13F HOLDINGS REPORT
CARL STUART INVESTMENT ADVISOR, INC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001951757-26-000458
Total Value
$110.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES GOLD TR | IAU | 560,670 | $45.5M | 41.07% |
| 2 | VANGUARD STAR FDS | 921909768 | 371,788 | $28.0M | 25.31% |
| 3 | VANGUARD INDEX FDS | 922908363 | 41,246 | $25.9M | 23.34% |
| 4 | RAYMOND JAMES FINL INC | 754730109 | 19,115 | $3.1M | 2.77% |
| 5 | VANGUARD INDEX FDS | 922908538 | 7,461 | $2.1M | 1.88% |
| 6 | EXXON MOBIL CORP | XOM | 12,913 | $1.6M | 1.40% |
| 7 | ISHARES GOLD TR | IAU | 24,033 | $1.0M | 0.93% |
| 8 | MICROSOFT CORP | MSFT | 1,597 | $772,429 | 0.70% |
| 9 | SPDR GOLD TR | GLD | 1,248 | $494,595 | 0.45% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042775 | 5,961 | $438,457 | 0.40% |
| 11 | AUTOMATIC DATA PROCESSING IN | ADP | 1,468 | $377,614 | 0.34% |
| 12 | JOHNSON & JOHNSON | JNJ | 1,506 | $311,667 | 0.28% |
| 13 | RTX CORPORATION | RTX | 1,528 | $280,235 | 0.25% |
| 14 | APPLE INC | AAPL | 1,008 | $274,171 | 0.25% |
| 15 | TESLA INC | TSLA | 541 | $243,299 | 0.22% |
| 16 | ORIGIN BANCORP INC | OBK | 6,326 | $237,921 | 0.21% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 988 | $211,590 | 0.19% |