What does Steward Partners Investment Advisory, LLC hold?

Steward Partners Investment Advisory, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL, NVDA. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1723397.

What is Steward Partners Investment Advisory, LLC's AUM?

Steward Partners Investment Advisory, LLC reported approximately $19.6B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $36.7B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Steward Partners Investment Advisory, LLC's holdings?

All Steward Partners Investment Advisory, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1723397. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Steward Partners Investment Advisory, LLC's 13F data updated on 13F Pro?

Steward Partners Investment Advisory, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Steward Partners Investment Advisory, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1723397

Institutional-grade research for retail investors

Sector Allocation

Other44.2%$8.7B
Technology23.4%$4.6B
Financials10.5%$2.1B
Consumer Discretionary4.6%$892.6M
Industrials4.4%$856.9M
Healthcare4.4%$856.2M
Consumer Staples2.4%$464.8M
Energy2.0%$399.1M
Utilities1.4%$274.7M
Materials1.1%$224.4M

AUM History

13fpro.ai/research/fund/steward-partners-investment-advisory-llc-1723397

Conviction and streaks

Diversifying · top 10 = 20.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$AAPLConviction hold3.4% weight · held 10 quarters

$NVDAConviction hold3.1% weight · held 10 quarters

$Conviction hold2.1% weight · held 10 quarters

$GOOGConviction hold2.1% weight · held 10 quarters

$AMZNConviction hold1.9% weight · held 10 quarters

$Accumulating+626% shares · 9 quarters running

$ABBVAccumulating+119% shares · 9 quarters running

$Accumulating+72% shares · 9 quarters running

$ADIAccumulating+288% shares · 9 quarters running

$Accumulating+32054% shares · 9 quarters running

$CIGITrimming-55% shares · 9 quarters running

$Trimming-45% shares · 9 quarters running

$CGTrimming-61% shares · 9 quarters running

$Trimming-49% shares · 9 quarters running

$CVBFTrimming-53% shares · 9 quarters running

Largest positions — Q2 2026

AAPL
$657.8M
NVDA
$609.8M
ISHARES
$411.1M
GOOGL
$410.4M
AMZN
$373.9M
MSFT
$372.9M
VANGUARD
$326.2M
AVGO
$306.6M
JPM
$279.3M
QQQ
$250.7M
ISHARES
$249.9M
SPY
$244.2M
META
$214.5M
GOOG
$190.8M
ISHARES
$144.5M
LLY
$139.8M
ISHARES
$134.9M
GLD
$133.5M
AMD
$131.8M
WMT
$128.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/steward-partners-investment-advisory-llc-1723397

Steward Partners Investment Advisory, LLC 13F holdings — Q2 2026

$19.6B portfolio (-0.1% QoQ) · 4,656 holdings · Q2 2026 13F · top 10 are 20% of the stock portfolio

1
Apple Inc.
$AAPL
$657.8M
3.4% of stocks
-7%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
2
NVIDIA CORP
$NVDA
$609.8M
3.1% of stocks
-20%This quarter—Since Q-end—Held
AIQuality86.0#3Est. buy—
3
ISHARES TR - CORE S&P500 ETF
$411.1M
2.1% of stocks
-22%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
Alphabet Inc.
$GOOGL
$410.4M
2.1% of stocks
-27%This quarter—Since Q-end—Held
AIQuality77.7#61Est. buy—
5
AMAZON COM INC
$AMZN
$373.9M
1.9% of stocks
-22%This quarter—Since Q-end—Held
AIQuality67.5#363Est. buy—
6
MICROSOFT CORP
$MSFT
$372.9M
1.9% of stocks
-6%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
7
VANGUARD INDEX FDS - S&P 500 ETF SHS
$326.2M
1.7% of stocks
+6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
Broadcom Inc.
$AVGO
$306.6M
1.6% of stocks
+11%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
9
JPMORGAN CHASE & CO
$JPM
$279.3M
1.4% of stocks
-14%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
10
INVESCO QQQ TRUST, SERIES 1
$QQQ
$250.7M
1.3% of stocks
-0.3%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	Apple Inc.$AAPL	$657.8M	3.4%	-7%	—	—	75.7#88	—
2	NVIDIA CORP$NVDA	$609.8M	3.1%	-20%	—	—	86.0#3	—
3	ISHARES TR - CORE S&P500 ETF	$411.1M	2.1%	-22%	—	—	—	—
4	Alphabet Inc.$GOOGL	$410.4M	2.1%	-27%	—	—	77.7#61	—
5	AMAZON COM INC$AMZN	$373.9M	1.9%	-22%	—	—	67.5#363	—
6	MICROSOFT CORP$MSFT	$372.9M	1.9%	-6%	—	—	AI quality score is Pro: unlock with a free trial	—
7	VANGUARD INDEX FDS - S&P 500 ETF SHS	$326.2M	1.7%	+6%	—	—	—	—
8	Broadcom Inc.$AVGO	$306.6M	1.6%	+11%	—	—	AI quality score is Pro: unlock with a free trial	—
9	JPMORGAN CHASE & CO$JPM	$279.3M	1.4%	-14%	—	—	AI quality score is Pro: unlock with a free trial	—
10	INVESCO QQQ TRUST, SERIES 1$QQQ	$250.7M	1.3%	-0.3%	—	—	—	—

