Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
Steward Partners Investment Advisory, LLC manages $19.6B across 4416 positions as of Q1 2026. Top holdings: NVDA (3.4%), AAPL (3.2%), IVV (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Q1 2026 Summary
Active quarter - 318 new positions, 211 exits, 1885 increased. Top move: NVDA (INCREASED, conviction 72). Portfolio: $19.6B across 4416 positions.
Top holdings by portfolio weight
NVDA3.38%
AAPL3.18%
IVV2.34%
GOOGL2.30%
AMZN2.13%
MSFT2.02%
META1.96%
AGG1.90%
IEMG1.60%
JPM1.50%
Other1.37%
Portfolio allocation by GICS sector
Unknown50.19%
Technology15.40%
Communication Services6.53%
Financial Services6.36%
Consumer Cyclical5.05%
Healthcare4.37%
Industrials4.32%
Energy2.69%
Consumer Defensive2.67%
Utilities1.23%
Other1.20%
Top Holdings4,416 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 3.8M | $663.3M | 3.4% | $140.53 | +63.78% | 29 qtrssince 2019-Q1 | Increased 72 | |
APPLE INC | 2.5M | $623.7M | 3.2% | $139.26 | +115.59% | 29 qtrssince 2019-Q1 | Increased 64 | |
ISHARES TR | 702,876 | $459.1M | 2.3% | $493.98 | +50.30% | 29 qtrssince 2019-Q1 | Increased 60 | |
ALPHABET INC | 1.6M | $450.3M | 2.3% | $166.78 | +138.07% | 29 qtrssince 2019-Q1 | Increased 59 | |
AMAZON COM INC | 2M | $417.7M | 2.1% | $163.00 | +62.05% | 29 qtrssince 2019-Q1 | Increased 60 | |
MICROSOFT CORP | 1.1M | $395.1M | 2.0% | $284.65 | +50.10% | 29 qtrssince 2019-Q1 | Increased 63 | |
META PLATFORMS INC | 672,555 | $384.8M | 2.0% | $621.86 | -0.49% | 29 qtrssince 2019-Q1 | Increased 51 | |
ISHARES TR | 3.8M | $372.4M | 1.9% | $96.50 | +1.57% | 29 qtrssince 2019-Q1 | Decreased 0 | |
ISHARES INC | 4.5M | $314.6M | 1.6% | $65.99 | +20.46% | 29 qtrssince 2019-Q1 | Increased 64 | |
JPMORGAN CHASE & CO | 996,961 | $293.3M | 1.5% | $192.42 | +54.77% | 29 qtrssince 2019-Q1 | Increased 52 | |
Showing 10 of 4,416 results.4,406 more with Pro.PROUpgrade to see all → | ||||||||
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer