Carl Stuart Investment Advisor, Inc Top Holdings and 13F Report (2026) About Carl Stuart Investment Advisor, IncInvestment ActivityCarl Stuart Investment Advisor, Inc has $248.63 million in total holdings as of June 30, 2026.Carl Stuart Investment Advisor, Inc owns shares of 21 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Carl Stuart Investment Advisor, Inc has purchased 27 new stocks and bought additional shares in 6 stocks.Carl Stuart Investment Advisor, Inc sold shares of 8 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $127,946,387iShares Gold Trust $38,787,509Vanguard Total International Stock ETF $34,337,360Vanguard S&P 500 ETF $28,001,889Berkshire Hathaway $3,031,363 Largest New Holdings this Quarter 969457100 - Williams Companies $319,662 Holding682680103 - ONEOK $247,953 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 7,910 shares (about $2.93M)Vanguard Total International Stock ETF 25,546 shares (about $2.18M)iShares Gold Trust Micro 33,665 shares (about $1.35M)Williams Companies 4,300 shares (about $319.66K)ONEOK 2,852 shares (about $247.95K) Largest Sales this Quarter iShares Gold Trust 15,168 shares (about $1.15M)Microsoft 1,034 shares (about $385.71K)Vanguard S&P 500 ETF 250 shares (about $171.70K)Energy Transfer 7,200 shares (about $137.66K)Vanguard Mid-Cap Growth ETF 131 shares (about $40.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCarl Stuart Investment Advisor, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$127,946,387$2,927,014 â–²2.3%345,76451.5%ETFIAUiShares Gold Trust$38,787,509$1,145,335 â–¼-2.9%513,67415.6%ETFVXUSVanguard Total International Stock ETF$34,337,360$2,183,925 â–²6.8%401,65413.8%ETFVOOVanguard S&P 500 ETF$28,001,889$171,702 â–¼-0.6%40,77111.3%ETFBRK.BBerkshire Hathaway$3,031,3630.0%6,0581.2%FinanceRJFRaymond James Financial$2,906,0530.0%19,1151.2%FinanceIAUMiShares Gold Trust Micro$2,664,626$1,346,937 â–²102.2%66,5991.1%ETFVOTVanguard Mid-Cap Growth ETF$2,220,638$40,125 â–¼-1.8%7,2500.9%ETFXOMExxonMobil$1,894,202$120,173 â–²6.8%13,8550.8%EnergyAMZNAmazon.com$1,611,178$5,243 â–¼-0.3%6,7600.6%Consumer DiscretionaryETEnergy Transfer$911,986$137,664 â–¼-13.1%47,6980.4%EnergySCHXSchwab US Large-Cap ETF$722,7420.0%24,5580.3%ETFMSFTMicrosoft$596,097$385,710 â–¼-39.3%1,5980.2%TechnologyGLDSPDR Gold Shares$537,098$6,999 â–¼-1.3%1,4580.2%ETFVEUVanguard FTSE All-World ex-US ETF$502,250$2,261 â–²0.5%5,9970.2%ETFJNJJohnson & Johnson$484,067$101,588 â–²26.6%1,9060.2%HealthcareADPAutomatic Data Processing$328,7590.0%1,4680.1%IndustrialsWMBWilliams Companies$319,662$319,662 â–²New Holding4,3000.1%EnergyRTXRTX$289,9070.0%1,5280.1%IndustrialsAAPLApple$284,844$7,237 â–¼-2.5%9840.1%TechnologyOKEONEOK$247,953$247,953 â–²New Holding2,8520.1%EnergyFNDFSchwab Fundamental International Equity ETF$0$580,065 â–¼-100.0%00.0%ETFVYMIVanguard International High Dividend Yield ETF$0$566,382 â–¼-100.0%00.0%ETFVIGIVanguard International Dividend Appreciation ETF$0$440,531 â–¼-100.0%00.0%ETFGILDGilead Sciences$0$278,740 â–¼-100.0%00.0%HealthcareVGKVanguard FTSE Europe ETF$0$214,977 â–¼-100.0%00.0%ETFCVXChevron$0$211,659 â–¼-100.0%00.0%EnergyVOXVanguard Communication Services ETF$0$205,377 â–¼-100.0%00.0%ETFAMDAdvanced Micro Devices$0$200,989 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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