All holdings — Steward Partners Investment Advisory, LLC (Q2 2026)

Sort

4,656 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	—	ISHARES TR - CORE US AGGBD ETetf/fund	—	$249.9M	1.3%	2.52M	-33%	—	—	13F
12	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$244.2M	1.3%	327K	-1.0%	—	—	13F
13	$META	Meta Platforms, Inc.	Technology	$214.5M	1.1%	381K	-43%	—	AI quality score is Pro: unlock with a free trial	13F
14	$GOOG	Alphabet Inc.	Technology	$190.8M	1.0%	540K	-10%	—	AI quality score is Pro: unlock with a free trial	13F
15	—	ISHARES TR - CORE MSCI EAFEetf/fund	—	$144.5M	0.7%	1.50M	-48%	—	—	13F
16	$LLY	ELI LILLY & Co	Healthcare	$139.8M	0.7%	117K	+27%	—	AI quality score is Pro: unlock with a free trial	13F
17	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$134.9M	0.7%	909K	-43%	—	—	13F
18	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$133.5M	0.7%	362K	-42%	—	—	13F
19	$AMD	ADVANCED MICRO DEVICES INC	Technology	$131.8M	0.7%	227K	+16%	—	AI quality score is Pro: unlock with a free trial	13F
20	$WMT	Walmart Inc.	Consumer Staples	$128.2M	0.7%	1.13M	+2%	—	AI quality score is Pro: unlock with a free trial	13F
21	$V	VISA INC.	Financials	$127.1M	0.7%	371K	-31%	—	AI quality score is Pro: unlock with a free trial	13F
22	—	VANGUARD INDEX FDS - GROWTH ETFetf/fund	—	$123.6M	0.6%	1.44M	+512%	—	—	13F
23	—	ISHARES TR - RUS 1000 GRW ETFetf/fund	—	$122.5M	0.6%	987K	+204%	—	—	13F
24	$ABBV	AbbVie Inc.	Healthcare	$119.6M	0.6%	475K	+9%	—	AI quality score is Pro: unlock with a free trial	13F
25	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund	—	$117.4M	0.6%	496K	+0.7%	—	—	13F
26	$JNJ	JOHNSON & JOHNSON	Healthcare	$117.2M	0.6%	461K	-27%
27	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$110.3M	0.6%	220K	-23%
28	$WT	WisdomTree, Inc.	Financials	$109.4M	0.6%	1.14M	-0.5%
29	—	ISHARES TR - S&P 500 GRWT ETF	—	$109.4M	0.6%	795K	-42%
30	—	ISHARES TR - CORE S&P MCP ETF	—	$106.9M	0.6%	1.39M	-55%
31	—	ISHARES INC - CORE MSCI EMKT	—	$104.1M	0.5%	1.26M	-72%
32	—	VANGUARD INDEX FDS - VALUE ETF	—	$94.8M	0.5%	435K	+1%
33	$IVZ	Invesco Ltd.	Financials	$94.6M	0.5%	445K	+4%
34	—	FRANKLIN TEMPLETON ETF TR - US LRG CP MLTFCT	—	$93.2M	0.5%	1.19M	-3%
35	—	ISHARES TR - RUS 1000 VAL ETF	—	$92.6M	0.5%	382K	+0.3%
36	$CAT	CATERPILLAR INC	Industrials	$91.6M	0.5%	86K	-11%
37	$GEV	GE Vernova Inc.	Industrials	$88.6M	0.5%	75K	-2%
38	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$85.2M	0.4%	91K	-43%
39	$HD	HOME DEPOT, INC.	Consumer Discretionary	$84.5M	0.4%	240K	-6%
40	$CSCO	CISCO SYSTEMS, INC.	Technology	$83.0M	0.4%	707K	+12%
41	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$81.7M	0.4%	517K	+0.1%
42	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$81.7M	0.4%	221K	+3%
43	$AMAT	APPLIED MATERIALS INC /DE	Technology	$79.2M	0.4%	110K	-11%
44	$PANW	Palo Alto Networks Inc	Technology	$75.9M	0.4%	223K	-48%
45	$ETN	Eaton Corp plc	Industrials	$75.8M	0.4%	178K	+7%
46	$XOM.R34088	EXXON MOBIL CORP	Energy	$75.3M	0.4%	551K	-4%
47	$LRCX	LAM RESEARCH CORP	Technology	$75.0M	0.4%	173K	+108%
48	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$73.5M	0.4%	1.03M	+10%
49	$SNDK	Sandisk Corp	Technology	$73.4M	0.4%	32K	+2%
50	—	ISHARES TR - EXPND TEC SC ETF	—	$73.0M	0.4%	446K	-45%
51	—	VANGUARD INDEX FDS - MID CAP ETF	—	$69.4M	0.3%	862K	+349%
