Steward Partners Investment Advisory, LLC Top Holdings and 13F Report (2026) About Steward Partners Investment Advisory, LLCInvestment ActivitySteward Partners Investment Advisory, LLC has $19.59 billion in total holdings as of June 30, 2026.Steward Partners Investment Advisory, LLC owns shares of 4,656 different stocks, but just 333 companies or ETFs make up 80% of its holdings.Approximately 9.90% of the portfolio was purchased this quarter.About 19.15% of the portfolio was sold this quarter.This quarter, Steward Partners Investment Advisory, LLC has purchased 4,414 new stocks and bought additional shares in 1,842 stocks.Steward Partners Investment Advisory, LLC sold shares of 1,410 stocks and completely divested from 284 stocks this quarter.Largest Holdings Apple $657,795,718NVIDIA $609,802,116iShares Core S&P 500 ETF $411,120,414Alphabet $410,353,991Amazon.com $373,919,776 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $31,554,276 Holding83417M104 - SolarEdge Technologies $12,435,835 Holding438516205 - HONEYWELL INTL INC $8,974,555 Holding43849R105 - HONEYWELL AEROSPACE INC $8,602,118 Holding57776J100 - MAXLINEAR INC $8,521,438 Holding Largest Purchases this Quarter Vanguard Growth ETF 1,200,765 shares (about $103.43M)iShares Russell 1000 Growth ETF 662,296 shares (about $82.24M)Innovator U.S. Equity Power Buffer ETF - June 1,416,993 shares (about $61.26M)Vanguard Mid-Cap ETF 669,747 shares (about $53.96M)Vanguard Information Technology ETF 438,405 shares (about $52.40M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 3,253,284 shares (about $269.50M)Meta Platforms 291,737 shares (about $164.33M)NVIDIA 755,792 shares (about $151.23M)Alphabet 417,575 shares (about $149.23M)iShares Core MSCI EAFE ETF 1,398,866 shares (about $135.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSteward Partners Investment Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$657,795,718$53,279,278 ▼-7.5%2,273,2783.4%TechnologyNVDANVIDIA$609,802,116$151,226,428 ▼-19.9%3,047,6393.1%TechnologyIVViShares Core S&P 500 ETF$411,120,414$115,256,424 ▼-21.9%548,9732.1%ETFGOOGLAlphabet$410,353,991$149,228,762 ▼-26.7%1,148,2612.1%Communication ServicesAMZNAmazon.com$373,919,776$104,144,350 ▼-21.8%1,568,8501.9%Consumer DiscretionaryMSFTMicrosoft$372,930,434$25,258,673 ▼-6.3%999,7601.9%TechnologyVOOVanguard S&P 500 ETF$326,189,923$18,645,507 ▲6.1%474,9351.7%ETFAVGOBroadcom$306,588,280$31,011,760 ▲11.3%811,6171.6%TechnologyJPMJPMorgan Chase & Co.$279,317,940$47,017,362 ▼-14.4%853,3221.4%FinanceQQQInvesco QQQ$250,746,447$653,923 ▼-0.3%340,5031.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$249,856,211$121,430,647 ▼-32.7%2,524,3101.3%ETFSPYSPDR S&P 500 ETF Trust$244,224,720$2,446,422 ▼-1.0%327,0411.2%ETFMETAMeta Platforms$214,511,232$164,332,735 ▼-43.4%380,8181.1%Communication ServicesGOOGAlphabet$190,761,832$20,536,956 ▼-9.7%539,8971.0%Communication ServicesIEFAiShares Core MSCI EAFE ETF$144,522,578$135,102,456 ▼-48.3%1,496,4030.7%ETFLLYEli Lilly and Company$139,814,814$29,532,293 ▲26.8%116,5680.7%HealthcareIJRiShares Core S&P Small-Cap ETF$134,852,857$102,927,484 ▼-43.3%909,2630.7%ETFGLDSPDR