Carl Stuart Investment Advisor
Latest statistics and disclosures from Stuart Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IAU, VXUS, VOO, BRK.B, and represent 92.36% of Stuart Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$108M), BRK.B, AMZN, ET, SCHX, FNDF, VYMI, VIGI, IAUM, MSFT.
- Started 12 new stock positions in SCHX, VGK, VOX, AMZN, VIGI, GILD, ET, CVX, VYMI, FNDF. BRK.B, VTI.
- Reduced shares in these 5 stocks: IAU, , OBK, VOO, VOT.
- Sold out of its positions in OBK, TSLA.
- Stuart Investment Advisors was a net buyer of stock by $115M.
- Stuart Investment Advisors has $229M in assets under management (AUM), dropping by 106.59%.
- Central Index Key (CIK): 0001910180
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Portfolio Holdings for Stuart Investment Advisors
Stuart Investment Advisors holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 47.3 | $108M | NEW | 338k | 320.81 |
|
| Ishares Gold Tr Ishares New (IAU) | 20.4 | $47M | -5% | 529k | 88.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 12.7 | $29M | 376k | 77.11 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 10.7 | $25M | 41k | 597.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.9M | NEW | 6.1k | 479.20 |
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| Raymond James Financial (RJF) | 1.2 | $2.8M | 19k | 144.79 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $2.2M | 13k | 169.66 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $1.9M | 7.4k | 257.34 |
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| Ishares Gold Tr Shares Represent (IAUM) | 0.7 | $1.5M | +37% | 33k | 46.70 |
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| Amazon (AMZN) | 0.6 | $1.4M | NEW | 6.8k | 208.27 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.5 | $1.1M | NEW | 55k | 19.30 |
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| Microsoft Corporation (MSFT) | 0.4 | $974k | +64% | 2.6k | 370.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $636k | +18% | 1.5k | 430.29 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $630k | NEW | 25k | 25.64 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $580k | NEW | 12k | 48.93 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $566k | NEW | 6.0k | 94.24 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $448k | 6.0k | 75.09 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.2 | $441k | NEW | 5.0k | 88.46 |
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| Johnson & Johnson (JNJ) | 0.2 | $368k | 1.5k | 244.44 |
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| Automatic Data Processing (ADP) | 0.1 | $298k | 1.5k | 203.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $295k | 1.5k | 192.90 |
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| Gilead Sciences (GILD) | 0.1 | $279k | NEW | 2.0k | 139.37 |
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| Apple (AAPL) | 0.1 | $256k | 1.0k | 253.81 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $215k | NEW | 2.6k | 82.43 |
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| Chevron Corporation (CVX) | 0.1 | $212k | NEW | 1.0k | 206.90 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $205k | NEW | 1.1k | 179.84 |
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| Advanced Micro Devices (AMD) | 0.1 | $201k | 988.00 | 203.43 |
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Past Filings by Stuart Investment Advisors
SEC 13F filings are viewable for Stuart Investment Advisors going back to 2021
- Stuart Investment Advisors 2026 Q1 filed April 21, 2026
- 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