52	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$64.7M	0.3%	340K	-2%
53	$MU	MICRON TECHNOLOGY INC	Technology	$64.1M	0.3%	56K	-14%
54	—	ISHARES TR - RUS MID CAP ETF	—	$62.8M	0.3%	570K	+3%
55	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$61.3M	0.3%	1.42M	New
56	$CRWD	CrowdStrike Holdings, Inc.	Technology	$61.0M	0.3%	80K	-52%
57	$TSLA	Tesla, Inc.	Consumer Discretionary	$60.5M	0.3%	144K	-34%
58	$ADI	ANALOG DEVICES INC	Technology	$60.2M	0.3%	151K	+3%
59	—	VANGUARD WORLD FD - INF TECH ETF	—	$58.9M	0.3%	493K	+806%
60	—	ISHARES TR - CORE MSCI TOTAL	—	$56.7M	0.3%	594K	+37%
61	—	ISHARES TR - ISHARES SEMICDTR	—	$56.7M	0.3%	88K	+144%
62	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$56.7M	0.3%	699K	+23%
63	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$55.9M	0.3%	989K	-5%
64	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$54.5M	0.3%	1.72M	+7%
65	—	ISHARES TR - MSCI USA MIN ETF	—	$53.9M	0.3%	558K	-12%
66	$CVX	CHEVRON CORP	Energy	$53.7M	0.3%	324K	-37%
67	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$53.5M	0.3%	112K	+5%
68	$WT	WisdomTree, Inc.	Financials	$53.4M	0.3%	1.06M	+10%
69	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	—	$51.9M	0.3%	764K	-3%
70	—	ISHARES TR - MSCI USA QLT FCT	—	$51.6M	0.3%	235K	-19%
71	—	ALLSPRING EXCHANGE TRADED FU - CORE PLUS ETF	—	$51.4M	0.3%	2.09M	+8%
72	$MPC	Marathon Petroleum Corp	Energy	$50.6M	0.3%	198K	-0.3%
73	$IVZ	Invesco Ltd.	Financials	$50.4M	0.3%	166K	+16%
74	$NEE	NEXTERA ENERGY INC	Utilities	$49.9M	0.3%	568K	+19%
75	—	ISHARES TR - CORE DIVID ETF	—	$49.5M	0.3%	803K	+5%
76	$RTX	RTX Corp	Industrials	$48.4M	0.3%	255K	+22%
77	—	GOLDMAN SACHS ETF TR - ACTIVEBETA US LG	—	$48.1M	0.3%	339K	-2%
78	—	ISHARES TR - S&P MC 400GR ETF	—	$47.9M	0.2%	407K	+33%
79	—	ISHARES TR - CORE DIV GRWTH	—	$47.7M	0.2%	629K	-10%
80	$TT	Trane Technologies plc	Technology	$46.3M	0.2%	94K	+6%
81	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$46.1M	0.2%	557K	+91%
82	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$45.8M	0.2%	500K	+16%
83	$MCD	MCDONALDS CORP	Consumer Discretionary	$43.9M	0.2%	163K	-43%
84	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$43.8M	0.2%	1.03M	-30%
85	$GS	GOLDMAN SACHS GROUP INC	Financials	$43.6M	0.2%	43K	-11%
86	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$42.8M	0.2%	718K	+12%
87	$GLW	CORNING INC /NY	Materials	$42.5M	0.2%	166K	+38%
88	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$42.4M	0.2%	102K	+6%
89	—	ISHARES TR - 0-3 MTH TREASURY	—	$42.2M	0.2%	419K	-43%
90	$NFLX	NETFLIX INC	Communication Services	$42.2M	0.2%	590K	+12%
91	$PG	PROCTER & GAMBLE Co	Consumer Staples	$42.1M	0.2%	287K	-4%
92	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$41.5M	0.2%	148K	+12%
93	$CB	Chubb Ltd	Financials	$41.4M	0.2%	122K	-6%
94	$MRK	Merck & Co., Inc.	Healthcare	$41.0M	0.2%	319K	+4%
95	—	ISHARES TR - CORE HIGH DV ETF	—	$40.9M	0.2%	1.49M	+380%
96	—	ISHARES TR - JPMORGAN USD EMG	—	$40.8M	0.2%	423K	-45%
97	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$40.8M	0.2%	269K	+6%
98	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$40.7M	0.2%	662K	+2%
99	$AAOI	APPLIED OPTOELECTRONICS, INC.	Technology	$40.1M	0.2%	271K	-0.5%
100	$IAU	ISHARES GOLD TRUST	Financials	$40.0M	0.2%	530K	-17%
101	$GE	GENERAL ELECTRIC CO	Industrials	$38.7M	0.2%	104K	+0.7%
102	$ANET	Arista Networks, Inc.	Technology	$38.5M	0.2%	226K	+48%
103	—	PACER FDS TR - US CASH COWS 100	—	$38.3M	0.2%	615K	+0.1%
104	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$37.2M	0.2%	700K	-54%
105	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$37.0M	0.2%	56K	-2%
106	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$36.3M	0.2%	120K	+27%
107	$MSI	Motorola Solutions, Inc.	Technology	$36.3M	0.2%	87K	+0.4%
108	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$36.2M	0.2%	69K	+12%
109	$KO	COCA COLA CO	Consumer Staples	$36.1M	0.2%	444K	+2%
110	$MA	Mastercard Inc	Financials	$35.9M	0.2%	70K	-6%
111	—	ISHARES TR - S&P 100 ETF	—	$34.8M	0.2%	95K	-1%
112	$AXP	AMERICAN EXPRESS CO	Financials	$34.4M	0.2%	102K	-7%
113	$ORCL	ORACLE CORP	Technology	$34.2M	0.2%	234K	-3%
114	$UBER	Uber Technologies, Inc	Technology	$34.2M	0.2%	474K	-59%
115	$UNP	UNION PACIFIC CORP	Industrials	$34.2M	0.2%	126K	+3%
116	—	ISHARES TR - FLTG RATE NT ETF	—	$34.0M	0.2%	666K	-40%
117	—	ISHARES TR - 1 3 YR TREAS BD	—	$33.7M	0.2%	411K	-62%
118	$SYK	STRYKER CORP	Healthcare	$33.5M	0.2%	106K	-66%
119	—	ISHARES TR - RUSSELL 2000 ETF	—	$33.4M	0.2%	111K	+42%
120	$ALL	ALLSTATE CORP	Financials	$32.9M	0.2%	138K	+5%
121	—	PUTNAM ETF TRUST - FOCUSED LAR CAP	—	$32.8M	0.2%	643K	+24%
122	$WT	WisdomTree, Inc.	Financials	$32.5M	0.2%	705K	+0.5%
123	$WFC	WELLS FARGO & COMPANY/MN	Financials	$32.5M	0.2%	393K	+43%
124	—	SPDR SERIES TRUST - ST STR SP DIV	—	$32.1M	0.2%	211K	-2%
125	—	HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE	—	$31.6M	0.2%	807K	-0.7%
126	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$31.6M	0.2%	185K	New
127	$LMT	LOCKHEED MARTIN CORP	Industrials	$31.4M	0.2%	62K	+8%
128	$APH	AMPHENOL CORP /DE/	Technology	$30.8M	0.2%	175K	+3%
129	$BAC	BANK OF AMERICA CORP /DE/	Financials	$30.7M	0.2%	538K	-2%
130	$CRWV	CoreWeave, Inc.	Technology	$30.4M	0.2%	306K	+21%
131	$CMI	CUMMINS INC	Industrials	$30.3M	0.1%	42K	+23%
132	—	FIRST TR EXCHANGE-TRADED FD - FT VEST SMID	—	$30.3M	0.1%	1.31M	+8%
133	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$29.9M	0.1%	310K	-51%
134	$JCI	Johnson Controls International plc	Industrials	$29.8M	0.1%	204K	+3%
135	—	PGIM ETF TR - AAA CLO ETF	—	$29.4M	0.1%	574K	+13%
136	—	GLOBAL X FDS - US INFR DEV ETF	—	$29.1M	0.1%	493K	+48%
137	$PSX	Phillips 66	Energy	$29.0M	0.1%	172K	+23%
138	$AMGN	AMGEN INC	Healthcare	$28.8M	0.1%	80K	+4%
139	—	ISHARES TR - 10-20 YR TRS ETF	—	$28.3M	0.1%	282K	-1%
140	$CRM	Salesforce, Inc.	Technology	$28.3M	0.1%	181K	-6%
141	$TXN	TEXAS INSTRUMENTS INC	Technology	$28.1M	0.1%	94K	+18%
142	—	RBB FD INC - F/M US TREASURY	—	$28.0M	0.1%	562K	+0.5%
143	$COHR	COHERENT CORP.	Technology	$28.0M	0.1%	71K	+1692%
144	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	—	$27.6M	0.1%	97K	-0.9%
145	$APLD	Applied Digital Corp.	Technology	$27.3M	0.1%	733K	+3415%
146	$ASML	ASML HOLDING NV	Technology	$27.3M	0.1%	14K	-4%
147	$APD	Air Products & Chemicals, Inc.	Materials	$27.2M	0.1%	93K	+1%
148	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$26.6M	0.1%	144K	+103%
149	$VRT	Vertiv Holdings Co	Technology	$26.5M	0.1%	79K	-32%
150	$PM	Philip Morris International Inc.	Consumer Staples	$26.3M	0.1%	146K	-2%

What changed in Q2 2026

Against the previous quarter's 13F: 496 new, 1,844 added to, 1,416 trimmed, 258 sold out. Share-count changes; largest moves by dollar size first.

New positions (496)

$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$31.6M
first bought this quarter
$SEDGSOLAREDGE TECHNOLOGIES, INC.$12.4M
first bought this quarter
$HONAHoneywell Aerospace Inc.$8.6M
first bought this quarter
$MXLMAXLINEAR, INC$8.5M
first bought this quarter
DOUBLELINE ETF TRUST - COMMERCIAL REAL$6.6M
first bought this quarter
FRANKLIN TEMPLETON ETF TR - US CORE BOND ETF$2.7M
first bought this quarter

+490 more in the Excel export

Added to (1,844)

VANGUARD INDEX FDS - GROWTH ETF+512%
now $123.6M
ISHARES TR - RUS 1000 GRW ETF+204%
now $122.5M
VANGUARD INDEX FDS - MID CAP ETF+349%
now $69.4M
VANGUARD WORLD FD - INF TECH ETF+806%
now $58.9M
$LRCXLAM RESEARCH CORP+108%
now $75.0M
ISHARES TR - ISHARES SEMICDTR+144%
now $56.7M

+1,838 more in the Excel export

Trimmed (1,416)

ISHARES INC - CORE MSCI EMKT-72%
now $104.1M
$METAMeta Platforms, Inc.-43%
now $214.5M
$NVDANVIDIA CORP-20%
now $609.8M
$GOOGLAlphabet Inc.-27%
now $410.4M
ISHARES TR - CORE MSCI EAFE-48%
now $144.5M
ISHARES TR - CORE S&P MCP ETF-55%
now $106.9M

+1,410 more in the Excel export

Sold out (258)

$CTRACoterra Energy Inc.was $1.8M
held 9+ qtrs
ABACUS FCF ETF TRwas $606K
BLACKROCK 2037 MUNICIPAL TARwas $531K
$SNSharkNinja, Inc.was $522K
TIDAL TRUST IIIwas $506K
$JJACOBS SOLUTIONS INC.was $424K

+252 more in the Excel export

Firm AUM (Form ADV): $36.7B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Steward Partners Investment Advisory, LLC has filed, 38 earlier quarters. Pick one to see what it held then.

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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.

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AI-Powered Hedge Fund Analysis: Steward Partners Investment Advisory, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Steward Partners Investment Advisory, LLC (SEC CIK: 1723397), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Steward Partners Investment Advisory, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.