Stuart Investment Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$228.9M
Q ending 2026-03-31
Prior quarter
$110.8M
Q ending 2025-12-31
Change
+106.6% QoQ · +29.2% YoY
Positions
27
reported holdings
Largest positions
All 27 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $108.4M | 338K |
| Ishares Gold Tr | IAU | Shares | $46.6M | 529K |
| Vanguard Star Fds | VXUS | Shares | $29.0M | 376K |
| Vanguard Index Fds | VOO | Shares | $24.5M | 41K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.9M | 6K |
| Raymond James Finl Inc | RJF | Shares | $2.8M | 19K |
| Exxon Mobil Corp | XOM | Shares | $2.2M | 13K |
| Vanguard Index Fds | VOT | Shares | $1.9M | 7K |
| Ishares Gold Tr | IAUM | Shares | $1.5M | 33K |
| Amazon Com Inc | AMZN | Shares | $1.4M | 7K |
| Energy Transfer L P | ET | Shares | $1.1M | 55K |
| Microsoft Corp | MSFT | Shares | $974K | 3K |
| Spdr Gold Tr | GLD | Shares | $636K | 1K |
| Schwab Strategic Tr | SCHX | Shares | $630K | 25K |
| Schwab Strategic Tr | FNDF | Shares | $580K | 12K |
| Vanguard Whitehall Fds | VYMI | Shares | $566K | 6K |
| Vanguard Intl Equity Index F | VEU | Shares | $448K | 6K |
| Vanguard Whitehall Fds | VIGI | Shares | $441K | 5K |
| Johnson & Johnson | JNJ | Shares | $368K | 2K |
| Automatic Data Processing In | ADP | Shares | $298K | 1K |
| Rtx Corporation | RTX | Shares | $295K | 2K |
| Gilead Sciences Inc | GILD | Shares | $279K | 2K |
| Apple Inc | AAPL | Shares | $256K | 1K |
| Vanguard Intl Equity Index F | VGK | Shares | $215K | 3K |
| Chevron Corporation | CVX | Shares | $212K | 1K |
| Vanguard World Fd | VOX | Shares | $205K | 1K |
| Advanced Micro Devices Inc | AMD | Shares | $201K | 988 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.