CARL STUART INVESTMENT ADVISOR, INC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Austin, TX
CIK
0001910180
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 31 148,498 VTI, IAU, VOO, VXUS 13F-HR 1/11/2024 000195175724000014
Q3 2023 22 124,233 VTI, IAU, VOO, VXUS 13F-HR 10/10/2023 000195175723000521
Q2 2023 23 130,322 VTI, IAU, VOO, VXUS 13F-HR 7/19/2023 000195175723000394
Q1 2023 39 104,498 MRO, WBD, BR, HHC 13F-HR 4/10/2023 000195175723000124
Q4 2022 25 108,211 VTI, VOO, IAU, VXUS 13F-HR 2/13/2023 000191018023000001
Q3 2022 24 112,846 VTI, IAU, VOO, VXUS 13F-HR 11/10/2022 000191018022000007
Q2 2022 25 114,964 VTI, IAU, VOO, VXUS 13F-HR 8/11/2022 000191018022000006
Q1 2022 96 1,375,668 VTI, IAU, VOO, VXUS RESTATEMENT 5/4/2022 000191018022000005
Q4 2021 27 137,759 VTI, VOO, IAU, VXUS 13F-HR 2/14/2022 000191018022000001
Additional filings from Carl Stuart Investment Advisor, Inc that have since been restated