§ 13F · FUND PROFILE
CARL STUART INVESTMENT ADVISOR, INC.
AUM · $106M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$568K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 346K | $128M | 51.5% | +2% |
| 2 | IAU | ISHARES GOLD TR | 514K | $39M | 15.6% | −3% |
| 3 | VXUS | VANGUARD STAR FDS | 402K | $34M | 13.8% | +7% |
| 4 | VOO | VANGUARD INDEX FDS | 41K | $28M | 11.3% | −1% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 6K | $3M | 1.2% | ±0% |
| 6 | RJF | RAYMOND JAMES FINL INC | 19K | $3M | 1.2% | ±0% |
| 7 | IAUM | ISHARES GOLD TRUST MICRO | 67K | $3M | 1.1% | +102% |
| 8 | VOT | VANGUARD INDEX FDS | 7K | $2M | 0.9% | −2% |
| 9 | XOM | EXXON MOBIL CORP | 14K | $2M | 0.8% | +7% |
| 10 | AMZN | AMAZON COM INC | 7K | $2M | 0.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CARL SIGNAL
AC read
CARL STUART INVESTMENT ADVISOR, INC is a Other fund managing $106 million in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →