Carl Stuart Investment Advisor
Latest statistics and disclosures from Carl Stuart Investment Advisor's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, VXUS, VOO, RJF, VOT, and represent 94.38% of Carl Stuart Investment Advisor's stock portfolio.
- Added to shares of these 5 stocks: VXUS, IAUM, AMD, XOM, VEU.
- Started 1 new stock position in AMD.
- Reduced shares in these 5 stocks: IAU, RJF, , VOO, VOT.
- Sold out of its position in META.
- Carl Stuart Investment Advisor was a net seller of stock by $-1.6M.
- Carl Stuart Investment Advisor has $111M in assets under management (AUM), dropping by 4.10%.
- Central Index Key (CIK): 0001910180
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Portfolio Holdings for Carl Stuart Investment Advisor
Carl Stuart Investment Advisor holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 41.1 | $46M | -3% | 561k | 81.17 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 25.3 | $28M | +5% | 372k | 75.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 23.3 | $26M | 41k | 627.13 |
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| Raymond James Financial (RJF) | 2.8 | $3.1M | -32% | 19k | 160.59 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.9 | $2.1M | 7.5k | 279.15 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $1.6M | +7% | 13k | 120.34 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.9 | $1.0M | +66% | 24k | 42.99 |
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| Microsoft Corporation (MSFT) | 0.7 | $772k | 1.6k | 483.68 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $495k | 1.2k | 396.31 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $439k | 6.0k | 73.55 |
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| Automatic Data Processing (ADP) | 0.3 | $378k | 1.5k | 257.23 |
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| Johnson & Johnson (JNJ) | 0.3 | $312k | 1.5k | 206.95 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $280k | 1.5k | 183.40 |
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| Apple (AAPL) | 0.2 | $274k | 1.0k | 272.00 |
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| Tesla Motors (TSLA) | 0.2 | $243k | 541.00 | 449.72 |
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| Origin Bancorp (OBK) | 0.2 | $238k | 6.3k | 37.61 |
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| Advanced Micro Devices (AMD) | 0.2 | $212k | NEW | 988.00 | 214.16 |
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Past Filings by Carl Stuart Investment Advisor
SEC 13F filings are viewable for Carl Stuart Investment Advisor going back to 2021
- Carl Stuart Investment Advisor 2025 Q4 filed Feb. 13, 2026
- Carl Stuart Investment Advisor 2025 Q3 filed Nov. 3, 2025
- Carl Stuart Investment Advisor 2025 Q2 filed July 25, 2025
- Carl Stuart Investment Advisor 2025 Q1 filed April 23, 2025
- Carl Stuart Investment Advisor 2024 Q4 filed Feb. 10, 2025
- Carl Stuart Investment Advisor 2024 Q3 restated filed Oct. 21, 2024
- Carl Stuart Investment Advisor 2024 Q3 filed Oct. 16, 2024
- Carl Stuart Investment Advisor 2024 Q2 filed July 31, 2024
- Carl Stuart Investment Advisor 2024 Q1 filed April 24, 2024
- Carl Stuart Investment Advisor 2023 Q4 filed Jan. 12, 2024
- Carl Stuart Investment Advisor 2023 Q3 filed Oct. 10, 2023
- Carl Stuart Investment Advisor 2023 Q2 filed July 19, 2023
- Carl Stuart Investment Advisor 2023 Q1 filed April 10, 2023
- Carl Stuart Investment Advisor 2022 Q4 filed Feb. 13, 2023
- Carl Stuart Investment Advisor 2022 Q3 filed Nov. 10, 2022
- Carl Stuart Investment Advisor 2022 Q2 filed Aug. 11, 2022