You're signed outSign in or to get full access.
Carl Stuart Investment Advisor, Inc.
Carl Stuart Investment Advisor, Inc. is a SEC-registered investment advisory firm headquartered in Austin, Texas. Serving primarily individual investors, including both high-net-worth clients and other individuals, the firm manages diversified investment portfolios tailored to client risk tolerance and goals. Founded prior to 2000, it operates with a small team of approximately four employees committed to fiduciary standards and transparent fee structures. The firm is not associated with commission-based sales and typically acts in the best interest of client finances.
Investment Strategy
Carl Stuart Investment Advisor, Inc. primarily provides discretionary and non-discretionary portfolio management for individuals, with a particular focus on high net worth investors. The firm utilizes a diversified investment approach, implementing customized allocation strategies across equities, ETFs, mutual funds, and fixed income securities. The portfolio strategy often emphasizes broad market exposure via index-based products and risk-adjusted allocation to suit each client's financial objectives. Its approach is grounded in fiduciary principles, seeking to achieve long-term growth and preservation of capital while meeting each client's specific needs.
Latest 13F Filing Activity
Carl Stuart Investment Advisor, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $195M. The fund increased holdings in Vanguard Index FDS, Vanguard Star FDS, Vanguard Index FDS among other positions. Carl Stuart Investment Advisor, Inc. reduced exposure to Exxon Mobil Corp., Targa Res Corp., Johnson & Johnson among others.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 51.00% | $99.7M | 327,890 | $244.43 | $303.93 | +$11.0M |
I IAU | ISHARES GOLD TR | 18.85% | $36.8M | 590,679 | $35.72 | $62.36 | +$844.0K |
V VXUS | VANGUARD STAR FDS | 12.07% | $23.6M | 341,227 | $61.65 | $69.09 | +$3.1M |
V VOO | VANGUARD INDEX FDS | 12.06% | $23.6M | 41,474 | $435.24 | $568.03 | +$2.0M |
R RJF | RAYMOND JAMES FINL INC | 2.23% | $4.4M | 28,475 | $128.52 | $153.37 | +$411.7K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more