13F HOLDINGS REPORT
CARL STUART INVESTMENT ADVISOR, INC
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001951757-25-001239
Total Value
$106.4M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES GOLD TR | IAU | 583,889 | $42.5M | 39.92% |
| 2 | VANGUARD STAR FDS | 921909768 | 353,946 | $26.0M | 24.43% |
| 3 | VANGUARD INDEX FDS | 922908363 | 41,375 | $25.3M | 23.80% |
| 4 | RAYMOND JAMES FINL INC | 754730109 | 28,475 | $4.9M | 4.62% |
| 5 | VANGUARD INDEX FDS | 922908538 | 7,542 | $2.2M | 2.08% |
| 6 | EXXON MOBIL CORP | XOM | 12,014 | $1.4M | 1.27% |
| 7 | MICROSOFT CORP | MSFT | 1,597 | $827,076 | 0.78% |
| 8 | ISHARES GOLD TR | IAU | 14,446 | $556,171 | 0.52% |
| 9 | SPDR GOLD TR | GLD | 1,248 | $443,627 | 0.42% |
| 10 | AUTOMATIC DATA PROCESSING IN | ADP | 1,468 | $430,858 | 0.40% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042775 | 5,860 | $418,204 | 0.39% |
| 12 | JOHNSON & JOHNSON | JNJ | 1,506 | $279,243 | 0.26% |
| 13 | APPLE INC | AAPL | 1,008 | $256,650 | 0.24% |
| 14 | RTX CORPORATION | RTX | 1,528 | $255,680 | 0.24% |
| 15 | TESLA INC | TSLA | 541 | $240,594 | 0.23% |
| 16 | ORIGIN BANCORP INC | OBK | 6,326 | $218,374 | 0.21% |
| 17 | META PLATFORMS INC | META | 274 | $200,945 | 0.19% |