How many stocks does Steward Partners Investment Advisory, LLC own?

As of Q1 2026, Steward Partners Investment Advisory, LLC holds 4,416 positions in their 13F portfolio.

What is Steward Partners Investment Advisory, LLC's largest holding?

NVDA at 3.4% of portfolio, worth $663.3M.

What is Steward Partners Investment Advisory, LLC's total portfolio value?

$19.6B as of Q1 2026, tracked across 4,416 holdings.

Is Steward Partners Investment Advisory, LLC a hedge fund?

Steward Partners Investment Advisory, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Steward Partners Investment Advisory, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Steward Partners Investment Advisory, LLC's portfolio changed in Q1 2026?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Steward Partners Investment Advisory, LLC's investment strategy?

Steward Partners Investment Advisory, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Steward Partners Investment Advisory, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings4,416 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA CORPORATION	3.8M	$663.3M	3.4%	—	$140.53	+39.83%	29 qtrssince 2019-Q1	Increased 72
AAPL APPLE INC	2.5M	$623.7M	3.2%	—	$139.26	+141.93%	29 qtrssince 2019-Q1	Increased 64
IVV ETF iShares Trust CORE S&P500 ETF	702,876	$459.1M	2.3%	—	$493.98	+50.32%	29 qtrssince 2019-Q1	Increased 60
GOOGL ALPHABET INC	1.6M	$450.3M	2.3%	—	$166.78	+95.80%	29 qtrssince 2019-Q1	Increased 59
AMZN AMAZON COM INC	2M	$417.7M	2.1%	—	$163.00	+41.96%	29 qtrssince 2019-Q1	Increased 60
MSFT MICROSOFT CORP	1.1M	$395.1M	2.0%	—	$284.65	+36.70%	29 qtrssince 2019-Q1	Increased 63
META META PLATFORMS INC	672,555	$384.8M	2.0%	—	$621.86	-4.50%	29 qtrssince 2019-Q1	Increased 51
AGG ETF ISHARES TR	3.8M	$372.4M	1.9%	—	$96.50	+1.23%	29 qtrssince 2019-Q1	Decreased 0
IEMG ETF ISHARES INC	4.5M	$314.6M	1.6%	—	$65.99	+17.22%	29 qtrssince 2019-Q1	Increased 64
JPM JPMORGAN CHASE & CO	996,961	$293.3M	1.5%	—	$192.42	+85.12%	29 qtrssince 2019-Q1	Increased 52
GLD ETF SPDR GOLD TR	625,273	$269M	1.4%	—	$316.72	+18.28%	29 qtrssince 2019-Q1	Increased 51
VOO ETF VANGUARD INDEX FDS	447,787	$267.6M	1.4%	—	$420.11	+61.70%	29 qtrssince 2019-Q1	Decreased 0
IEFA ETF ISHARES TR	2.9M	$262.1M	1.3%	—	$78.57	+23.25%	29 qtrssince 2019-Q1	Increased 49
AVGO BROADCOM INC	729,521	$225.8M	1.2%	—	$205.47	+86.51%	29 qtrssince 2019-Q1	Increased 61
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	330,317	$214.8M	1.1%	—	$466.63	+58.39%	29 qtrssince 2019-Q1	Decreased 0
IJH ETF ISHARES TR	3.1M	$206.1M	1.1%	—	$61.70	+23.18%	29 qtrssince 2019-Q1	Decreased 0
IJR ETF ISHARES TR	1.6M	$199.3M	1.0%	—	$105.15	+38.38%	29 qtrssince 2019-Q1	Increased 48
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	341,391	$197M	1.0%	—	$372.39	+83.17%	28 qtrssince 2019-Q2	Increased 52
GOOG ALPHABET INC	598,021	$171.5M	0.9%	—	$166.42	+96.23%	29 qtrssince 2019-Q1	Increased 48
V VISA INC	533,180	$161.1M	0.8%	—	$272.29	+33.14%	29 qtrssince 2019-Q1	Increased 50
Showing 20 of 4,416 results.4,396 more with Pro.