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STUART INVESTMENT ADVISORS, INC.

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13F filer, CIK 1910180, AUSTIN, TX

STUART INVESTMENT ADVISORS, INC. reported $228,908,419 across 27 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 96.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000673

Period
2026-03-31
Reported value
$229M
Holdings
27
Top 10 weight
96.65%
New
12
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTInew+337,854$108M
BRK-Bnew+6,058$2.9M
AMZNnew+6,782$1.41M
ETnew+54,898$1.06M
SCHXnew+24,558$630K

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-31,828-$2.81M
TSLAexited-541-$243K
OBKexited-6,326-$238K
VOOreduced-225-$134K
VOTreduced-80-$20.6K

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000673, largest first. % of portfolio is the value over $228,908,419, 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; 2024Q2: restricted; 2024Q3: 330,405 shares; 2024Q4: 325,125 shares; 2025Q1: 322,721 shares; 2025Q2: 327,890 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337,854 shares 337,854$108M47.35%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622,549 shares; 2024Q4: 617,752 shares; 2025Q1: 610,426 shares; 2025Q2: 590,679 shares; 2025Q3: 583,889 shares; 2025Q4: 560,670 shares; 2026Q1: 528,842 shares 528,842$46.6M20.37%-31,828Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,915 shares; 2024Q4: 318,258 shares; 2025Q1: 329,675 shares; 2025Q2: 341,227 shares; 2025Q3: 353,946 shares; 2025Q4: 371,788 shares; 2026Q1: 376,108 shares 376,108$29M12.67%+4,320Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,747 shares; 2024Q4: 42,067 shares; 2025Q1: 41,903 shares; 2025Q2: 41,474 shares; 2025Q3: 41,375 shares; 2025Q4: 41,246 shares; 2026Q1: 41,021 shares 41,021$24.5M10.71%-225Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,058 shares 6,058$2.9M1.27%newTimeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,150 shares; 2024Q4: 28,475 shares; 2025Q1: 28,475 shares; 2025Q2: 28,475 shares; 2025Q3: 28,475 shares; 2025Q4: 19,115 shares; 2026Q1: 19,115 shares 19,115$2.77M1.21%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,708 shares; 2024Q4: 11,782 shares; 2025Q1: 11,854 shares; 2025Q2: 12,209 shares; 2025Q3: 12,014 shares; 2025Q4: 12,913 shares; 2026Q1: 12,976 shares 12,976$2.2M0.96%+63Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,745 shares; 2024Q4: 9,355 shares; 2025Q1: 8,822 shares; 2025Q2: 8,692 shares; 2025Q3: 7,542 shares; 2025Q4: 7,461 shares; 2026Q1: 7,381 shares 7,381$1.9M0.83%-80Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,049 shares; 2025Q3: 14,446 shares; 2025Q4: 24,033 shares; 2026Q1: 32,934 shares 32,934$1.54M0.67%+8,901Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,782 shares 6,782$1.41M0.62%newTimeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,898 shares 54,898$1.06M0.46%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,595 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 2,632 shares 2,632$974K0.43%+1,035Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,477 shares 1,477$636K0.28%+229Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,558 shares 24,558$630K0.28%newTimeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,855 shares 11,855$580K0.25%newTimeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,010 shares 6,010$566K0.25%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 5,771 shares; 2025Q1: 5,789 shares; 2025Q2: 5,831 shares; 2025Q3: 5,860 shares; 2025Q4: 5,961 shares; 2026Q1: 5,970 shares 5,970$448K0.2%+9Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,980 shares 4,980$441K0.19%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares; 2026Q1: 1,506 shares 1,506$368K0.16%0Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 1,468 shares 1,468$298K0.13%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares; 2026Q1: 1,528 shares 1,528$295K0.13%0Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000$279K0.12%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,216 shares; 2025Q1: 1,007 shares; 2025Q2: 1,070 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,009 shares 1,009$256K0.11%+1Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,608 shares 2,608$215K0.09%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,023 shares 1,023$212K0.09%newTimeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,142 shares 1,142$205K0.09%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 988 shares; 2026Q1: 988 shares 988$201K0.09%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
TSLATESLA INC541$243Kshares
OBKORIGIN BANCORP INC6,326$238Kshares

How Q1 2026 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 0001951757-26-000673 base2026-04-21acceptance time not in the bulk data set