CARL STUART INVESTMENT ADVISOR, INC — 13F holdings

CARL STUART INVESTMENT ADVISOR, INC reported 21 holdings worth $249M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $128M (51.5%)
  2. IAU ISHARES GOLD TR — $38.8M (15.6%)
  3. VXUS VANGUARD STAR FDS — $34.3M (13.8%)
  4. VOO VANGUARD INDEX FDS — $28.0M (11.3%)
  5. BRK.B BERKSHIRE HATHAWAY INC DEL — $3.03M (1.2%)
  6. RJF RAYMOND JAMES FINL INC — $2.91M (1.2%)
  7. IAUM ISHARES GOLD TR — $2.66M (1.1%)
  8. VOT VANGUARD INDEX FDS — $2.22M (0.9%)
  9. XOM Exxon Mobil Corp — $1.89M (0.8%)
  10. AMZN AMAZON COM INC — $1.61M (0.6%)