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

As of Q2 2026, Steward Partners Investment Advisory, LLC holds 4,656 positions in their 13F portfolio.

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

AAPL at 3.4% of portfolio, worth $657.8M.

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

$19.6B as of Q2 2026, tracked across 4,656 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 Q2 2026?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q2 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 Q2 2026

Q2 2026(Latest)

SEC 13F snapshot

Top Holdings4,656 positions

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Activity:

				Price Trend
AAPL APPLE INC	2.3M	$657.8M	3.4%	—	$113.01	+203.92%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA CORPORATION	3M	$609.8M	3.1%	—	$92.20	+132.25%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
IVV ETF ISHARES TR	548,973	$411.1M	2.1%	—	$487.62	+57.23%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
GOOGL ALPHABET INC	1.1M	$410.4M	2.1%	—	$157.61	+116.09%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
AMZN AMAZON COM INC	1.6M	$373.9M	1.9%	—	$165.55	+51.01%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
MSFT MICROSOFT CORP	999,760	$372.9M	1.9%	—	$278.02	+90.30%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
VOO ETF VANGUARD INDEX FDS	474,935	$326.2M	1.7%	—	$431.39	+62.64%as of Oct 16	30 qtrssince 2019-Q1	Increased 52
AVGO BROADCOM INC	811,617	$306.6M	1.6%	—	$170.72	+92.57%as of Oct 16	30 qtrssince 2019-Q1	Increased 54
JPM JPMORGAN CHASE & CO	853,322	$279.3M	1.4%	—	$190.13	+78.68%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
QQQ Unit INVESCO QQQ TR	340,503	$250.7M	1.3%	—	$369.85	+91.92%as of Oct 16	29 qtrssince 2019-Q2	Decreased 0
AGG ETF ISHARES TR	2.5M	$249.9M	1.3%	—	$93.91	+1.57%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
SPY Unit STATE STR SPDR S&P 500 ETF T	327,041	$244.2M	1.2%	—	$463.59	+64.64%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
META META PLATFORMS INC	380,818	$214.5M	1.1%	—	$612.58	+15.79%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
GOOG ALPHABET INC	539,897	$190.8M	1.0%	—	$159.61	+111.09%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
IEFA ETF ISHARES INC	1.5M	$144.5M	0.7%	—	$77.61	+24.38%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
LLY ELI LILLY & CO	116,568	$139.8M	0.7%	—	$634.24	+98.19%as of Oct 16	30 qtrssince 2019-Q1	Increased 53
IJR ETF ISHARES TR	909,263	$134.9M	0.7%	—	$104.35	+30.24%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
GLD ETF SPDR GOLD TR	362,426	$133.5M	0.7%	—	$316.77	+20.60%as of Oct 16	30 qtrssince 2019-Q1	Decreased 0
AMD ADVANCED MICRO DEVICES INC	226,806	$131.8M	0.7%	—	$221.98	+138.20%as of Oct 16	30 qtrssince 2019-Q1	Increased 49
WMT WALMART INC	1.1M	$128.2M	0.7%	—	$61.54	+93.08%as of Oct 16	30 qtrssince 2019-Q1	Increased 43