Back to investors
CARL STUART INVESTMENT ADVISOR, INC
CARL STUART INVESTMENT ADVISOR, INC
Latest filing: 2026-06-30
CARL STUART INVESTMENT ADVISOR, INC runs CARL STUART INVESTMENT ADVISOR, INC and currently holds 21 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $248.63M. Their top holdings are VTI, VXUS, VOO, BRK-B, RJF. The top five represent 78.9% of reported portfolio weight. CARL STUART INVESTMENT ADVISOR, INC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CARL STUART INVESTMENT ADVISOR, INC initiated 2 new positions. They added to 6 existing positions. They trimmed 7 positions. Their current best-performing preview position is VOT with returns of +19.02%.
Sign in to enable email alerts for this investor.
Showper page
21 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 51.46% | $321.94 | $378.25 | +17.49% | Added +2.34% |
 VXUS VANGUARD STAR FDS | 13.81% | $64.32 | $87.71 | +36.37% | Added +6.79% |
 VOO VANGUARD INDEX FDS | 11.26% | $435.24 | $703.77 | +61.70% | Trimmed -0.61% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 1.22% | $479.20 | $495.77 | +3.46% | Held |
 RJF RAYMOND JAMES FINL INC | 1.17% | $128.52 | $175.15 | +36.28% | Held |
 IAUM ISHARES GOLD TRUST MICRO | 1.07% | $40.34 | $46.00 | +14.02% | Added +102.22% |
 VOT VANGUARD INDEX FDS | 0.89% | $254.62 | $305.59 | +20.02% | Trimmed -1.77% |
 XOM EXXON MOBIL CORP | 0.76% | $76.62 | $165.11 | +115.49% | Added +6.77% |
 AMZN AMAZON COM INC | 0.65% | $208.27 | $258.63 | +24.18% | Trimmed -0.32% |
 ET ENERGY TRANSFER L P | 0.37% | $19.30 | $21.20 | +9.82% | Trimmed -13.12% |
Showing 1-10 of 21