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STUART INVESTMENT ADVISORS, INC.

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13F filer, CIK 1910180, AUSTIN, TX

STUART INVESTMENT ADVISORS, INC. reported $195,399,371 across 18 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-25. Its ten largest share positions make up 98.99% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000953

Period
2025-06-30
Reported value
$195M
Holdings
18
Top 10 weight
98.99%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+5,169$1.57M
VXUSadded+11,552$798K
IAUMnew+8,049$266K
METAnew+273$202K
XOMadded+355$38.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IAUreduced-19,747-$1.23M
VOOreduced-429-$244K
VOTreduced-130-$37K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001951757-25-000953, largest first. % of portfolio is the value over $195,399,371, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,405 shares; 2024Q4: 325,125 shares; 2025Q1: 322,721 shares; 2025Q2: 327,890 shares 327,890$99.7M51%+5,169Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,549 shares; 2024Q4: 617,752 shares; 2025Q1: 610,426 shares; 2025Q2: 590,679 shares 590,679$36.8M18.85%-19,747Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,915 shares; 2024Q4: 318,258 shares; 2025Q1: 329,675 shares; 2025Q2: 341,227 shares 341,227$23.6M12.07%+11,552Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,747 shares; 2024Q4: 42,067 shares; 2025Q1: 41,903 shares; 2025Q2: 41,474 shares 41,474$23.6M12.06%-429Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,150 shares; 2024Q4: 28,475 shares; 2025Q1: 28,475 shares; 2025Q2: 28,475 shares 28,475$4.37M2.24%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,355 shares; 2025Q1: 8,822 shares; 2025Q2: 8,692 shares 8,692$2.47M1.27%-130Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,708 shares; 2024Q4: 11,782 shares; 2025Q1: 11,854 shares; 2025Q2: 12,209 shares 12,209$1.32M0.67%+355Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,597 shares 1,597$794K0.41%+1Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares 1,468$453K0.23%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,771 shares; 2025Q1: 5,789 shares; 2025Q2: 5,831 shares 5,831$392K0.2%+42Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares 1,248$380K0.19%0Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,049 shares 8,049$266K0.14%newTimeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares 1,345$234K0.12%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares 1,506$230K0.12%0Timeline
OBKORIGIN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,326 shares; 2025Q1: 6,326 shares; 2025Q2: 6,326 shares 6,326$226K0.12%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares 1,528$223K0.11%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,216 shares; 2025Q1: 1,007 shares; 2025Q2: 1,070 shares 1,070$220K0.11%+63Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 273 shares 273$202K0.1%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-000953 base2025-07-25acceptance time not in the bulk data set