Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
Steward Partners Investment Advisory, LLC manages $18.2B across 4304 positions as of Q4 2025. Top holdings: AAPL (3.3%), NVDA (3.0%), GOOGL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 263 new positions, 213 exits, 1571 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $18.2B across 4304 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile