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STUART INVESTMENT ADVISORS, INC.

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13F filer, CIK 1910180, AUSTIN, TX

STUART INVESTMENT ADVISORS, INC. reported $106,440,097 across 17 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-03. Its ten largest share positions make up 98.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001239

Period
2025-09-30
Reported value
$106M
Holdings
17
Top 10 weight
98.24%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VXUSadded+12,719$934K
IAUMadded+6,397$246K
TSLAnew+541$241K
VEUadded+29$2.07K
METAadded+1$733

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
VTIexited-327,890-$99.7M
IAUreduced-6,790-$494K
VOTreduced-1,150-$338K
TRGPexited-1,345-$234K
VOOreduced-99-$60.6K

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, Q3 2025

Share positions as resolved from 13F-HR 0001951757-25-001239, largest first. % of portfolio is the value over $106,440,097, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 622,549 shares; 2024Q4: 617,752 shares; 2025Q1: 610,426 shares; 2025Q2: 590,679 shares; 2025Q3: 583,889 shares 583,889$42.5M39.92%-6,790Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,915 shares; 2024Q4: 318,258 shares; 2025Q1: 329,675 shares; 2025Q2: 341,227 shares; 2025Q3: 353,946 shares 353,946$26M24.43%+12,719Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,747 shares; 2024Q4: 42,067 shares; 2025Q1: 41,903 shares; 2025Q2: 41,474 shares; 2025Q3: 41,375 shares 41,375$25.3M23.8%-99Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,150 shares; 2024Q4: 28,475 shares; 2025Q1: 28,475 shares; 2025Q2: 28,475 shares; 2025Q3: 28,475 shares 28,475$4.91M4.62%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,355 shares; 2025Q1: 8,822 shares; 2025Q2: 8,692 shares; 2025Q3: 7,542 shares 7,542$2.22M2.08%-1,150Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,708 shares; 2024Q4: 11,782 shares; 2025Q1: 11,854 shares; 2025Q2: 12,209 shares; 2025Q3: 12,014 shares 12,014$1.35M1.27%-195Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares 1,597$827K0.78%0Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,049 shares; 2025Q3: 14,446 shares 14,446$556K0.52%+6,397Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares 1,248$444K0.42%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares 1,468$431K0.4%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,771 shares; 2025Q1: 5,789 shares; 2025Q2: 5,831 shares; 2025Q3: 5,860 shares 5,860$418K0.39%+29Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares 1,506$279K0.26%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,216 shares; 2025Q1: 1,007 shares; 2025Q2: 1,070 shares; 2025Q3: 1,008 shares 1,008$257K0.24%-62Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares 1,528$256K0.24%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares 541$241K0.23%newTimeline
OBKORIGIN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,326 shares; 2024Q4: 6,326 shares; 2025Q1: 6,326 shares; 2025Q2: 6,326 shares; 2025Q3: 6,326 shares 6,326$218K0.21%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 273 shares; 2025Q3: 274 shares 274$201K0.19%+1Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VTIVANGUARD INDEX FDS327,890$99.7Mshares
TRGPTARGA RES CORP1,345$234Kshares

How Q3 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 0001951757-25-001239 base2025-11-03acceptance time not in the bulk data set