Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CARL STUART INVESTMENT ADVISOR, INC (CIK 1910180) reported $228.9M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($108.4M, 47.35%), IAU ($46.6M, 20.37%), VXUS ($29.0M, 12.67%), VOO ($24.5M, 10.71%), BRK/B ($2.9M, 1.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $108.4M | 47.35% | 337,854 | New |
| 2 | IAU | ISHARES GOLD TR | $46.6M | 20.37% | 528,842 | Trimmed |
| 3 | VXUS | VANGUARD STAR FDS | $29.0M | 12.67% | 376,108 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $24.5M | 10.71% | 41,021 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.27% | 6,058 | New |
| 6 | RJF | RAYMOND JAMES FINL INC | $2.8M | 1.21% | 19,115 | Hold |
| 7 | XOM | EXXON MOBIL CORP | $2.2M | 0.96% | 12,976 | Added |
| 8 | VOT | VANGUARD INDEX FDS | $1.9M | 0.83% | 7,381 | Trimmed |
| 9 | IAUM | ISHARES GOLD TR | $1.5M | 0.67% | 32,934 | Added |
| 10 | AMZN | AMAZON COM INC | $1.4M | 0.62% | 6,782 | New |
| 11 | ET | ENERGY TRANSFER L P | $1.1M | 0.46% | 54,898 | New |
| 12 | MSFT | MICROSOFT CORP | $974,141 | 0.43% | 2,632 | Added |
| 13 | GLD | SPDR GOLD TR | $635,538 | 0.28% | 1,477 | Added |
| 14 | SCHX | SCHWAB STRATEGIC TR | $629,667 | 0.28% | 24,558 | New |
| 15 | FNDF | SCHWAB STRATEGIC TR | $580,065 | 0.25% | 11,855 | New |
| 16 | VYMI | VANGUARD WHITEHALL FDS | $566,382 | 0.25% | 6,010 | New |
| 17 | VEU | VANGUARD INTL EQUITY INDEX F | $448,311 | 0.20% | 5,970 | Added |
| 18 | VIGI | VANGUARD WHITEHALL FDS | $440,531 | 0.19% | 4,980 | New |
| 19 | JNJ | JOHNSON & JOHNSON | $368,127 | 0.16% | 1,506 | Hold |
| 20 | RTX | RTX CORPORATION | $294,751 | 0.13% | 1,528 | Hold |
| 21 | ADP | AUTOMATIC DATA PROCESSING IN | $298,268 | 0.13% | 1,468 | Hold |
| 22 | GILD | GILEAD SCIENCES INC | $278,740 | 0.12% | 2,000 | New |
| 23 | AAPL | APPLE INC | $256,090 | 0.11% | 1,009 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $200,989 | 0.09% | 988 | Hold |
| 25 | CVX | CHEVRON CORPORATION | $211,659 | 0.09% | 1,023 | New |
Source: SEC Form 13F filings · as of 2026-03-31