Filed: 4/21/2026ACC: 0001951757-26-000673
📋 What this filing means
STUART INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $228.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$228.91M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
TOTAL STK MKT$108.39M47.3%
ISHARES NEW$46.62M20.4%
VG TL INTL STK F$29.00M12.7%
S&P 500 ETF SHS$24.51M10.7%
COM$9.26M4.0%
CL B NEW$2.90M1.3%
MCAP GR IDXVIP$1.90M0.8%
Portfolio Concentration
Top 3$184.01M80.4%
4–10$37.23M16.3%
11–25$7.26M3.2%
Rest$406.4K0.2%
Top 3 weight
80.4%
Top 10 weight
96.7%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings27
Rows:
VANGUARD INDEX FDS
SOLEShares337.85K
TypeSH
Market value$108.39M
47.35%
Sole
0.00
Shared
0.00
None
337.85K
ISHARES GOLD TR
SOLEShares528.84K
TypeSH
Market value$46.62M
20.37%
Sole
0.00
Shared
0.00
None
528.84K
VANGUARD STAR FDS
SOLEShares376.11K
TypeSH
Market value$29.00M
12.67%
Sole
0.00
Shared
0.00
None
376.11K
VANGUARD INDEX FDS
SOLEShares41.02K
TypeSH
Market value$24.51M
10.71%
Sole
0.00
Shared
0.00
None
41.02K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.06K
TypeSH
Market value$2.90M
1.27%
Sole
0.00
Shared
0.00
None
6.06K
RAYMOND JAMES FINL INC
SOLEShares19.11K
TypeSH
Market value$2.77M
1.21%
Sole
0.00
Shared
0.00
None
19.11K
EXXON MOBIL CORP
SOLEShares12.98K
TypeSH
Market value$2.20M
0.96%
Sole
0.00
Shared
0.00
None
12.98K
VANGUARD INDEX FDS
SOLEShares7.38K
TypeSH
Market value$1.90M
0.83%
Sole
0.00
Shared
0.00
None
7.38K
ISHARES GOLD TR
SOLEShares32.93K
TypeSH
Market value$1.54M
0.67%
Sole
0.00
Shared
0.00
None
32.93K
AMAZON COM INC
SOLEShares6.78K
TypeSH
Market value$1.41M
0.62%
Sole
0.00
Shared
0.00
None
6.78K
ENERGY TRANSFER L P
SOLEShares54.90K
TypeSH
Market value$1.06M
0.46%
Sole
0.00
Shared
0.00
None
54.90K
MICROSOFT CORP
SOLEShares2.63K
TypeSH
Market value$974.1K
0.43%
Sole
0.00
Shared
0.00
None
2.63K
SPDR GOLD TR
SOLEShares1.48K
TypeSH
Market value$635.5K
0.28%
Sole
0.00
Shared
0.00
None
1.48K
SCHWAB STRATEGIC TR
SOLEShares24.56K
TypeSH
Market value$629.7K
0.28%
Sole
0.00
Shared
0.00
None
24.56K
SCHWAB STRATEGIC TR
SOLEShares11.86K
TypeSH
Market value$580.1K
0.25%
Sole
0.00
Shared
0.00
None
11.86K
VANGUARD WHITEHALL FDS
SOLEShares6.01K
TypeSH
Market value$566.4K
0.25%
Sole
0.00
Shared
0.00
None
6.01K
VANGUARD INTL EQUITY INDEX F
SOLEShares5.97K
TypeSH
Market value$448.3K
0.20%
Sole
0.00
Shared
0.00
None
5.97K
VANGUARD WHITEHALL FDS
SOLEShares4.98K
TypeSH
Market value$440.5K
0.19%
Sole
0.00
Shared
0.00
None
4.98K
JOHNSON & JOHNSON
SOLEShares1.51K
TypeSH
Market value$368.1K
0.16%
Sole
0.00
Shared
0.00
None
1.51K
AUTOMATIC DATA PROCESSING IN
SOLEShares1.47K
TypeSH
Market value$298.3K
0.13%
Sole
0.00
Shared
0.00
None
1.47K
RTX CORPORATION
SOLEShares1.53K
TypeSH
Market value$294.8K
0.13%
Sole
0.00
Shared
0.00
None
1.53K
GILEAD SCIENCES INC
SOLEShares2K
TypeSH
Market value$278.7K
0.12%
Sole
0.00
Shared
0.00
None
2K
APPLE INC
SOLEShares1.01K
TypeSH
Market value$256.1K
0.11%
Sole
0.00
Shared
0.00
None
1.01K
VANGUARD INTL EQUITY INDEX F
SOLEShares2.61K
TypeSH
Market value$215.0K
0.09%
Sole
0.00
Shared
0.00
None
2.61K
CHEVRON CORPORATION
SOLEShares1.02K
TypeSH
Market value$211.7K
0.09%
Sole
0.00
Shared
0.00
None
1.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 337.85K | SH | $108.39M 47.35% | 0.00 | 0.00 | 337.85K |
ISHARES GOLD TRSOLE | ISHARES NEW | 528.84K | SH | $46.62M 20.37% | 0.00 | 0.00 | 528.84K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 376.11K | SH | $29.00M 12.67% | 0.00 | 0.00 | 376.11K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 41.02K | SH | $24.51M 10.71% | 0.00 | 0.00 | 41.02K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.06K | SH | $2.90M 1.27% | 0.00 | 0.00 | 6.06K |
RAYMOND JAMES FINL INCSOLE | COM | 19.11K | SH | $2.77M 1.21% | 0.00 | 0.00 | 19.11K |
EXXON MOBIL CORPSOLE | COM | 12.98K | SH | $2.20M 0.96% | 0.00 | 0.00 | 12.98K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 7.38K | SH | $1.90M 0.83% | 0.00 | 0.00 | 7.38K |
ISHARES GOLD TRSOLE | SHARES REPRESENT | 32.93K | SH | $1.54M 0.67% | 0.00 | 0.00 | 32.93K |
AMAZON COM INCSOLE | COM | 6.78K | SH | $1.41M 0.62% | 0.00 | 0.00 | 6.78K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 54.90K | SH | $1.06M 0.46% | 0.00 | 0.00 | 54.90K |
MICROSOFT CORPSOLE | COM | 2.63K | SH | $974.1K 0.43% | 0.00 | 0.00 | 2.63K |
SPDR GOLD TRSOLE | GOLD SHS | 1.48K | SH | $635.5K 0.28% | 0.00 | 0.00 | 1.48K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 24.56K | SH | $629.7K 0.28% | 0.00 | 0.00 | 24.56K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 11.86K | SH | $580.1K 0.25% | 0.00 | 0.00 | 11.86K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 6.01K | SH | $566.4K 0.25% | 0.00 | 0.00 | 6.01K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 5.97K | SH | $448.3K 0.20% | 0.00 | 0.00 | 5.97K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 4.98K | SH | $440.5K 0.19% | 0.00 | 0.00 | 4.98K |
JOHNSON & JOHNSONSOLE | COM | 1.51K | SH | $368.1K 0.16% | 0.00 | 0.00 | 1.51K |
AUTOMATIC DATA PROCESSING INSOLE | COM | 1.47K | SH | $298.3K 0.13% | 0.00 | 0.00 | 1.47K |
RTX CORPORATIONSOLE | COM | 1.53K | SH | $294.8K 0.13% | 0.00 | 0.00 | 1.53K |
GILEAD SCIENCES INCSOLE | COM | 2K | SH | $278.7K 0.12% | 0.00 | 0.00 | 2K |
APPLE INCSOLE | COM | 1.01K | SH | $256.1K 0.11% | 0.00 | 0.00 | 1.01K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 2.61K | SH | $215.0K 0.09% | 0.00 | 0.00 | 2.61K |
CHEVRON CORPORATIONSOLE | COM | 1.02K | SH | $211.7K 0.09% | 0.00 | 0.00 | 1.02K |
Page 1 of 2