Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings4,656 positions
APPLE INC | 2.3M | $657.8M | 3.4% | $145.36 | +124.66% | 30 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 3M | $609.8M | 3.1% | $139.70 | +56.30% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 548,973 | $411.1M | 2.1% | $507.94 | +50.83% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.1M | $410.4M | 2.1% | $164.35 | +102.37% | 30 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 1.6M | $373.9M | 1.9% | $163.40 | +54.47% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 999,760 | $372.9M | 1.9% | $298.16 | +65.16% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 474,935 | $326.2M | 1.7% | $446.77 | +55.93% | 30 qtrssince 2019-Q1 | Increased 52 |
BROADCOM INC | 811,617 | $306.6M | 1.6% | $221.23 | +63.10% | 30 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 853,322 | $279.3M | 1.4% | $199.31 | +77.97% | 30 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 340,503 | $250.7M | 1.3% | $381.97 | +85.54% | 29 qtrssince 2019-Q2 | Decreased 0 |
ISHARES TR | 2.5M | $249.9M | 1.3% | $94.70 | +1.43% | 30 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 327,041 | $244.2M | 1.2% | $479.08 | +58.19% | 30 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 380,818 | $214.5M | 1.1% | $625.96 | +4.43% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 539,897 | $190.8M | 1.0% | $163.93 | +101.55% | 30 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.5M | $144.5M | 0.7% | $79.33 | +25.33% | 30 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 116,568 | $139.8M | 0.7% | $638.40 | +76.10% | 30 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 909,263 | $134.9M | 0.7% | $108.10 | +32.00% | 30 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TR | 362,426 | $133.5M | 0.7% | $317.13 | +24.98% | 30 qtrssince 2019-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 226,806 | $131.8M | 0.7% | $222.60 | +126.23% | 30 qtrssince 2019-Q1 | Increased 49 |
WALMART INC | 1.1M | $128.2M | 0.7% | $69.22 | +52.74% | 30 qtrssince 2019-Q1 | Increased 43 |
Steward Partners Investment Advisory, LLC manages $19.6B across 4656 positions as of Q2 2026. Top holdings: AAPL (3.4%), NVDA (3.1%), IVV (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 520 new positions, 280 exits, 1843 increased. Top move: AVGO (INCREASED, conviction 54). Portfolio: $19.6B across 4656 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR