CARL STUART INVESTMENT ADVISOR, INC
CIK: 0001910180SEC EDGAR →
Portfolio Value
$110.8M
Holdings
17
As of
Q4 2025
New Positions
17
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 560,670 | $45.5M | 41.07% |
| 2 | VANGUARD STAR FDS | 371,788 | $28.0M | 25.31% |
| 3 | VANGUARD INDEX FDS | 41,246 | $25.9M | 23.34% |
| 4 | RAYMOND JAMES FINL INC | 19,115 | $3.1M | 2.77% |
| 5 | VANGUARD INDEX FDS | 7,461 | $2.1M | 1.88% |
| 6 | EXXON MOBIL CORP | 12,913 | $1.6M | 1.40% |
| 7 | ISHARES GOLD TR | 24,033 | $1.0M | 0.93% |
| 8 | MICROSOFT CORP | 1,597 | $772K | 0.70% |
| 9 | SPDR GOLD TR | 1,248 | $494K | 0.45% |
| 10 | VANGUARD INTL EQUITY INDEX F | 5,961 | $438K | 0.40% |
Quarterly Changes
New Positions (17)
$45.5M · 561K shares
$28.0M · 372K shares
$25.9M · 41K shares
$3.1M · 19K shares
$2.1M · 7K shares
$1.6M · 13K shares
$1.0M · 24K shares
$772K · 2K shares
$494K · 1K shares
$438K · 6K shares
$377K · 1K shares
$311K · 2K shares
$280K · 2K shares
$274K · 1K shares
$243K · 541 shares
$237K · 6K shares
$211K · 988 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 7 | $60.8M | 54.9% |
| Unknown | 2 | $46.0M | 41.5% |
| Energy | 1 | $1.6M | 1.4% |
| Technology | 3 | $1.3M | 1.1% |
| Industrials | 2 | $657K | 0.6% |
| Healthcare | 1 | $311K | 0.3% |
| Consumer Cyclical | 1 | $243K | 0.2% |