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CARL STUART INVESTMENT ADVISOR, INC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $269,780,316
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $135,602,772
- ISHARES GOLD TR · ISHARES NEW · 464285204 · shares: $38,055,172
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $35,983,324
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $27,826,629
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $4,635,365
- ISHARES GOLD TRUST MICRO · SHS REPSTG UN TR · 46436F103 · shares: $4,100,117
- APPLE INC · COM · 037833100 · shares: $3,328,370
- EXXONMOBIL HOLDINGS CORP · COM SHS · 30233Q108 · shares: $3,305,822
- RAYMOND JAMES FINL INC · COM · 754730109 · shares: $3,207,497
- VANGUARD INDEX FDS · MRNGSTR MD CP GR · 922908538 · shares: $1,970,686
Reported holdings
30 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 365,663 shares | $135,602,772 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 489,267 shares | $38,055,172 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 432,471 shares | $35,983,324 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 40,219 shares | $27,826,629 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 8,058 shares | $4,635,365 |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 46436F103 | — | 99,435 shares | $4,100,117 |
| APPLE INC | COM | 037833100 | — | 9,491 shares | $3,328,370 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 20,068 shares | $3,305,822 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 19,115 shares | $3,207,497 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 6,849 shares | $1,970,686 |
| AMAZON COM INC | COM | 023135106 | — | 6,780 shares | $1,809,785 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 61,174 shares | $1,167,810 |
| MICROSOFT CORP | COM | 594918104 | — | 2,030 shares | $1,106,922 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,458 shares | $975,536 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 24,558 shares | $727,654 |
| PHILLIPS 66 | COM | 718546104 | — | 2,855 shares | $722,372 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 5,120 shares | $688,482 |
| CATERPILLAR INC | COM | 149123101 | — | 1,119 shares | $670,004 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,420 shares | $538,933 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,668 shares | $503,985 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 6,011 shares | $489,708 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 971 shares | $316,486 |
| RTX CORPORATION | COM | 75513E101 | — | 1,536 shares | $301,532 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,374 shares | $289,612 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,077 shares | $265,060 |
| APPLIED MATLS INC | COM | 038222105 | — | 705 shares | $261,203 |
| HOME DEPOT INC | COM | 437076102 | — | 728 shares | $257,290 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,458 shares | $245,412 |
| 3M CO | COM | 88579Y101 | — | 1,189 shares | $224,256 |
| TEXAS CAP BANCSHARES INC | COM | 88224Q107 | — | 2,000 shares | $202,520 |