Data as of Q4 2025 (Dec 31, 2025)

CARL STUART INVESTMENT ADVISOR, INC

•CIK: 1910180•Filing: Q4 2025

CARL STUART INVESTMENT ADVISOR, INC manages $111M across a portfolio of 17 positions. The strategy exhibits a significant allocation to broad market and commodity exposure, highlighted by the top holding in IAU* at $45.5M. Further diversification is evident with substantial positions in VXUS ($28.0M) and VOO ($25.9M). The remaining capital is deployed across sector-specific and international holdings, including XOM ($1.6M) and MSFT ($0.8M).

Total AUM
$110.8M
QoQ Performance
+4.1%
Positions
15
Top 10 Concentration
98.3%
Latest Filing
Q4 2025

Top Holdings Allocation

IAU*
VXUS
VOO
IAU*41.1%
VXUS25.3%
VOO23.3%
RJF2.8%
VOT1.9%
XOM1.4%
IAUM0.9%
MSFT0.7%

📈 Biggest Buys

VXUS
VANGUARD STAR FDS
+5.0%
25.3% of portfolio
IAUM
ISHARES GOLD TR
+66.4%
0.9% of portfolio
AMD
ADVANCED MICRO DEVICES INC
NEW
0.2% of portfolio
XOM
EXXON MOBIL CORP
+7.5%
1.4% of portfolio
VEU
VANGUARD INTL EQUITY INDEX F
+1.7%
0.4% of portfolio

📉 Biggest Sells

IAU*
ISHARES GOLD TR
-4.0%
41.1% of portfolio
RJF
RAYMOND JAMES FINL INC
-32.9%
2.8% of portfolio
VOO
VANGUARD INDEX FDS
-0.3%
23.3% of portfolio
VOT
VANGUARD INDEX FDS
-1.1%
1.9% of portfolio

Sector Breakdown

Other73.4%
ETF23.3%
Energy1.4%
Technology1.1%
Healthcare0.3%
Industrial0.3%
Consumer0.2%

🚪 Exited Positionssold since Q3 2025

META
META PLATFORMS INC
SOLD
$200.9K

Changes from Q3 2025

NEW1 new position
↑4 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IAU*41.1%
ISHARES GOLD TR
$45.5M
VXUS25.3%
VANGUARD STAR FDS
$28.0M
VOO23.3%
VANGUARD INDEX FDS
$25.9M
RJF2.8%
RAYMOND JAMES FINL INC
$3.1M
VOT1.9%
VANGUARD INDEX FDS
$2.1M

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