§ 13F · FUND PROFILE
CARL STUART INVESTMENT ADVISOR, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $195.4T (13F)Positions · 18Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$211.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 561K | $45.5T | 41.1% | −4% |
| 2 | VXUS | VANGUARD STAR FDS | 372K | $28.0T | 25.3% | +5% |
| 3 | VOO | VANGUARD INDEX FDS | 41K | $25.9T | 23.3% | ±0% |
| 4 | RJF | RAYMOND JAMES FINL INC | 19K | $3.1T | 2.8% | −33% |
| 5 | VOT | VANGUARD INDEX FDS | 7K | $2.1T | 1.9% | −1% |
| 6 | XOM | EXXON MOBIL CORP | 13K | $1.6T | 1.4% | +7% |
| 7 | IAUM | ISHARES GOLD TR | 24K | $1.0T | 0.9% | +66% |
| 8 | MSFT | MICROSOFT CORP | 2K | $772.4B | 0.7% | ±0% |
| 9 | GLD | SPDR GOLD TR | 1K | $494.6B | 0.4% | ±0% |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 6K | $438.5B | 0.4% | +2% |
§ 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 $195399.4 trillion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed