Steward Partners Investment Advisory, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1723397
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$19.6B
Holdings
4,656
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Steward Partners Investment Advisory, LLC disclosed 4,656 positions worth $19.6B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.4% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 496 new positions and exited 258 — including a new stake in $SPCX and a full exit from $CTRA. The portfolio is most concentrated in Other (44.2% of disclosed assets). All figures are sourced directly from Steward Partners Investment Advisory, LLC’s Form 13F-HR filing with the SEC under CIK 1723397.
AI Fund Analysis
Diversifying
$AAPL3.4% weight
Held 10 quarters
$NVDA3.1% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
2.1% weight
Held 10 quarters
$GOOG2.1% weight
Held 10 quarters
$AMZN1.9% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
9 quarters accumulating
$ABBV9 quarters accumulating
VANGUARD SPECIALIZED FUNDS
9 quarters accumulating
$ADI9 quarters accumulating
PUTNAM ETF TRUST - FOCUSED
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$657.8M2,273,278 sh - 85.9#5
Quality
$609.8M3,047,639 sh ISHARES TR - CORE S&P500 ETF
—Quality
$411.1M548,973 sh- 78.2
Quality
$410.4M1,148,261 sh - 68.7
Quality
$373.9M1,568,850 sh - 79.8
Quality
$372.9M999,760 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$326.2M474,935 sh- 84.5
Quality
$306.6M811,617 sh - 70.7
Quality
$279.3M853,322 sh - —
Quality
$250.7M340,503 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $657.8M | 2,273,278 |
| NVIDIA CORP$NVDA | 85.9#5 | $609.8M | 3,047,639 |
| ISHARES TR - CORE S&P500 ETF | — | $411.1M | 548,973 |
| Alphabet Inc.$GOOG | 78.2 | $410.4M | 1,148,261 |
| AMAZON COM INC$AMZN | 68.7 | $373.9M | 1,568,850 |
 MICROSOFT CORP$MSFT | 79.8 | $372.9M | 999,760 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $326.2M | 474,935 |
 Broadcom Inc.$AVGO | 84.5 | $306.6M | 811,617 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $279.3M | 853,322 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $250.7M | 340,503 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Steward Partners Investment Advisory, LLC's 4,656 positions.
Showing top 10 of 4,656 holdings.
Sector Allocation
Other
$8.7B
Technology
$4.6B
Financials
$2.0B
Consumer Discretionary
$1.0B
Industrials
$971.6M
Healthcare
$836.2M
Energy
$399.1M
Utilities
$274.7M
Top Holdings — Steward Partners Investment Advisory, LLC (Q2 2026)
Top 150 of 4,656 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $657.8M | 3.4% | -7% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $609.8M | 3.1% | -20% | 85.9 |
| 3 | — | ISHARES TR - CORE S&P500 ETF | $411.1M | 2.1% | -22% | — |
| 4 | $GOOG | Alphabet Inc. | $410.4M | 2.1% | -27% | 78.2 |
| 5 | $AMZN | AMAZON COM INC | $373.9M | 1.9% | -22% | 68.7 |
| 6 | $MSFT | MICROSOFT CORP | $372.9M | 1.9% | -6% | 79.8 |
| 7 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $326.2M | 1.7% | +6% | — |
| 8 | $AVGO | Broadcom Inc. | $306.6M | 1.6% | +11% | 84.5 |
| 9 | $JPM | JPMORGAN CHASE & CO | $279.3M | 1.4% | -14% | 70.7 |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $250.7M | 1.3% | -0% | — |
| 11 | — | ISHARES TR - CORE US AGGBD ET | $249.9M | 1.3% | -33% | — |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $244.2M | 1.3% | -1% | — |
| 13 |  $META | Meta Platforms, Inc. | $214.5M | 1.1% | -43% | 79.6 |
| 14 |  $GOOGL | Alphabet Inc. | $190.8M | 1.0% | -10% | 78.2 |
| 15 | — | ISHARES TR - CORE MSCI EAFE | $144.5M | 0.7% | -48% | — |
| 16 |  $LLY | ELI LILLY & Co | $139.8M | 0.7% | +27% | 87.5 |
| 17 | — | ISHARES TR - CORE S&P SCP ETF | $134.9M | 0.7% | -43% | — |
| 18 |  $GLD | SPDR GOLD TRUST | $133.5M | 0.7% | -42% | — |
| 19 |  $AMD | ADVANCED MICRO DEVICES INC | $131.8M | 0.7% | +16% | 79.8 |
| 20 |  $WMT | Walmart Inc. | $128.2M | 0.7% | +2% | 60.2 |
| 21 |  $V | VISA INC. | $127.1M | 0.7% | -31% | 82.9 |
| 22 | — | VANGUARD INDEX FDS - GROWTH ETF | $123.6M | 0.6% | +512% | — |
| 23 | — | ISHARES TR - RUS 1000 GRW ETF | $122.5M | 0.6% | +204% | — |
| 24 | $ABBV | AbbVie Inc. | $119.6M | 0.6% | +9% | 72.6 |
| 25 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $117.4M | 0.6% | +1% | — |
| 26 |  $JNJ | JOHNSON & JOHNSON | $117.2M | 0.6% | -27% | 69 |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $110.3M | 0.6% | -23% | 73.8 |
| 28 |  $WT | WisdomTree, Inc. | $109.4M | 0.6% | -0% | 59.9 |
| 29 | — | ISHARES TR - S&P 500 GRWT ETF | $109.4M | 0.6% | -42% | — |
| 30 | — | ISHARES TR - CORE S&P MCP ETF | $106.9M | 0.6% | -55% | — |
| 31 | — | ISHARES INC - CORE MSCI EMKT | $104.1M | 0.5% | -72% | — |
| 32 | — | VANGUARD INDEX FDS - VALUE ETF | $94.8M | 0.5% | +1% | — |
| 33 |  $IVZ | Invesco Ltd. | $94.6M | 0.5% | +4% | — |
| 34 | — | FRANKLIN TEMPLETON ETF TR - US LRG CP MLTFCT | $93.2M | 0.5% | -3% | — |
| 35 | — | ISHARES TR - RUS 1000 VAL ETF | $92.6M | 0.5% | +0% | — |
| 36 |  $CAT | CATERPILLAR INC | $91.6M | 0.5% | -11% | 66.5 |
| 37 |  $GEV | GE Vernova Inc. | $88.6M | 0.5% | -2% | 81.1 |
| 38 |  $COST | COSTCO WHOLESALE CORP /NEW | $85.2M | 0.4% | -43% | 66.2 |
| 39 |  $HD | HOME DEPOT, INC. | $84.5M | 0.4% | -6% | 60.3 |
| 40 |  $CSCO | CISCO SYSTEMS, INC. | $83.0M | 0.4% | +12% | 70.3 |
| 41 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $81.7M | 0.4% | +0% | — |
| 42 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $81.7M | 0.4% | +3% | — |
| 43 |  $AMAT | APPLIED MATERIALS INC /DE | $79.2M | 0.4% | -11% | 72.3 |
| 44 |  $PANW | Palo Alto Networks Inc | $75.9M | 0.4% | -48% | 65.5 |
| 45 |  $ETN | Eaton Corp plc | $75.8M | 0.4% | +7% | — |
| 46 |  $XOM.R34088 | EXXON MOBIL CORP | $75.3M | 0.4% | -4% | 57.9 |
| 47 |  $LRCX | LAM RESEARCH CORP | $75.0M | 0.4% | +108% | 79.4 |
| 48 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $73.5M | 0.4% | +10% | — |
| 49 |  $SNDK | Sandisk Corp | $73.4M | 0.4% | +2% | 87.7 |
| 50 | — | ISHARES TR - EXPND TEC SC ETF | $73.0M | 0.4% | -45% | — |
| 51 | — | VANGUARD INDEX FDS - MID CAP ETF | $69.4M | 0.3% | +349% | — |
| 52 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $64.7M | 0.3% | -2% | — |
| 53 |  $MU | MICRON TECHNOLOGY INC | $64.1M | 0.3% | -14% | 86.2 |
| 54 | — | ISHARES TR - RUS MID CAP ETF | $62.8M | 0.3% | +3% | — |
| 55 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $61.3M | 0.3% | NEW | — |
| 56 |  $CRWD | CrowdStrike Holdings, Inc. | $61.0M | 0.3% | -52% | 67.7 |
| 57 |  $TSLA | Tesla, Inc. | $60.5M | 0.3% | -34% | 53.9 |
| 58 | $ADI | ANALOG DEVICES INC | $60.2M | 0.3% | +3% | 79.2 |
| 59 | — | VANGUARD WORLD FD - INF TECH ETF | $58.9M | 0.3% | +806% | — |
| 60 | — | ISHARES TR - CORE MSCI TOTAL | $56.7M | 0.3% | +37% | — |
| 61 | — | ISHARES TR - ISHARES SEMICDTR | $56.7M | 0.3% | +144% | — |
| 62 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $56.7M | 0.3% | +23% | — |
| 63 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $55.9M | 0.3% | -5% | — |
| 64 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $54.5M | 0.3% | +7% | — |
| 65 | — | ISHARES TR - MSCI USA MIN ETF | $53.9M | 0.3% | -12% | — |
| 66 |  $CVX | CHEVRON CORP | $53.7M | 0.3% | -37% | 62.8 |
| 67 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $53.5M | 0.3% | +5% | — |
| 68 | $WT | WisdomTree, Inc. | $53.4M | 0.3% | +10% | 59.9 |
| 69 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $51.9M | 0.3% | -3% | — |
| 70 | — | ISHARES TR - MSCI USA QLT FCT | $51.6M | 0.3% | -19% | — |
| 71 | — | ALLSPRING EXCHANGE TRADED FU - CORE PLUS ETF | $51.4M | 0.3% | +8% | — |
| 72 |  $MPC | Marathon Petroleum Corp | $50.6M | 0.3% | -0% | 61 |
| 73 | $IVZ | Invesco Ltd. | $50.4M | 0.3% | +16% | — |
| 74 |  $NEE | NEXTERA ENERGY INC | $49.9M | 0.3% | +19% | 64.6 |
| 75 | — | ISHARES TR - CORE DIVID ETF | $49.5M | 0.3% | +5% | — |
| 76 |  $RTX | RTX Corp | $48.4M | 0.3% | +22% | 73.2 |
| 77 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $48.1M | 0.3% | -2% | — |
| 78 | — | ISHARES TR - S&P MC 400GR ETF | $47.9M | 0.2% | +33% | — |
| 79 | — | ISHARES TR - CORE DIV GRWTH | $47.7M | 0.2% | -10% | — |
| 80 |  $TT | Trane Technologies plc | $46.3M | 0.2% | +6% | — |
| 81 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $46.1M | 0.2% | +91% | — |
| 82 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $45.8M | 0.2% | +16% | — |
| 83 |  $MCD | MCDONALDS CORP | $43.9M | 0.2% | -43% | 69 |
| 84 |  $VZ | VERIZON COMMUNICATIONS INC | $43.8M | 0.2% | -30% | 65.8 |
| 85 |  $GS | GOLDMAN SACHS GROUP INC | $43.6M | 0.2% | -11% | 73.5 |
| 86 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $42.8M | 0.2% | +12% | — |
| 87 |  $GLW | CORNING INC /NY | $42.5M | 0.2% | +38% | 73.7 |
| 88 |  $UNH | UNITEDHEALTH GROUP INC | $42.4M | 0.2% | +6% | 62.7 |
| 89 | — | ISHARES TR - 0-3 MTH TREASURY | $42.2M | 0.2% | -43% | — |
| 90 |  $NFLX | NETFLIX INC | $42.2M | 0.2% | +12% | 78.8 |
| 91 |  $PG | PROCTER & GAMBLE Co | $42.1M | 0.2% | -4% | 64.6 |
| 92 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $41.5M | 0.2% | +12% | 70 |
| 93 |  $CB | Chubb Ltd | $41.4M | 0.2% | -6% | — |
| 94 |  $MRK | Merck & Co., Inc. | $41.0M | 0.2% | +4% | 59.9 |
| 95 | — | ISHARES TR - CORE HIGH DV ETF | $40.9M | 0.2% | +380% | — |
| 96 | — | ISHARES TR - JPMORGAN USD EMG | $40.8M | 0.2% | -45% | — |
| 97 |  $TJX | TJX COMPANIES INC /DE/ | $40.8M | 0.2% | +6% | 68.7 |
| 98 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $40.7M | 0.2% | +2% | — |
| 99 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $40.1M | 0.2% | -0% | 40.1 |
| 100 |  $IAU | ISHARES GOLD TRUST | $40.0M | 0.2% | -17% | — |
| 101 |  $GE | GENERAL ELECTRIC CO | $38.7M | 0.2% | +1% | 73.8 |
| 102 |  $ANET | Arista Networks, Inc. | $38.5M | 0.2% | +48% | 81.9 |
| 103 | — | PACER FDS TR - US CASH COWS 100 | $38.3M | 0.2% | +0% | — |
| 104 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $37.2M | 0.2% | -54% | — |
| 105 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $37.0M | 0.2% | -2% | — |
| 106 | — | VANGUARD INDEX FDS - SMALL CP ETF | $36.3M | 0.2% | +27% | — |
| 107 |  $MSI | Motorola Solutions, Inc. | $36.3M | 0.2% | +0% | 71.8 |
| 108 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $36.2M | 0.2% | +12% | — |
| 109 |  $KO | COCA COLA CO | $36.1M | 0.2% | +2% | 69.5 |
| 110 |  $MA | Mastercard Inc | $35.9M | 0.2% | -6% | 85.1 |
| 111 | — | ISHARES TR - S&P 100 ETF | $34.8M | 0.2% | -1% | — |
| 112 |  $AXP | AMERICAN EXPRESS CO | $34.4M | 0.2% | -7% | 69.4 |
| 113 |  $ORCL | ORACLE CORP | $34.2M | 0.2% | -3% | 66.2 |
| 114 |  $UBER | Uber Technologies, Inc | $34.2M | 0.2% | -59% | 73.5 |
| 115 |  $UNP | UNION PACIFIC CORP | $34.2M | 0.2% | +3% | 69.7 |
| 116 | — | ISHARES TR - FLTG RATE NT ETF | $34.0M | 0.2% | -40% | — |
| 117 | — | ISHARES TR - 1 3 YR TREAS BD | $33.7M | 0.2% | -62% | — |
| 118 |  $SYK | STRYKER CORP | $33.5M | 0.2% | -66% | 72.1 |
| 119 | — | ISHARES TR - RUSSELL 2000 ETF | $33.4M | 0.2% | +42% | — |
| 120 |  $ALL | ALLSTATE CORP | $32.9M | 0.2% | +5% | 78.5 |
| 121 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $32.8M | 0.2% | +24% | — |
| 122 | $WT | WisdomTree, Inc. | $32.5M | 0.2% | +1% | 59.9 |
| 123 |  $WFC | WELLS FARGO & COMPANY/MN | $32.5M | 0.2% | +43% | 61.8 |
| 124 | — | SPDR SERIES TRUST - ST STR SP DIV | $32.1M | 0.2% | -2% | — |
| 125 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | $31.6M | 0.2% | -1% | — |
| 126 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $31.6M | 0.2% | NEW | — |
| 127 |  $LMT | LOCKHEED MARTIN CORP | $31.4M | 0.2% | +8% | 65.6 |
| 128 |  $APH | AMPHENOL CORP /DE/ | $30.8M | 0.2% | +3% | 79.3 |
| 129 |  $BAC | BANK OF AMERICA CORP /DE/ | $30.7M | 0.2% | -2% | 67.6 |
| 130 |  $CRWV | CoreWeave, Inc. | $30.4M | 0.2% | +21% | 52.2 |
| 131 |  $CMI | CUMMINS INC | $30.3M | 0.1% | +23% | 58.1 |
| 132 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST SMID | $30.3M | 0.1% | +8% | — |
| 133 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $29.9M | 0.1% | -51% | — |
| 134 |  $JCI | Johnson Controls International plc | $29.8M | 0.1% | +3% | — |
| 135 | — | PGIM ETF TR - AAA CLO ETF | $29.4M | 0.1% | +13% | — |
| 136 | — | GLOBAL X FDS - US INFR DEV ETF | $29.1M | 0.1% | +48% | — |
| 137 |  $PSX | Phillips 66 | $29.0M | 0.1% | +23% | 57.8 |
| 138 |  $AMGN | AMGEN INC | $28.8M | 0.1% | +4% | 79.2 |
| 139 | — | ISHARES TR - 10-20 YR TRS ETF | $28.3M | 0.1% | -1% | — |
| 140 |  $CRM | Salesforce, Inc. | $28.3M | 0.1% | -6% | 77 |
| 141 |  $TXN | TEXAS INSTRUMENTS INC | $28.1M | 0.1% | +18% | 73.4 |
| 142 | — | RBB FD INC - F/M US TREASURY | $28.0M | 0.1% | +1% | — |
| 143 |  $COHR | COHERENT CORP. | $28.0M | 0.1% | +1692% | 58.5 |
| 144 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $27.6M | 0.1% | -1% | — |
| 145 |  $APLD | Applied Digital Corp. | $27.3M | 0.1% | +3415% | 35.8 |
| 146 |  $ASML | ASML HOLDING NV | $27.3M | 0.1% | -4% | — |
| 147 |  $APD | Air Products & Chemicals, Inc. | $27.2M | 0.1% | +1% | 46.4 |
| 148 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $26.6M | 0.1% | +103% | — |
| 149 |  $VRT | Vertiv Holdings Co | $26.5M | 0.1% | -32% | 81 |
| 150 |  $PM | Philip Morris International Inc. | $26.3M | 0.1% | -2% | 75.9 |
New Positions (496)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$31.6M
$SEDG SOLAREDGE TECHNOLOGIES, INC.$12.4M
$HONA Honeywell Aerospace Inc.$8.6M
$MXL MAXLINEAR, INC$8.5M DOUBLELINE ETF TRUST - COMMERCIAL REAL$6.6M
FRANKLIN TEMPLETON ETF TR - US CORE BOND ETF$2.7M
SERIES PORTFOLIOS TR - EQUAB EQUIT ETF$2.2M
PROSHARES TR - ULTR SHO S&P 500$1.9M
$IRT INDEPENDENCE REALTY TRUST, INC.$1.9M
$SFBS ServisFirst Bancshares, Inc.$1.9M
$FDXF FedEx Freight Holding Company, Inc.$1.6M
$SIG SIGNET JEWELERS LTD$1.5M
$AEF abrdn Emerging Markets ex-China Fund, Inc.$1.4M
$INGN Inogen Inc$1.3M
$PSUS Pershing Square USA, Ltd.$1.0MExited Positions (258)
$CTRA Coterra Energy Inc. ABACUS FCF ETF TR
BLACKROCK 2037 MUNICIPAL TAR
$SN SharkNinja, Inc. TIDAL TRUST III
$J JACOBS SOLUTIONS INC.
$TW Tradeweb Markets Inc. AMERICAN CENTY ETF TR
$RGLD ROYAL GOLD INC ADVISORS INNER CIRCLE FD
$PODD INSULET CORP
$CPRT COPART INC
$HOLX HOLOGIC INC
$TRMB TRIMBLE INC.
$L LOEWS CORPBrowse Top Institutional Investors
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