Gold Shares$133,510,625$96,827,676 ▼-42.0%362,4260.7%ETFAMDAdvanced Micro Devices$131,753,689$17,820,551 ▲15.6%226,8060.7%TechnologyWALMART INC$128,243,063$2,709,632 ▲2.2%1,132,2890.7%COMVVisa$127,118,951$55,809,759 ▼-30.5%370,5120.6%FinanceVUGVanguard Growth ETF$123,617,105$103,433,900 ▲512.5%1,435,0720.6%ETFIWFiShares Russell 1000 Growth ETF$122,500,088$82,237,328 ▲204.3%986,5510.6%ETFABBVAbbVie$119,626,844$9,681,342 ▲8.8%475,3890.6%HealthcareVIGVanguard Dividend Appreciation ETF$117,406,354$812,080 ▲0.7%496,1810.6%ETFJNJJohnson & Johnson$117,196,355$42,601,988 ▼-26.7%461,4570.6%HealthcareBRK.BBerkshire Hathaway$110,255,340$32,184,057 ▼-22.6%220,3390.6%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$109,369,465$512,141 ▼-0.5%1,143,7930.6%ETFIVWiShares S&P 500 Growth ETF$109,350,464$77,979,198 ▼-41.6%795,1030.6%ETFIJHiShares Core S&P Mid-Cap ETF$106,866,153$128,486,182 ▼-54.6%1,385,8920.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$104,106,081$269,501,985 ▼-72.1%1,256,7130.5%ETFVTVVanguard Value ETF$94,773,542$1,322,398 ▲1.4%434,8810.5%ETFRSPInvesco S&P 500 Equal Weight ETF$94,616,223$3,343,892 ▲3.7%444,6880.5%ETFFLQLFranklin U.S. Large Cap Multifactor Index ETF$93,179,702$2,986,303 ▼-3.1%1,190,3390.5%ETFIWDiShares Russell 1000 Value ETF$92,610,989$312,735 ▲0.3%382,0110.5%ETFCATCaterpillar$91,587,530$10,855,560 ▼-10.6%86,0060.5%IndustrialsGE VERNOVA INC$88,597,829$1,932,655 ▼-2.1%75,4110.5%COMCOSTCostco Wholesale$85,170,245$65,572,061 ▼-43.5%91,0450.4%Consumer StaplesHDHome Depot$84,529,064$5,771,265 ▼-6.4%239,6760.4%Consumer DiscretionaryCSCOCisco Systems$83,027,629$9,219,432 ▲12.5%706,8590.4%TechnologyVYMVanguard High Dividend Yield ETF$81,719,627$60,367 ▲0.1%517,1150.4%ETFVTIVanguard Total Stock Market ETF$81,692,988$2,581,399 ▲3.3%220,7680.4%ETFAMATApplied Materials$79,224,381$9,805,352 ▼-11.0%109,5770.4%TechnologyPANWPalo Alto Networks$75,929,309$69,166,896 ▼-47.7%222,6540.4%TechnologyETNEaton$75,827,515$5,265,557 ▲7.5%177,9490.4%IndustrialsXOMExxonMobil$75,273,394$3,403,918 ▼-4.3%550,5660.4%EnergyLAM RESEARCH CORP$74,950,460$38,981,484 ▲108.4%172,9640.4%COM NEWVEAVanguard FTSE Developed Markets ETF$73,492,412$6,625,754 ▲9.9%1,031,4720.4%ETFSANDISK CORP$73,386,909$1,086,843 ▲1.5%32,2760.4%COMIGMiShares Expanded Tech Sector ETF$72,990,371$59,765,747 ▼-45.0%446,2060.4%ETFVOVanguard Mid-Cap ETF$69,421,630$53,961,532 ▲349.0%861,6310.4%ETFXLKTechnology Select Sector SPDR Fund$64,694,302$1,471,576 ▼-2.2%339,5670.3%ETFMUMicron Technology$64,126,525$10,322,806 ▼-13.9%55,5550.3%TechnologyIWRiShares Russell Mid-Cap ETF$62,847,598$1,702,788 ▲2.8%569,6850.3%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$61,330,401$61,256,607 ▲83,010.7%1,418,7000.3%ETFCRWDCrowdStrike$61,035,174$65,076,763 ▼-51.6%79,9790.3%TechnologyTSLATesla$60,468,039$30,717,289 ▼-33.7%143,7660.3%Consumer DiscretionaryADIAnalog Devices$60,151,492$2,007,698 ▲3.5%151,4500.3%TechnologyVGTVanguard Information Technology ETF$58,899,038$52,398,113 ▲806.0%492,7970.3%ETFIXUSiShares Core MSCI Total International Stock ETF$56,694,287$15,408,589 ▲37.3%594,0310.3%ETFSOXXiShares Semiconductor ETF$56,690,284$33,461,582 ▲144.1%88,4740.