13F Filings History of CARL STUART INVESTMENT ADVISOR, INC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$110,805,265
Signature - Title
Carl Stuart - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by CARL STUART INVESTMENT ADVISOR, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CARL STUART INVESTMENT ADVISOR, INC reported 17 stock holdings with total value $110,805,265 as of Q4 2025. Top holdings included IAU, VXUS, VOO, RJF, and VOT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 17 $110,805,265 +$2,085,351 -$3,692,263 -$1,606,912 IAU, VXUS, VOO, RJF, VOT 13F-HR 13 Feb 2026, 14:48
Q3 2025 17 $106,440,097 +$1,424,019 -$100,820,093 -$99,396,074 IAU, VXUS, VOO, RJF, VOT 13F-HR 03 Nov 2025, 08:57
Q2 2025 18 $195,399,371 +$2,891,016 -$1,512,082 +$1,378,934 VTI, IAU, VXUS, VOO, RJF 13F-HR 25 Jul 2025, 09:21
Q1 2025 16 $177,141,099 +$921,051 -$11,715,838 -$10,794,787 VTI, IAU, VOO, VXUS, RJF 13F-HR 23 Apr 2025, 09:36
Q4 2024 19 $187,365,721 +$11,147,690 -$3,322,938 +$7,824,752 VTI, IAU, VOO, VXUS, VTWV 13F-HR 10 Feb 2025, 10:23
Q3 2024 16 $177,826,086 +$8,750,656 -$2,010,964 +$6,739,692 VTI, IAU, VOO, VXUS, RJF Restatement 21 Oct 2024, 09:17
Q2 2024 15 $159,881,115 +$2,552,368 -$1,180,746 +$1,371,622 VTI, IAU, VOO, VXUS, RJF 13F-HR 31 Jul 2024, 16:04
Q1 2024 15 $154,226,567 +$12,233,017 -$16,183,051 -$3,950,034 VTI, IAU, VOO, VXUS, RJF 13F-HR 24 Apr 2024, 16:56
Q4 2023 31 $146,705,841 +$9,278,251 -$618,962 +$8,659,289 VTI, IAU, VOO, VXUS, VOT 13F-HR 11 Jan 2024, 20:46
Q3 2023 22 $124,233,425 +$382,104 -$1,506,340 -$1,124,236 VTI, IAU, VOO, VXUS, VOT 13F-HR 10 Oct 2023, 10:37
Q2 2023 23 $130,322,024 +$4,817,709 -$13,801,669 -$8,983,960 VTI, IAU, VOO, VXUS, VOT 13F-HR 19 Jul 2023, 14:22
Q1 2023 39 $13,801,669 $0 $0 $0 HHC, MSEX, OBK, MBC 13F-HR 10 Apr 2023, 13:26
Q4 2022 25 $108,211,901 +$1,289,995 -$8,573,816 -$7,283,821 VTI, VOO, IAU, VXUS, VOT 13F-HR 13 Feb 2023, 14:47
Q3 2022 24 $112,846,000 +$1,080,512 -$618,830 +$461,682 VTI, IAU, VOO, VXUS, VOT 13F-HR 10 Nov 2022, 13:38
Q2 2022 25 $114,964,000 +$1,497,000 $0 +$1,497,000 VTI, IAU, VOO, VXUS, VOT 13F-HR 11 Aug 2022, 12:25
Q1 2022 96 $0 $0 $0 $0 Restatement 04 May 2022, 11:42
Q4 2021 27 $137,759,000 $0 $0 $0 VTI, VOO, IAU, VXUS, VOT 13F-HR 14 Feb 2022, 18:16