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 93.35% of Stuart Investment Advisors's stock portfolio.
- Added to shares of these 8 stocks: VTI, VXUS, IAUM, WMB, OKE, XOM, JNJ, VEU.
- Started 2 new stock positions in WMB, OKE.
- Reduced shares in these 10 stocks: IAU, FNDF, VYMI, VIGI, MSFT, GILD, VGK, CVX, VOX, AMD.
- Sold out of its positions in AMD, CVX, GILD, FNDF, VYMI, VIGI, VGK, VOX.
- Stuart Investment Advisors was a net buyer of stock by $2.7M.
- Stuart Investment Advisors has $249M in assets under management (AUM), dropping by 8.61%.
- Central Index Key (CIK): 0001910180
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Portfolio Holdings for Stuart Investment Advisors
Stuart Investment Advisors holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 51.5 | $128M | +2% | 346k | 370.04 |
|
| Ishares Gold Tr Ishares New (IAU) | 15.6 | $39M | -2% | 514k | 75.51 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 13.8 | $34M | +6% | 402k | 85.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.3 | $28M | 41k | 686.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $3.0M | 6.1k | 500.39 |
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| Raymond James Financial (RJF) | 1.2 | $2.9M | 19k | 152.03 |
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| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 1.1 | $2.7M | +102% | 67k | 40.01 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.9 | $2.2M | 7.3k | 306.29 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.9M | +6% | 14k | 136.72 |
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| Amazon (AMZN) | 0.6 | $1.6M | 6.8k | 238.34 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $912k | -13% | 48k | 19.12 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $723k | 25k | 29.43 |
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| Microsoft Corporation (MSFT) | 0.2 | $596k | -39% | 1.6k | 373.03 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $537k | 1.5k | 368.38 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $502k | 6.0k | 83.75 |
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| Johnson & Johnson (JNJ) | 0.2 | $484k | +26% | 1.9k | 253.97 |
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| Automatic Data Processing (ADP) | 0.1 | $329k | 1.5k | 223.95 |
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| Williams Companies (WMB) | 0.1 | $320k | NEW | 4.3k | 74.34 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $290k | 1.5k | 189.73 |
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| Apple (AAPL) | 0.1 | $285k | -2% | 984.00 | 289.48 |
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| Oneok (OKE) | 0.1 | $248k | NEW | 2.9k | 86.94 |
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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 Q2 filed Aug. 6, 2026
- 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