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$56,655,098$10,515,913 ▲22.8%698,9280.3%ETFJEPIJPMorgan Equity Premium Income ETF$55,859,279$2,771,304 ▼-4.7%989,0100.3%ETFSCHDSchwab US Dividend Equity ETF$54,537,669$3,751,831 ▲7.4%1,719,8890.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$53,854,270$7,336,166 ▼-12.0%558,3070.3%ETFCVXChevron$53,683,075$32,024,359 ▼-37.4%323,8600.3%EnergyTSMTaiwan Semiconductor Manufacturing$53,504,517$2,712,118 ▲5.3%112,0350.3%TechnologyUSFRWisdomTree Floating Rate Treasury Fund$53,356,386$4,947,893 ▲10.2%1,059,7100.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$51,934,909$1,507,102 ▼-2.8%763,6360.3%ETFQUALiShares MSCI USA Quality Factor ETF$51,604,475$11,837,376 ▼-18.7%235,1750.3%ETFALLSPRING EXCHANGE TRADED FU$51,420,921$3,750,293 ▲7.9%2,090,3920.3%CORE PLUS ETFMPCMarathon Petroleum$50,622,160$144,965 ▼-0.3%197,9980.3%EnergyQQQMInvesco NASDAQ 100 ETF$50,355,872$7,116,482 ▲16.5%166,2070.3%ETFNEENextEra Energy$49,890,778$8,088,449 ▲19.3%568,4260.3%UtilitiesDIVBiShares Core Dividend ETF$49,483,913$2,140,847 ▲4.5%803,3100.3%ETFRTXRTX$48,361,797$8,750,158 ▲22.1%254,8980.2%IndustrialsGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$48,113,123$733,147 ▼-1.5%339,0870.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$47,853,789$11,865,158 ▲33.0%407,2660.2%ETFDGROiShares Core Dividend Growth ETF$47,672,765$5,036,172 ▼-9.6%629,0110.2%ETFTTTrane Technologies$46,334,406$2,690,565 ▲6.2%94,3370.2%IndustrialsVCITVanguard Intermediate-Term Corporate Bond ETF$46,058,594$21,973,898 ▲91.2%557,2730.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$45,847,827$6,473,628 ▲16.4%500,3040.2%ETFMCDMcDonald's$43,936,518$32,707,825 ▼-42.7%162,5410.2%Consumer DiscretionaryVZVerizon Communications$43,782,000$18,454,263 ▼-29.7%1,034,0580.2%Communication ServicesGSThe Goldman Sachs Group$43,611,718$5,264,233 ▼-10.8%43,1210.2%FinanceVWOVanguard FTSE Emerging Markets ETF$42,840,301$4,569,151 ▲11.9%717,7130.2%ETFGLWCorning$42,522,940$11,611,330 ▲37.6%166,4760.2%TechnologyUNHUnitedHealth Group$42,353,305$2,468,438 ▲6.2%101,9010.2%HealthcareISHARES TR$42,192,551$31,219,007 ▼-42.5%419,1170.2%0-3 MTH TREASURYNFLXNetflix$42,150,828$4,461,498 ▲11.8%590,3480.2%Communication ServicesPGProcter & Gamble$42,138,498$1,702,638 ▼-3.9%287,3600.2%Consumer StaplesIBMInternational Business Machines$41,540,192$4,352,301 ▲11.7%147,7190.2%TechnologyCBChubb$41,429,526$2,629,148 ▼-6.0%121,5870.2%FinanceMRKMerck & Co., Inc.$40,980,910$1,737,318 ▲4.4%318,9180.2%HealthcareHDViShares Core High Dividend ETF$40,860,710$32,355,389 ▲380.4%1,490,7230.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$40,811,226$33,889,625 ▼-45.4%423,1770.2%ETFTJXTJX Companies$40,794,302$2,195,541 ▲5.7%269,2690.2%Consumer DiscretionaryJEPQJPMorgan Nasdaq Equity Premium Income ETF$40,670,773$731,927 ▲1.8%661,7440.2%ETFAAOIApplied Optoelectronics$40,114,468$183,422 ▼-0.5%270,7510.2%TechnologyIAUiShares Gold Trust$40,042,820$8,277,938 ▼-17.1%530,2980.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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