Carl Stuart Investment Advisor, Inc Top Holdings and 13F Report (2026) About Carl Stuart Investment Advisor, IncInvestment ActivityCarl Stuart Investment Advisor, Inc has $228.91 million in total holdings as of March 31, 2026.Carl Stuart Investment Advisor, Inc owns shares of 27 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 51.61% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, Carl Stuart Investment Advisor, Inc has purchased 17 new stocks and bought additional shares in 7 stocks.Carl Stuart Investment Advisor, Inc sold shares of 3 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $108,386,922iShares Gold Trust $46,622,693Vanguard Total International Stock ETF $29,001,666Vanguard S&P 500 ETF $24,511,958Berkshire Hathaway $2,902,994 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $108,386,922 Holding084670702 - Berkshire Hathaway $2,902,994 Holding023135106 - Amazon.com $1,412,487 Holding29273V100 - Energy Transfer $1,059,531 Holding808524201 - Schwab US Large-Cap ETF $629,667 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 337,854 shares (about $108.39M)Berkshire Hathaway 6,058 shares (about $2.90M)Amazon.com 6,782 shares (about $1.41M)Energy Transfer 54,898 shares (about $1.06M)Schwab US Large-Cap ETF 24,558 shares (about $629.67K) Largest Sales this Quarter iShares Gold Trust 31,828 shares (about $2.81M)Vanguard S&P 500 ETF 225 shares (about $134.45K)Vanguard Mid-Cap Growth ETF 80 shares (about $20.59K) 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$108,386,922$108,386,922 ▲New Holding337,85447.3%ETFIAUiShares Gold Trust$46,622,693$2,805,955 ▼-5.7%528,84220.4%FinanceVXUSVanguard Total International Stock ETF$29,001,666$333,115 ▲1.2%376,10812.7%ETFVOOVanguard S&P 500 ETF$24,511,958$134,448 ▼-0.5%41,02110.7%ETFBRK.BBerkshire Hathaway$2,902,994$2,902,994 ▲New Holding6,0581.3%FinanceRJFRaymond James Financial$2,767,6610.0%19,1151.2%FinanceXOMExxonMobil$2,201,458$10,688 ▲0.5%12,9761.0%EnergyVOTVanguard Mid-Cap Growth ETF$1,899,418$20,587 ▼-1.1%7,3810.8%ETFIAUMiShares Gold Trust Micro$1,538,018$415,677 ▲37.0%32,9340.7%FinanceAMZNAmazon.com$1,412,487$1,412,487 ▲New Holding6,7820.6%Retail/WholesaleETEnergy Transfer$1,059,531$1,059,531 ▲New Holding54,8980.5%EnergyMSFTMicrosoft$974,141$383,068 ▲64.8%2,6320.4%Computer and TechnologyGLDSPDR Gold Shares$635,538$98,536 ▲18.3%1,4770.3%FinanceSCHXSchwab US Large-Cap ETF$629,667$629,667 ▲New Holding24,5580.3%ETFFNDFSchwab Fundamental International Equity ETF$580,065$580,065 ▲New Holding11,8550.3%ETFVYMIVanguard International High Dividend Yield ETF$566,382$566,382 ▲New Holding6,0100.2%ETFVEUVanguard FTSE All-World ex-US ETF$448,311$676 ▲0.2%5,9700.2%ETFVIGIVanguard International Dividend Appreciation ETF$440,531$440,531 ▲New Holding4,9800.2%ETFJNJJohnson & Johnson$368,1270.0%1,5060.2%MedicalADPAutomatic Data Processing$298,2680.0%1,4680.1%Computer and TechnologyRTXRTX$294,7510.0%1,5280.1%AerospaceGILDGilead Sciences$278,740$278,740 ▲New Holding2,0000.1%MedicalAAPLApple$256,090$254 ▲0.1%1,0090.1%Computer and TechnologyVGKVanguard FTSE Europe ETF$214,977$214,977 ▲New Holding2,6080.1%ETFCVXChevron$211,659$211,659 ▲New Holding1,0230.1%EnergyVOXVanguard Communication Services ETF$205,377$205,377 ▲New Holding1,1420.1%ETFAMDAdvanced Micro Devices$200,9890.0%9880.1%Computer and TechnologyTSLATesla$0$243,299 ▼-100.0%00.0%Auto/Tires/TrucksORIGIN BANCORP INC$0$237,921 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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