CARL STUART INVESTMENT ADVISOR, INC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, CARL STUART INVESTMENT ADVISOR, INC held in its portfolio 17 assets valued at $110,805,265 (i.e. $110.81M).

The most valuable assets in the portfolio included: ISHARES GOLD TR ($45.51M), VANGUARD STAR FDS ($28.05M), and VANGUARD INDEX FDS ($25.87M).

The chart below shows the top 10 valuable assets, and the table below shows the top 17 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in CARL STUART INVESTMENT ADVISOR, INC Portfolio

ISHARES GOLD TR

VANGUARD STAR FDS

VANGUARD INDEX FDS

RAYMOND JAMES FINL INC

VANGUARD INDEX FDS

EXXON MOBIL CORP

ISHARES GOLD TR

MICROSOFT CORP

SPDR GOLD TR

VANGUARD INTL EQUITY INDEX F

CARL STUART INVESTMENT ADVISOR, INC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES GOLD TR	560670	45509568	ISHARES NEW
VANGUARD STAR FDS	371788	28047724	VG TL INTL STK F
VANGUARD INDEX FDS	41246	25866430	S&P 500 ETF SHS
RAYMOND JAMES FINL INC	19115	3069678	COM
VANGUARD INDEX FDS	7461	2082767	MCAP GR IDXVIP
EXXON MOBIL CORP	12913	1553941	COM
ISHARES GOLD TR	24033	1033179	SHARES REPRESENT
MICROSOFT CORP	1597	772429	COM
SPDR GOLD TR	1248	494595	GOLD SHS
VANGUARD INTL EQUITY INDEX F	5961	438457	ALLWRLD EX US
AUTOMATIC DATA PROCESSING IN	1468	377614	COM
JOHNSON & JOHNSON	1506	311667	COM
RTX CORPORATION	1528	280235	COM
APPLE INC	1008	274171	COM
TESLA INC	541	243299	COM
ORIGIN BANCORP INC	6326	237921	COM
ADVANCED MICRO DEVICES INC	988	211590	COM