STUART INVESTMENT ADVISORS, INC. — 13F Holdings & Portfolio
CIK 1910180 · latest 13F-HR filed 2026-04-21
STUART INVESTMENT ADVISORS, INC. manages $228.9M in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (47.35%), IAU (20.37%), VXUS (12.67%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 2, added to 6, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$228.9M
Long-equity book
27
Distinct positions
2026-03-31
Filed 2026-04-21
+12 / −2 / ↑6 / ↓6
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$647.5K +41.7%
- ISHARES GOLD TR$504.8K +48.9%
- MICROSOFT CORP$201.7K +26.1%
- SPDR GOLD TR$140.9K +28.5%
- JOHNSON & JOHNSON$56.5K +18.1%
Top Trims
- VANGUARD INDEX FDS-$1.4M -5.2%
- RAYMOND JAMES FINL INC-$302.0K -9.8%
- VANGUARD INDEX FDS-$183.3K -8.8%
- AUTOMATIC DATA PROCESSING IN-$79.3K -21.0%
- APPLE INC-$18.1K -6.6%
New Positions
- VANGUARD INDEX FDS$108.4M
- BERKSHIRE HATHAWAY INC DEL$2.9M
- AMAZON COM INC$1.4M
- ENERGY TRANSFER L P$1.1M
- SCHWAB STRATEGIC TR$629.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $108.4M | 47.35% | 337,854 | SH |
| 2 | ISHARES GOLD TR | IAU | 464285204 | $46.6M | 20.37% | 528,842 | SH |
| 3 | VANGUARD STAR FDS | VXUS | 921909768 | $29.0M | 12.67% | 376,108 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $24.5M | 10.71% | 41,021 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.9M | 1.27% | 6,058 | SH |
| 6 | RAYMOND JAMES FINL INC | RJF | 754730109 | $2.8M | 1.21% | 19,115 | SH |
| 7 | EXXON MOBIL CORP | XOM | 30231G102 | $2.2M | 0.96% | 12,976 | SH |
| 8 | VANGUARD INDEX FDS | VOT | 922908538 | $1.9M | 0.83% | 7,381 | SH |
| 9 | ISHARES GOLD TR | IAUM | 46436F103 | $1.5M | 0.67% | 32,934 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $1.4M | 0.62% | 6,782 | SH |
| 11 | ENERGY TRANSFER L P | ET | 29273V100 | $1.1M | 0.46% | 54,898 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $974.1K | 0.43% | 2,632 | SH |
| 13 | SPDR GOLD TR | GLD | 78463V107 | $635.5K | 0.28% | 1,477 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $629.7K | 0.28% | 24,558 | SH |
| 15 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $580.1K | 0.25% | 11,855 | SH |
| 16 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $566.4K | 0.25% | 6,010 | SH |
| 17 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $448.3K | 0.20% | 5,970 | SH |
| 18 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $440.5K | 0.19% | 4,980 | SH |
| 19 | JOHNSON & JOHNSON | JNJ | 478160104 | $368.1K | 0.16% | 1,506 | SH |
| 20 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $298.3K | 0.13% | 1,468 | SH |
| 21 | RTX CORPORATION | RTX | 75513E101 | $294.8K | 0.13% | 1,528 | SH |
| 22 | GILEAD SCIENCES INC | GILD | 375558103 | $278.7K | 0.12% | 2,000 | SH |
| 23 | APPLE INC | AAPL | 037833100 | $256.1K | 0.11% | 1,009 | SH |
| 24 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $215.0K | 0.09% | 2,608 | SH |
| 25 | CHEVRON CORPORATION | CVX | 166764100 | $211.7K | 0.09% | 1,023 | SH |
| 26 | VANGUARD WORLD FD | VOX | 92204A884 | $205.4K | 0.09% | 1,142 | SH |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $201.0K | 0.09% | 988 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $228.9M | 27 | 0001951757-26-000673 |
| 2025-12-31 | 2026-02-13 | $110.8M | 17 | 0001951757-26-000458 |