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

As of Q4 2025, Steward Partners Investment Advisory, LLC holds 4,309 positions in their 13F portfolio.

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

AAPL at 3.3% of portfolio, worth $605.8M.

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

$18.2B as of Q4 2025, tracked across 4,309 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 Q4 2025?

View Steward Partners Investment Advisory, LLC's latest portfolio changes, new positions, and exits for Q4 2025 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 Q4 2025

Top Holdings4,309 positions

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Activity:

				Price Trend
AAPL Apple Inc	2.2M	$605.8M	3.3%	—	$98.58	+175.02%	28 qtrssince 2019-Q1	Increased 58
NVDA NVIDIA Corp	3M	$552.8M	3.0%	—	$69.03	+169.54%	28 qtrssince 2019-Q1	Decreased 0
GOOGL Alphabet Inc	1.4M	$445M	2.4%	—	$144.48	+116.22%	28 qtrssince 2019-Q1	Decreased 0
MSFT Microsoft Corp	902,824	$436.6M	2.4%	—	$261.48	+83.79%	28 qtrssince 2019-Q1	Increased 59
META Facebook Inc	651,123	$429.8M	2.4%	—	$613.94	+7.24%	28 qtrssince 2019-Q1	Increased 56
IVV ETF iShares Core S&P 500 ETF	622,585	$426.4M	2.3%	—	$466.73	+45.55%	28 qtrssince 2019-Q1	Increased 54
AMZN Amazon.com Inc	1.8M	$410.8M	2.3%	—	$160.12	+44.15%	28 qtrssince 2019-Q1	Increased 55
AGG ETF iShares Core U.S. Aggregate Bond ETF	4M	$397.7M	2.2%	—	$93.91	+3.19%	28 qtrssince 2019-Q1	Increased 58
VOO ETF VANGUARD S&P500 INDEX ETF	489,170	$306.8M	1.7%	—	$416.01	+49.45%	28 qtrssince 2019-Q1	Increased 51
JPM JPMorgan Chase & Co	930,086	$299.7M	1.6%	—	$182.85	+73.76%	28 qtrssince 2019-Q1	Decreased 0
IEFA ETF ISHARES CORE MSCI EAFE ETF	2.8M	$253.6M	1.4%	—	$77.36	+13.77%	28 qtrssince 2019-Q1	Decreased 0
SPY Unit SPDR S&P 500 ETF Trust	352,182	$240.2M	1.3%	—	$463.59	+45.96%	28 qtrssince 2019-Q1	Increased 54
GLD ETF SPDR GOLD TRUST GOLD SHS	590,889	$234.2M	1.3%	—	$310.16	+27.77%	28 qtrssince 2019-Q1	Decreased 0
IEMG ETF iShares Core MSCI Emerging Markets ETF	3.3M	$220.8M	1.2%	—	$63.37	+5.23%	28 qtrssince 2019-Q1	Increased 72
IJH ETF ISHARES CORE S&P MID-CAP ETF	3.1M	$203.2M	1.1%	—	$57.01	+14.85%	28 qtrssince 2019-Q1	Increased 51
QQQ Unit Invesco QQQ Trust Series 1	319,166	$196.1M	1.1%	—	$355.50	+72.22%	27 qtrssince 2019-Q2	Increased 50
AVGO Broadcom Inc	558,637	$193.3M	1.1%	—	$98.26	+250.29%	28 qtrssince 2019-Q1	Increased 50
IJR ETF ISHARES CORE S&P SMALL-CAP ETF	1.6M	$190.8M	1.0%	—	$104.16	+14.43%	28 qtrssince 2019-Q1	Increased 50
GOOG Alphabet Inc	535,855	$168.2M	0.9%	—	$144.89	+116.16%	28 qtrssince 2019-Q1	Increased 44
IVW ETF ISHARES TR	1.3M	$165.3M	0.9%	—	$103.81	+18.42%	28 qtrssince 2019-Q1	Decreased 0