Institutional Fund
Stuart Investment Advisors, Inc.
Austin, TXCIK 19101805 filings on record
Portfolio Value
$228.91M
Q1 2026
Holdings
27
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+106.6%
from $110.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds47.3%
- Ishares Gold Tr20.4%
- Vanguard Star Fds12.7%
- Vanguard Index Fds10.7%
- Berkshire Hathaway Inc Del1.3%
- Raymond James Finl Inc1.2%
- Other6.4%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 337.9K | $108.39M | 47.3% | +337.9K | New |
| 2 | Ishares Gold Tr | 528.8K | $46.62M | 20.4% | −31.8K | Reduced |
| 3 | Vanguard Star Fds | 376.1K | $29.00M | 12.7% | +4.3K | Added |
| 4 | Vanguard Index Fds | 41.0K | $24.51M | 10.7% | −225 | Reduced |
| 5 | Berkshire Hathaway Inc Del | 6.1K | $2.90M | 1.3% | +6.1K | New |
| 6 | Raymond James Finl Inc | 19.1K | $2.77M | 1.2% | 0 | Held |
| 7 | Exxon Mobil Corp | 13.0K | $2.20M | 1.0% | +63 | Added |
| 8 | Vanguard Index Fds | 7.4K | $1.90M | 0.8% | −80 | Reduced |
| 9 | Ishares Gold Tr | 32.9K | $1.54M | 0.7% | +8.9K | Added |
| 10 | Amazon Com Inc | 6.8K | $1.41M | 0.6% | +6.8K | New |
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