Steward Partners Investment Advisory, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings4,416 positions
NVIDIA CORPORATION | 3.8M | $663.3M | 3.4% | $92.20 | +88.72% | 29 qtrssince 2019-Q1 | Increased 72 |
APPLE INC | 2.5M | $623.7M | 3.2% | $113.01 | +124.17% | 29 qtrssince 2019-Q1 | Increased 64 |
ISHARES TR | 702,876 | $459.1M | 2.3% | $487.62 | +33.22% | 29 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC | 1.6M | $450.3M | 2.3% | $157.61 | +82.22% | 29 qtrssince 2019-Q1 | Increased 59 |
AMAZON COM INC | 2M | $417.7M | 2.1% | $165.55 | +25.81% | 29 qtrssince 2019-Q1 | Increased 60 |
MICROSOFT CORP | 1.1M | $395.1M | 2.0% | $278.02 | +32.61% | 29 qtrssince 2019-Q1 | Increased 63 |
META PLATFORMS INC | 672,555 | $384.8M | 2.0% | $612.58 | -6.76% | 29 qtrssince 2019-Q1 | Increased 51 |
ISHARES TR | 3.8M | $372.4M | 1.9% | $93.91 | +3.21% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 4.5M | $314.6M | 1.6% | $64.95 | +6.53% | 29 qtrssince 2019-Q1 | Increased 64 |
JPMORGAN CHASE & CO | 996,961 | $293.3M | 1.5% | $190.13 | +53.24% | 29 qtrssince 2019-Q1 | Increased 52 |
SPDR GOLD TR | 625,273 | $269M | 1.4% | $316.77 | +35.84% | 29 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 447,787 | $267.6M | 1.4% | $416.01 | +42.85% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.9M | $262.1M | 1.3% | $77.61 | +14.77% | 29 qtrssince 2019-Q1 | Increased 49 |
BROADCOM INC | 729,521 | $225.8M | 1.2% | $147.50 | +109.13% | 29 qtrssince 2019-Q1 | Increased 61 |
STATE STR SPDR S&P 500 ETF T | 330,317 | $214.8M | 1.1% | $463.59 | +39.58% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.1M | $206.1M | 1.1% | $57.01 | +17.79% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.6M | $199.3M | 1.0% | $104.35 | +18.34% | 29 qtrssince 2019-Q1 | Increased 48 |
INVESCO QQQ TR | 341,391 | $197M | 1.0% | $369.85 | +55.72% | 28 qtrssince 2019-Q2 | Increased 52 |
ALPHABET INC | 598,021 | $171.5M | 0.9% | $159.61 | +79.50% | 29 qtrssince 2019-Q1 | Increased 48 |
VISA INC | 533,180 | $161.1M | 0.8% | $268.81 | +11.99% | 29 qtrssince 2019-Q1 | Increased 50 |
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 Score: 3.5/5.0.
Active quarter - 324 new positions, 217 exits, 1887 increased. Top move: NVDA (INCREASED, conviction 72). Portfolio: $19.6B across 4416 positions.
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Portfolio allocation by GICS sector
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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