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STUART INVESTMENT ADVISORS, INC.

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13F filer, CIK 1910180, AUSTIN, TX

STUART INVESTMENT ADVISORS, INC. reported $248,626,570 across 21 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-06. Its ten largest share positions make up 97.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-001094

Period
2026-06-30
Reported value
$249M
Holdings
21
Top 10 weight
97.9%
New
2
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTIadded+7,910$2.93M
VXUSadded+25,546$2.18M
IAUMadded+33,665$1.35M
WMBnew+4,300$320K
OKEnew+2,852$248K

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-15,168-$1.15M
FNDFexited-11,855-$580K
VYMIexited-6,010-$566K
VIGIexited-4,980-$441K
MSFTreduced-1,034-$386K

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 2026

Share positions as resolved from 13F-HR 0001951757-26-001094, largest first. % of portfolio is the value over $248,626,570, 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; 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; 2026Q2: 345,764 shares 345,764$128M51.46%+7,910Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 513,674 shares 513,674$38.8M15.6%-15,168Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 401,654 shares 401,654$34.3M13.81%+25,546Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 40,771 shares 40,771$28M11.26%-250Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,058 shares; 2026Q2: 6,058 shares 6,058$3.03M1.22%0Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,115 shares 19,115$2.91M1.17%0Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 66,599 shares 66,599$2.66M1.07%+33,665Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 7,250 shares 7,250$2.22M0.89%-131Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 13,855 shares 13,855$1.89M0.76%+879Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,782 shares; 2026Q2: 6,760 shares 6,760$1.61M0.65%-22Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,898 shares; 2026Q2: 47,698 shares 47,698$912K0.37%-7,200Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,558 shares; 2026Q2: 24,558 shares 24,558$723K0.29%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,598 shares 1,598$596K0.24%-1,034Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,458 shares 1,458$537K0.22%-19Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,997 shares 5,997$502K0.2%+27Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,906 shares 1,906$484K0.19%+400Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,468 shares 1,468$329K0.13%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,300 shares 4,300$320K0.13%newTimeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,528 shares 1,528$290K0.12%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 984 shares 984$285K0.11%-25Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,852 shares 2,852$248K0.1%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
FNDFSCHWAB STRATEGIC TR11,855$580Kshares
VYMIVANGUARD WHITEHALL FDS6,010$566Kshares
VIGIVANGUARD WHITEHALL FDS4,980$441Kshares
GILDGILEAD SCIENCES INC2,000$279Kshares
VGKVANGUARD INTL EQUITY INDEX F2,608$215Kshares
CVXCHEVRON CORPORATION1,023$212Kshares
VOXVANGUARD WORLD FD1,142$205Kshares
AMDADVANCED MICRO DEVICES INC988$201Kshares

How Q2 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 0001951757-26-001094 base2026-08-06acceptance time not in the bulk data set