CARL STUART INVESTMENT ADVISOR, INC
CIK: 0001910180SEC EDGAR →
Portfolio Value
$110.8B
Holdings
17
As of
Q4 2025
New Positions
17
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 560,670 | $45.5B | 41.07% |
| 2 | VANGUARD STAR FDS | 371,788 | $28.0B | 25.31% |
| 3 | VANGUARD INDEX FDS | 41,246 | $25.9B | 23.34% |
| 4 | RAYMOND JAMES FINL INC | 19,115 | $3.1B | 2.77% |
| 5 | VANGUARD INDEX FDS | 7,461 | $2.1B | 1.88% |
| 6 | EXXON MOBIL CORP | 12,913 | $1.6B | 1.40% |
| 7 | ISHARES GOLD TR | 24,033 | $1.0B | 0.93% |
| 8 | MICROSOFT CORP | 1,597 | $772.0M | 0.70% |
| 9 | SPDR GOLD TR | 1,248 | $494.0M | 0.45% |
| 10 | VANGUARD INTL EQUITY INDEX F | 5,961 | $438.0M | 0.40% |
Quarterly Changes
New Positions (17)
$45.5B · 561K shares
$28.0B · 372K shares
$25.9B · 41K shares
$3.1B · 19K shares
$2.1B · 7K shares
$1.6B · 13K shares
$1.0B · 24K shares
$772.0M · 2K shares
$494.0M · 1K shares
$438.0M · 6K shares
$377.0M · 1K shares
$311.0M · 2K shares
$280.0M · 2K shares
$274.0M · 1K shares
$243.0M · 541 shares
$237.0M · 6K shares
$211.0M · 988 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 7 | $60.8B | 54.9% |
| Unknown | 2 | $46.0B | 41.5% |
| Energy | 1 | $1.6B | 1.4% |
| Technology | 3 | $1.3B | 1.1% |
| Industrials | 2 | $657.0M | 0.6% |
| Healthcare | 1 | $311.0M | 0.3% |
| Consumer Cyclical | 1 | $243.0M | 0.2% |