§ 13F · FUND PROFILE
STUART INVESTMENT ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106.4T (13F)Positions · 17Turnover · — · Q3Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 584K | $42.5T | 39.9% | — |
| 2 | VXUS | VANGUARD STAR FDS | 354K | $26.0T | 24.4% | — |
| 3 | VOO | VANGUARD INDEX FDS | 41K | $25.3T | 23.8% | — |
| 4 | RJF | RAYMOND JAMES FINL INC | 28K | $4.9T | 4.6% | — |
| 5 | VOT | VANGUARD INDEX FDS | 8K | $2.2T | 2.1% | — |
| 6 | XOM | EXXON MOBIL CORP | 12K | $1.4T | 1.3% | — |
| 7 | MSFT | MICROSOFT CORP | 2K | $827.1B | 0.8% | — |
| 8 | IAUM | ISHARES GOLD TR | 14K | $556.2B | 0.5% | — |
| 9 | GLD | SPDR GOLD TR | 1K | $443.6B | 0.4% | — |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | 1K | $430.9B | 0.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STUART SIGNAL
AC read
STUART INVESTMENT ADVISORS, INC. is a Other fund managing $106440.1 trillion in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed