Carl Stuart Investment Advisor

Stuart Investment Advisors as of March 31, 2026

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 338k 320.81
Ishares Gold Tr Ishares New (IAU) 20.4 $47M 529k 88.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 12.7 $29M 376k 77.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.7 $25M 41k 597.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.9M 6.1k 479.20
Raymond James Financial (RJF) 1.2 $2.8M 19k 144.79
Exxon Mobil Corporation (XOM) 1.0 $2.2M 13k 169.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $1.9M 7.4k 257.34
Ishares Gold Tr Shares Represent (IAUM) 0.7 $1.5M 33k 46.70
Amazon (AMZN) 0.6 $1.4M 6.8k 208.27
Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $1.1M 55k 19.30
Microsoft Corporation (MSFT) 0.4 $974k 2.6k 370.11
Spdr Gold Tr Gold Shs (GLD) 0.3 $636k 1.5k 430.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $630k 25k 25.64
Schwab Strategic Tr Fundamental Intl (FNDF) 0.3 $580k 12k 48.93
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $566k 6.0k 94.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $448k 6.0k 75.09
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $441k 5.0k 88.46
Johnson & Johnson (JNJ) 0.2 $368k 1.5k 244.44
Automatic Data Processing (ADP) 0.1 $298k 1.5k 203.18
Raytheon Technologies Corp (RTX) 0.1 $295k 1.5k 192.90
Gilead Sciences (GILD) 0.1 $279k 2.0k 139.37
Apple (AAPL) 0.1 $256k 1.0k 253.81
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $215k 2.6k 82.43
Chevron Corporation (CVX) 0.1 $212k 1.0k 206.90
Vanguard World Comm Srvc Etf (VOX) 0.1 $205k 1.1k 179.84
Advanced Micro Devices (AMD) 0.1 $201k 988.00 203.43