STUART INVESTMENT ADVISORS, INC.
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 248,627
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 21 | 248,627 | 13F-HR | STUART INVESTMENT ADVISORS, INC. |
| Q1 2026 | 4/21/2026 | 27 | 228,908 | 13F-HR | STUART INVESTMENT ADVISORS, INC. |
| Q4 2025 | 2/13/2026 | 17 | 110,805 | 13F-HR | CARL STUART INVESTMENT ADVISOR, INC |
| Q3 2025 | 11/3/2025 | 17 | 106,440 | 13F-HR | CARL STUART INVESTMENT ADVISOR, INC |
| Q2 2025 | 7/25/2025 | 18 | 195,399 | 13F-HR | CARL STUART INVESTMENT ADVISOR, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 12.91 K | 5.2% | 0 | 321 | -321 |
| ETFs | 235.7 K | 94.8% | 20.04 K | 0 | 20.04 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
248,627
Holdings
21
QoQ value change ($000)
19,719
(8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.