2026 Q1 Portfolio Activity
In 2026 Q1, STUART INVESTMENT ADVISORS, INC. maintained a portfolio of 29 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 47.35% of the total fund value. They heavily accumulated shares in SPDR GOLD TR, increasing the position by 18.3%.
Position History
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Total Positions
29
Quarter
2026 Q1
Top Holding
VTI (47.3%)
Top 10 Concentration
96.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-29 of 29
STUART INVESTMENT ADVISORS, INC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 47.35% | — |
#1
Prev: #—
|
9.5 |
—
|
337,854 | — |
NEW
|
337,854 | $108,386,922 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 20.37% | 41.07% |
#2
1
Prev: #1
|
6.0 |
—
|
-31,828 | -5.7% |
P
S
|
528,842 | $46,622,693 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 12.67% | 25.31% |
#3
1
Prev: #2
|
5.5 |
—
|
4,320 | 1.2% |
P
S
|
376,108 | $29,001,666 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 10.71% | 23.34% |
#4
1
Prev: #3
|
5.0 |
—
|
-225 | -0.5% |
P
S
|
41,021 | $24,511,958 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.27% | — |
#5
Prev: #—
|
4.5 |
—
|
6,058 | — |
NEW
|
6,058 | $2,902,994 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RJF
RAYMOND JAMES F...
|
Financial Services | 1.21% | 2.77% |
#6
2
Prev: #4
|
1.5 |
—
|
no change | no change |
P
S
|
19,115 | $2,767,661 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.96% | 1.40% |
#7
1
Prev: #6
|
0.9 |
—
|
63 | 0.5% |
P
S
|
12,976 | $2,201,458 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.83% | 1.88% |
#8
3
Prev: #5
|
0.8 |
—
|
-80 | -1.1% |
P
S
|
7,381 | $1,899,418 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IAUM
ISHARES GOLD TR
|
Bond/Debt | 0.67% | 0.93% |
#9
2
Prev: #7
|
2.8 |
—
|
8,901 | 37.0% |
P
S
|
32,934 | $1,538,018 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.62% | — |
#10
Prev: #—
|
3.7 |
—
|
6,782 | — |
NEW
|
6,782 | $1,412,487 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ET
ENERGY TRANSFER...
|
Energy | 0.46% | — |
#11
Prev: #—
|
3.7 |
—
|
54,898 | — |
NEW
|
54,898 | $1,059,531 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.43% | 0.70% |
#12
4
Prev: #8
|
3.2 |
—
|
1,035 | 64.8% |
P
S
|
2,632 | $974,141 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.28% | 0.45% |
#13
4
Prev: #9
|
2.1 |
—
|
229 | 18.3% |
P
S
|
1,477 | $635,538 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.28% | — |
#14
Prev: #—
|
3.6 |
—
|
24,558 | — |
NEW
|
24,558 | $629,667 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 0.25% | — |
#15
Prev: #—
|
3.6 |
—
|
11,855 | — |
NEW
|
11,855 | $580,065 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.25% | — |
#16
Prev: #—
|
3.6 |
—
|
6,010 | — |
NEW
|
6,010 | $566,382 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 0.20% | 0.40% |
#17
7
Prev: #10
|
0.6 |
—
|
9 | 0.2% |
P
S
|
5,970 | $448,311 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.19% | — |
#18
Prev: #—
|
3.6 |
—
|
4,980 | — |
NEW
|
4,980 | $440,531 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.16% | 0.28% |
#19
7
Prev: #12
|
1.1 |
—
|
no change | no change |
P
S
|
1,506 | $368,127 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.13% | 0.34% |
#20
9
Prev: #11
|
1.1 |
—
|
no change | no change |
P
S
|
1,468 | $298,268 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.13% | 0.25% |
#21
8
Prev: #13
|
1.1 |
—
|
no change | no change |
P
S
|
1,528 | $294,751 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.12% | — |
#22
Prev: #—
|
3.5 |
—
|
2,000 | — |
NEW
|
2,000 | $278,740 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.11% | 0.25% |
#23
9
Prev: #14
|
0.5 |
—
|
1 | 0.1% |
P
S
|
1,009 | $256,090 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 0.09% | — |
#24
Prev: #—
|
3.5 |
—
|
2,608 | — |
NEW
|
2,608 | $214,977 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.09% | — |
#25
Prev: #—
|
3.5 |
—
|
1,023 | — |
NEW
|
1,023 | $211,659 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOX
VANGUARD WORLD ...
|
ETF | 0.09% | — |
#26
Prev: #—
|
3.5 |
—
|
1,142 | — |
NEW
|
1,142 | $205,377 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.09% | 0.19% |
#27
10
Prev: #17
|
1.0 |
—
|
no change | no change |
P
S
|
988 | $200,989 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
OBK
ORIGIN BANCORP ...
|
Financial Services | 0.00% | 0.21% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-6,326 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.00% | 0.22% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-541 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-29 of 29 holdings