CARL STUART INVESTMENT ADVISOR, INC 13F Holdings

CIK 0001910180 · AUSTIN, TX

As of Sep 30, 2025, CARL STUART INVESTMENT ADVISOR, INC reported 17 positions worth 06.4M in its SEC Form 13F filing.

Top 17 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES GOLD TRUSTIAU—583,889$42.5M39.92%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—353,946$26.0M24.43%
VANGUARD 500 INDEX FUNDVOO—41,375$25.3M23.80%
RAYMOND JAMES FINANCIAL INCRJFFinancial Services28,475$4.9M4.62%
VANGUARD MID-CAP GROWTH ETFVOT—7,542$2.2M2.08%
EXXON MOBIL CORPXOMEnergy12,014 .4M1.27%
MICROSOFT CORPMSFTTechnology1,597$827.1K0.78%
ISHARES GOLD TRUST MICROIAUM—14,446$556.2K0.52%
SPDR GOLD TRUSTGQ9—1,248$443.6K0.42%
AUTOMATIC DATA PROCESSING INCADPIndustrials1,468$430.9K0.40%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—5,860$418.2K0.39%
JOHNSON & JOHNSONJNJHealthcare1,506$279.2K0.26%
APPLE INCAAPLTechnology1,008$256.7K0.24%
RTX CORPRTXEquity1,528$255.7K0.24%
TESLA INCTSLAConsumer Cyclical541$240.6K0.23%
ORIGIN BANCORP INCOBKFinancial Services6,326$218.4K0.21%
META PLATFORMS INCMETACommunication Services274$200.9K0.19%