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Steward Partners Investment Advisory, LLC Top Holdings and 13F Report (2026)

About Steward Partners Investment Advisory, LLC

Investment Activity

  • Steward Partners Investment Advisory, LLC has $19.61 billion in total holdings as of March 31, 2026.
  • Steward Partners Investment Advisory, LLC owns shares of 4,416 different stocks, but just 279 companies or ETFs make up 80% of its holdings.
  • Approximately 12.46% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Steward Partners Investment Advisory, LLC has purchased 4,307 new stocks and bought additional shares in 1,887 stocks.
  • Steward Partners Investment Advisory, LLC sold shares of 1,160 stocks and completely divested from 217 stocks this quarter.

Largest Holdings

NVIDIA
$663,318,248
Apple
$623,665,237
Alphabet
$450,271,594
Amazon.com
$417,749,368

Largest New Holdings this Quarter

37960A172 - GLOBAL X FDS
$14,375,200 Holding
09290C764 - BLACKROCK ETF TRUST
$10,382,975 Holding
46138R108 - Invesco CurrencyShares Swiss Franc Trust
$7,632,202 Holding
G0593M107 - AstraZeneca
$6,045,638 Holding
02072Q341 - EA SERIES TRUST
$5,776,963 Holding

Largest Purchases this Quarter

NVIDIA
839,481 shares (about $146.41M)
iShares Core MSCI Emerging Markets ETF
1,224,563 shares (about $85.41M)
Microsoft
164,650 shares (about $60.95M)
Apple
229,134 shares (about $58.15M)
Broadcom
170,884 shares (about $52.89M)

Largest Sales this Quarter

iShares 1-3 Year Treasury Bond ETF
399,695 shares (about $33.00M)
Yandex
270,370 shares (about $28.05M)
Vanguard S&P 500 ETF
41,383 shares (about $24.73M)
iShares Core U.S. Aggregate Bond ETF
230,418 shares (about $22.87M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSteward Partners Investment Advisory, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$663,318,248$146,405,460 28.3%3,803,4313.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$623,665,237$58,151,934 10.3%2,457,4063.2%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$459,125,371$52,446,854 12.9%702,8762.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$450,271,594$41,431,338 10.1%1,565,8362.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$417,749,368$47,063,807 12.7%2,005,8072.1%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$395,146,563$60,948,446 18.2%1,067,4742.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$384,789,284$12,261,903 3.3%672,5552.0%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$372,374,582$22,873,589 -5.8%3,751,1301.9%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$314,572,327$85,413,279 37.3%4,509,9971.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$293,266,209$19,671,961 7.2%996,9611.5%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$269,048,365$14,795,072 5.8%625,2731.4%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$267,575,239$24,728,422 -8.5%447,7871.4%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$262,108,665$5,435,239 2.1%2,895,2691.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$225,793,865$52,890,265 30.6%729,5211.2%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$214,818,294$14,219,680 -6.2%330,3171.1%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$206,112,565$1,847,486 -0.9%3,052,1631.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$199,301,910$1,977,275 1.0%1,603,2651.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$197,044,340$12,827,844 7.0%341,3911.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$171,548,244$17,832,933 11.6%598,0210.9%Computer and Technology
Visa Inc. stock logo
V
Visa
$161,148,318$22,875,940 16.5%533,1800.8%Business Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$160,564,760$21,809,864 15.7%161,1400.8%Retail/Wholesale
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$154,067,261$2,416,482 1.6%1,362,1010.8%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$153,801,765$20,924,780 15.7%629,2010.8%Medical
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$138,262,235$4,174,453 3.1%324,2550.7%ETF
WALMART INC
$137,747,498$19,567,126 16.6%1,108,3650.7%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$136,407,726$6,136,160 4.7%284,6570.7%Finance
Chevron Corporation stock logo
CVX
Chevron
$106,979,317$4,670,777 4.6%517,0570.5%Energy
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$105,970,504$4,561,634 4.5%492,7490.5%ETF
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$104,637,556$29,764,645 39.8%2,268,3190.5%ETF
Stryker Corporation stock logo
SYK
Stryker
$103,914,988$23,991,023 30.0%316,2450.5%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$102,343,044$3,042,245 3.1%234,3070.5%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$100,941,232$5,666,645 5.9%1,149,1490.5%Manufacturing
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$97,633,031$6,088,757 6.7%575,4630.5%Energy
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$96,178,685$3,217,898 3.5%811,5670.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$95,024,893$6,924,884 7.9%436,9160.5%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$93,281,390$23,891,214 34.4%1,522,7130.5%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$88,599,983$33,002,808 -27.1%1,073,0290.5%Manufacturing
McDonald's Corporation stock logo
MCD
McDonald's
$88,122,002$12,812,315 17.0%283,5420.4%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$84,568,956$12,018,604 16.6%91,9460.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$84,209,079$10,909,621 14.9%256,0400.4%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$84,133,099$2,446,810 3.0%428,8130.4%ETF
Franklin U.S. Large Cap Multifactor Index ETF stock logo
FLQL
Franklin U.S. Large Cap Multifactor Index ETF
$83,094,928$4,200,106 5.3%1,228,4880.4%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$82,830,460$4,535,545 5.8%1,151,5430.4%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$82,328,396$35,137,136 74.5%428,9720.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$81,348,544$15,123,969 22.8%380,7210.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$80,594,770$9,077,033 12.7%216,7980.4%Auto/Tires/Trucks
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$76,528,081$5,398,536 7.6%516,7330.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$73,789,833$1,703,035 2.4%1,469,9170.4%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$73,404,179$31,388,501 74.7%729,2290.4%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$72,756,513$2,596,411 -3.4%774,5830.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$68,586,725$6,277,941 10.1%213,7920.3%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$68,212,580$2,579,066 3.9%425,4780.3%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$68,153,390$5,365,131 -7.3%96,2000.3%Industrials
GE VERNOVA INC
$67,262,097$9,051,089 15.5%77,0560.3%COM
CrowdStrike stock logo
CRWD
CrowdStrike
$64,516,815$17,656,292 37.7%165,2540.3%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$60,137,737$5,381,118 9.8%938,4790.3%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$59,227,348$17,271,901 41.2%165,5920.3%Industrials
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$58,838,195$1,627,169 2.8%1,038,0770.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$58,830,568$2,962,761 -4.8%634,3610.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$56,557,600$1,533,712 2.8%637,6280.3%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$56,534,678$210,220 0.4%1,109,6110.3%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$56,509,889$1,531,313 2.8%207,5050.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$56,415,721$8,170,483 -12.7%639,9250.3%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$55,456,227$55,817 0.1%289,1210.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$55,104,971$4,826,036 9.6%191,8840.3%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$53,889,708$2,467,405 4.8%554,2500.3%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$50,805,235$907,144 1.8%1,675,6350.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$50,753,905$4,754,807 -8.6%527,8620.3%Consumer Discretionary
iShares U.S. Utilities ETF stock logo
IDU
iShares U.S. Utilities ETF
$49,313,426$2,329,399 5.0%424,7130.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$49,136,217$1,240,208 2.6%1,601,5720.3%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$48,807,418$1,937,180 4.1%695,4600.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$48,755,108$4,056,402 9.1%628,3690.2%Computer and Technology
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$48,485,756$11,773,909 32.1%198,5650.2%Energy
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$48,398,869$6,575,156 15.7%961,4400.2%Finance
ALLSPRING EXCHANGE TRADED FU
$47,823,342$2,969,123 6.6%1,937,9330.2%CORE PLUS ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$46,574,207$6,553,698 16.4%146,3950.2%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$46,154,938$1,926,916 -4.0%347,2910.2%ETF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$45,953,803$2,908,786 6.8%366,2830.2%Retail/Wholesale
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$45,717,608$3,246,618 7.6%785,7960.2%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$44,236,122$10,976,390 33.0%476,2710.2%Utilities
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$43,183,411$2,576,812 6.3%298,9710.2%Consumer Staples
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$43,076,456$346,234 -0.8%344,2540.2%ETF
Chubb Limited stock logo
CB
Chubb
$42,143,625$7,963,754 23.3%129,3030.2%Finance
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$42,113,994$1,925,327 4.8%310,3000.2%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$42,087,413$2,708,327 -6.0%123,1390.2%Computer and Technology
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$41,463,597$4,570,968 12.4%768,5560.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$40,882,796$2,262,995 5.9%48,3260.2%Finance
GRAYSCALE BITCOIN MINI TR ET
$40,824,007$1,915,191 4.9%1,361,2540.2%SHS NEW
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$40,687,910$3,272,095 8.7%254,7770.2%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$40,294,975$2,622,496 7.0%418,0850.2%Consumer Discretionary
RTX Corporation stock logo
RTX
RTX
$40,273,455$3,466,990 9.4%208,7790.2%Aerospace
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$39,898,415$8,235,231 26.0%196,1290.2%Computer and Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$39,374,221$8,097,218 -17.1%429,6620.2%ETF
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$38,913,939$1,229,445 3.3%555,6760.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$38,864,823$2,273,382 6.2%569,1980.2%Manufacturing
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$38,461,216$571,173 1.5%614,7890.2%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$38,125,754$11,159,001 -22.6%324,0330.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$37,950,585$1,117,056 -2.9%54,3920.2%ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$37,829,406$9,145,003 31.9%87,1710.2%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$37,479,020$33,486,646 838.8%432,5830.2%Manufacturing

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