13F Insight
DOSSIER · 13F-HR · Q2 2026

CARL STUART INVESTMENT ADVISOR, INC

$249M in tracked AUM across 21 positions as of Q2 2026.

CS
CIK 0001910180 · last filed Jun 30, 2026
Total AUM
$249M
as of Q2 2026
Holdings
21
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CARL STUART INVESTMENT ADVISOR, INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$128M346K51.5%02
IAU
ISHARES GOLD TR
$39M514K15.6%03
VXUS
VANGUARD STAR FDS
$34M402K13.8%04
VOO
VANGUARD INDEX FDS
$28M41K11.3%05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$3M6K1.2%06
RJF
RAYMOND JAMES FINL INC
$3M19K1.2%07
IAUM
ISHARES GOLD TRUST MICRO
$3M67K1.1%08
VOT
VANGUARD INDEX FDS
$2M7K0.9%09
XOM
EXXON MOBIL CORP
$2M14K0.8%10
AMZN
AMAZON COM INC
$2M7K0.6%

Filing history

2026Q2Jun 30
$249M▲ 8.6%
21 positionsView →2026Q1Mar 31
$229M▲ 106.6%
27 positionsView →2025Q4Dec 31
$111M▲ 4.1%
17 positionsView →2025Q3Sep 30
$106M▼ 45.5%
17 positionsView →2025Q2Jun 30
$195M▲ 8552.4%
18 positionsLocked2025Q1Mar 31
$2M▼ 98.8%
4 positionsLocked2024Q4Dec 31
$187M▲ 5.4%
19 positionsLocked2024Q3Sep 30
$178M▲ 11.2%
16 positionsLocked2024Q2Jun 30
$160M▲ 3.7%
15 positionsLocked2024Q1Mar 31
$154M▲ 3.9%
15 positionsLocked2023Q4Dec 31
$148M▲ 19.5%
31 positionsLocked2023Q3Sep 30
$124M▼ 4.7%
22 positionsLocked
Showing 12 of 19