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

SEC 13F snapshot

Top Holdings4,656 positions

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Activity:

				Price Trend
AAPL Apple Inc.	2.3M	$657.8M	3.4%	—	$112.93	+214.26%	30 qtrssince 2019-Q1	Decreased 0
NVDA NVIDIA Corporation	3M	$609.8M	3.1%	—	$92.20	+83.18%	30 qtrssince 2019-Q1	Decreased 0
IVV ETF ISHARES TR	548,973	$411.1M	2.1%	—	$487.62	+56.02%	30 qtrssince 2019-Q1	Decreased 0
GOOGL Alphabet Inc.	1.1M	$410.4M	2.1%	—	$157.61	+89.51%	30 qtrssince 2019-Q1	Decreased 0
AMZN Amazon.com, Inc.	1.6M	$373.9M	1.9%	—	$165.55	+61.55%	30 qtrssince 2019-Q1	Decreased 0
MSFT Microsoft Corporation	999,760	$372.9M	1.9%	—	$278.02	+91.77%	30 qtrssince 2019-Q1	Decreased 0
VOO ETF VANGUARD INDEX FDS	474,935	$326.2M	1.7%	—	$431.39	+61.34%	30 qtrssince 2019-Q1	Increased 52
AVGO Broadcom Inc.	811,617	$306.6M	1.6%	—	$170.72	+113.43%	30 qtrssince 2019-Q1	Increased 54
JPM JPMorgan Chase & Co.	853,322	$279.3M	1.4%	—	$189.18	+80.82%	30 qtrssince 2019-Q1	Decreased 0
QQQ ETF Invesco QQQ Trust, Series 1	340,503	$250.7M	1.3%	—	$369.85	+86.07%	29 qtrssince 2019-Q2	Decreased 0
AGG ETF ISHARES TR	2.5M	$249.9M	1.3%	—	$93.91	+1.40%	30 qtrssince 2019-Q1	Decreased 0
SPY ETF STATE STR SPDR S&P 500 ETF T	327,041	$244.2M	1.2%	—	$463.59	+61.76%	30 qtrssince 2019-Q1	Decreased 0
META Meta Platforms, Inc.	380,818	$214.5M	1.1%	—	$612.58	+4.70%	30 qtrssince 2019-Q1	Decreased 0
GOOG Alphabet Inc.	539,897	$190.8M	1.0%	—	$159.61	+85.05%	30 qtrssince 2019-Q1	Decreased 0
IEFA ETF ISHARES TR	1.5M	$144.5M	0.7%	—	—	—	30 qtrssince 2019-Q1	Decreased 0
LLY Eli Lilly and Company	116,568	$139.8M	0.7%	—	$634.24	+125.83%	30 qtrssince 2019-Q1	Increased 53
IJR ETF ISHARES TR	909,263	$134.9M	0.7%	—	$104.35	+34.77%	30 qtrssince 2019-Q1	Decreased 0
GLD ETF SPDR GOLD TR	362,426	$133.5M	0.7%	—	—	—	30 qtrssince 2019-Q1	Decreased 0
AMD Advanced Micro Devices, Inc.	226,806	$131.8M	0.7%	—	$221.98	+163.68%	30 qtrssince 2019-Q1	Increased 49
WMT Walmart Inc.	1.1M	$128.2M	0.7%	—	$61.54	+104.03%	30 qtrssince 2019-Q1	Increased 43

$19.6B

AUM

4,656

Positions

Q2 2026

Filing

HI rating · 3.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$11,313,226,158	0.360165518082%
2025-Q2	$12,799,019,550	13.1332422003%
2025-Q3	$17,447,759,818	36.3210654522%
2025-Q4	$18,236,601,893	4.52116537153%
2026-Q1	$19,608,783,834	7.52432908856%
2026-Q2	$19,587,986,084	-0.10606343655%