CARL STUART INVESTMENT ADVISOR, INC
13F Reported Value
ⓘ$228.9M
Holdings
27
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CARL STUART INVESTMENT ADVISOR, INC disclosed 27 positions worth $228.9M in its Form 13F-HR for Q1 2026, followed by $IAU. During the quarter the fund opened 10 new positions and exited 2 — including a new stake in $BRK.B and a full exit from $TSLA. The portfolio is most concentrated in Other (72.9% of disclosed assets). All figures are sourced directly from CARL STUART INVESTMENT ADVISOR, INC’s Form 13F-HR filing with the SEC under CIK 1910180.
AI Fund Analysis
Diversifying
$IAU
$RJF
$XOM
$IAUM$XOMSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$108.4M337,854 sh- —
Quality
$46.6M528,842 sh VANGUARD STAR FDS
—Quality
$29.0M376,108 shVANGUARD INDEX FDS
—Quality
$24.5M41,021 sh- 64.5
Quality
$2.9M6,058 sh - 63.8
Quality
$2.8M19,115 sh - 61.8
Quality
$2.2M12,976 sh VANGUARD INDEX FDS
—Quality
$1.9M7,381 sh- —
Quality
$1.5M32,934 sh - 74.6
Quality
$1.4M6,782 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $108.4M | 337,854 |
| ISHARES GOLD TRUST$IAU | — | $46.6M | 528,842 |
| VANGUARD STAR FDS | — | $29.0M | 376,108 |
| VANGUARD INDEX FDS | — | $24.5M | 41,021 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $2.9M | 6,058 |
| RAYMOND JAMES FINANCIAL INC$RJF | 63.8 | $2.8M | 19,115 |
| EXXON MOBIL CORP$XOM | 61.8 | $2.2M | 12,976 |
| VANGUARD INDEX FDS | — | $1.9M | 7,381 |
| iShares Gold Trust Micro$IAUM | — | $1.5M | 32,934 |
 AMAZON COM INC$AMZN | 74.6 | $1.4M | 6,782 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CARL STUART INVESTMENT ADVISOR, INC's 27 positions.
Showing top 10 of 27 holdings.
Sector Allocation
Other
$166.9M
Financials
$54.5M
Energy
$3.5M
Technology
$1.7M
Consumer Discretionary
$1.4M
Healthcare
$646,867
Industrials
$294,751
Full Holdings — CARL STUART INVESTMENT ADVISOR, INC (Q1 2026)
All 27 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $108.4M | 47.4% | +4428% | — |
| 2 | $IAU | ISHARES GOLD TRUST | $46.6M | 20.4% | -6% | — |
| 3 | — | VANGUARD STAR FDS | $29.0M | 12.7% | +1% | — |
| 4 | — | VANGUARD INDEX FDS | $24.5M | 10.7% | -1% | — |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $2.9M | 1.3% | NEW | 64.5 |
| 6 | $RJF | RAYMOND JAMES FINANCIAL INC | $2.8M | 1.2% | +0% | 63.8 |
| 7 | $XOM | EXXON MOBIL CORP | $2.2M | 1.0% | +0% | 61.8 |
| 8 | — | VANGUARD INDEX FDS | $1.9M | 0.8% | -1% | — |
| 9 | $IAUM | iShares Gold Trust Micro | $1.5M | 0.7% | +37% | — |
| 10 | $AMZN | AMAZON COM INC | $1.4M | 0.6% | NEW | 74.6 |
| 11 |  $ET | Energy Transfer LP | $1.1M | 0.5% | NEW | 64.5 |
| 12 |  $MSFT | MICROSOFT CORP | $974,141 | 0.4% | +65% | 83.7 |
| 13 |  $GLD | SPDR GOLD TRUST | $635,538 | 0.3% | +18% | — |
| 14 | — | SCHWAB STRATEGIC TR | $629,667 | 0.3% | NEW | — |
| 15 | — | SCHWAB STRATEGIC TR | $580,065 | 0.3% | NEW | — |
| 16 | — | VANGUARD WHITEHALL FDS | $566,382 | 0.3% | NEW | — |
| 17 | — | VANGUARD INTL EQUITY INDEX F | $448,311 | 0.2% | +0% | — |
| 18 | — | VANGUARD WHITEHALL FDS | $440,531 | 0.2% | NEW | — |
| 19 |  $JNJ | JOHNSON & JOHNSON | $368,127 | 0.2% | +0% | 72.8 |
| 20 |  $ADP | AUTOMATIC DATA PROCESSING INC | $298,268 | 0.1% | +0% | 77.9 |
| 21 |  $RTX | RTX Corp | $294,751 | 0.1% | +0% | 70 |
| 22 |  $GILD | GILEAD SCIENCES, INC. | $278,740 | 0.1% | NEW | 77.8 |
| 23 |  $AAPL | Apple Inc. | $256,090 | 0.1% | +0% | 76.1 |
| 24 | — | VANGUARD INTL EQUITY INDEX F | $214,977 | 0.1% | -56% | — |
| 25 |  $CVX | CHEVRON CORP | $211,659 | 0.1% | NEW | 54.7 |
| 26 | — | VANGUARD WORLD FD | $205,377 | 0.1% | NEW | — |
| 27 |  $AMD | ADVANCED MICRO DEVICES INC | $200,989 | 0.1% | +0% | 78.8 |
New Positions (10)
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