOX Vanguard Communication Servi | New | 0.09% | +0.09 |
| AAPL Apple Inc. | Add +0.1% | 0.11% | −0.14 |
| GLD SPDR Gold Shares | Add +18.4% | 0.28% | −0.17 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.1% | 0.20% | −0.20 |
| IAUM iShares Gold Trust Micro | Add +37.0% | 0.67% | −0.26 |
| MSFT Microsoft Corp. | Add +64.8% | 0.43% | −0.27 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.96% | −0.44 |
| VXUS Vanguard Total Intl Stock | Add +1.2% | 12.67% | −12.64 |
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 |